Consumer Online Banking User Guide PSB Bank

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Getting Started	3
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
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	15
Retrieve a Forgotten Username	16
Accounts	17
Dashboard Overview	17
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Editing Favorite Accounts	27
Organize Dashboard	28
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
Hide/Unhide Dashboard Tiles	31
App Appearance	32
Favorite Payees	33
Selecting Favorite Payees	33
Security	34
Protecting Your Information	34
General Guidelines	34
Login ID and Password	34
Fraud Prevention	34
Login Settings	35
Change Username	35
Change Password	36
Change Security Questions	37
Recent Logins	38
Mobile Security Preferences	39
Enabling Biometric Sign-In	39
Enabling FaceID	40
Enabling PIN Login	41
Auto-Login	42
Alerts	43
Alerts Overview	43
Custom Alerts	44
Bill Pay Alerts	45
Security Alerts	46
Turning Alerts On and Off	47
Editing or Deleting Alerts	48
Previous Alerts	49
Move Money	50
Move Money Overview	50
Bill Pay Enrollment	52
Change or Add Accounts to Bill Pay	54
Adding a Payee	55
Person to Person Payee	55
Bill Pay Payee - Company	57
Bill Pay Payee - Individual	59
Favoriting a Payee	62
Editing a Payee	63
Deleting a Payee	64
New Transaction	65
Transferring Money Between Your Accounts	65
Making a Loan Payment	67
Transferring Money to Another Person (P2P)	69
Making a Bill Pay Payment - Company - Standard Delivery	71
Making a Bill Pay Payment - Company - Rush Delivery	73
Making a Bill Pay Payment - Individual	75
Editing Transfers/Payments	77
Deleting Transfers/Payments	78
Deposit Checks	79
Remote Deposit	79
Manage Cards	80
Turn Card On or Off	80
Card Name	81
Card Alert	82
Temporary Spending Limit Increase	83
Change PIN	84
Report Lost or Stolen Card	85
Travel Notification	86
Enable Automatic On/Off	88
Google Pay/Apple Pay	90
Reports	91
Creating a New Report	91
Account Activity Report	91
Sub-User Account Access Report	92
Running an Existing Report	93
Editing a Report	94
Deleting a Report	95
Services	96
Locations	96
Secure Message Overview	97
Sending a Secure Message	98
Submit a Form	99
Documents	100
Document Enrollment	100
Viewing Documents	101
Settings	102
Contact Settings	102
Adding a New Phone	102
Editing a Phone	103
Deleting a Phone	104
Editing an Email Address	105
Sub-Users	106
Sub-Users Overview	106
Sub-User Overview	107
Adding a New Sub-User	108
Editing a Sub-User	110
Part 1: Editing Sub-User Access	111
Part 2: Editing Sub-User Limits	112
Deleting a Sub-User	113

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