Branson Bank Digital Banking Personal User Guide

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Getting Started	7
Digital Banking System Requirements	7
Browser (Desktop & Mobile)	7
Mobile Device (App)	7
Mobile Remote Deposit Capture	7
New User Enrollment	8
Logging In	9
Out-of-Band Authentication	11
DUO Mobile	13
Logging Off	14
Accounts	15
Dashboard Overview	15
Account Details Overview	16
Transaction Details	18
Adding a New Account	20
Adding an External Account	21
Removing an External Account	23
Organize Dashboard	24
Reorder Accounts	24
Rename Accounts	25
Hide/Unhide Accounts	26
Hide/Unhide Dashboard Tiles	27
App Appearance	28
Quick Pay	29
Selecting Favorite Payees	29
Person to Person	30
Bill Pay	32
External Account	34
Monthly Activity	36
Security	37
Protecting Your Information	37
General Guidelines	37
Login ID and Password	37
Fraud Prevention	37
Login Settings	38
Change Username	38
Change Password	39
Change Security Questions	40
Recent Logins	41
Mobile Security Preferences	42
Enabling Biometric Sign-In	42
Enabling FaceID	43
Enabling PIN Login	44
Auto-Login	45
Alerts	46
Alerts Overview	46
Custom Alerts	47
Bill Pay Alerts	48
Security Alerts	49
Turning Alerts On and Off	50
Editing or Deleting Alerts	51
Previous Alerts	52
Move Money	53
Move Money Overview	53
Bill Pay Enrollment	54
Adding a Payee	56
Person to Person Payee	56
Bill Pay Payee - Company	58
Bill Pay Payee - Individual	60
Favoriting a Payee	63
Editing a Payee	64
Deleting a Payee	65
New Transaction	66
Transferring Money Between Your Accounts	66
Making a Loan Payment	68
Transferring Money to Another Person (P2P)	70
Making a Bill Pay Payment	72
Editing Transfers/Payments	74
Skip Transfers/Payments	75
Deleting Transfers/Payments	76
Deposit Checks	77
Remote Deposit	77
Manage Cards	78
Turn Card On or Off	78
Card Name	79
Card Alert	80
Temporary Spending Limit Increase	81
Change PIN	82
Report Lost or Stolen Card	83
Travel Notification	84
Enable Automatic On/Off	86
Reports	88
Creating a New Report	88
Account Activity Report	88
Running an Existing Report	89
Editing a Report	90
Deleting a Report	91
Services	92
Locations	92
Secure Message Overview	93
Sending a Secure Message	94
Submit a Form	95
Documents	96
Document Enrollment	96
Viewing Documents	97
Stop Payment	98
Single Check	98
Multiple Checks	100
ACH	102
Order Checks Online	104
Settings	105
Contact Settings	105
Adding a New Phone	105
Editing a Phone	106
Deleting a Phone	107
Editing an Email Address	108

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