Dieterich Bank Online and Mobile Banking Personal User Guide

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Getting Started	8
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Retrieve a Forgotten Username	12
Accounts	13
Dashboard Overview	13
Account Details Overview	14
Transaction Details	16
Dispute a Transaction	18
Stop Payment	20
Single Check	20
Multiple Checks	22
ACH	24
Adding a New Account	26
Adding an Account to Finance Manager	27
Adding an External Account	29
Verifying an External Account	31
Removing an External Account	32
Organize Dashboard	33
Reorder Accounts	33
Rename Accounts	34
Hide/Unhide Accounts	35
Hide/Unhide Dashboard Tiles	36
App Appearance	37
Quick Pay	38
Selecting Favorite Payees	38
Person to Person	39
Bill Pay	41
External Account	43
Monthly Activity	45
Deposit Checks	46
Remote Deposit	46
Manage Cards	47
Turn Card On or Off	47
Card Name	48
Card Alert	49
Temporary Spending Limit Increase	50
Change PIN	51
Report Lost or Stolen Card	52
Travel Notification	53
Enable Automatic On/Off	55
Google Pay/Apple Pay	57
Security	58
Protecting Your Information	58
General Guidelines	58
Login ID and Password	58
Fraud Prevention	58
Login Settings	59
Change Username	59
Change Password	60
Change Security Questions	61
Recent Logins	62
Mobile Security Preferences	63
Enabling FaceID	63
Enabling PIN Login	64
Auto-Login	65
Settings	66
Contact Settings	66
Adding a New Phone	66
Editing a Phone	67
Deleting a Phone	68
Editing an Email Address	69
Move Money	70
Move Money Overview	70
Adding a Payee	71
Person to Person Payee	71
Bill Pay Payee - Company	73
Bill Pay Payee - Individual	75
Favoriting a Payee	78
Editing a Payee	79
Deleting a Payee	80
New Transaction	81
Transferring Money Between Your Accounts	81
Making a Loan Payment	83
Transferring Money to Another Person (P2P)	85
Making a Bill Pay Payment	87
Editing Transfers/Payments	89
Skip Transfers/Payments	90
Deleting Transfers/Payments	91
Alerts	92
Alerts Overview	92
Custom Alerts	93
Bill Pay Alerts	94
Security Alerts	95
Finance Manager Alerts	96
Turning Alerts On and Off	97
Editing or Deleting Alerts	98
Previous Alerts	99
Reports	100
Creating a New Report	100
Account Activity Report	100
Running an Existing Report	101
Editing a Report	102
Deleting a Report	103
Documents	104
Documents	104
Document Enrollment	104
Viewing Documents	105
Additional Features	106
Reorder Checks	106
Apply for a Mortgage	107
User Guide & FAQ	108
Finance Manager	109
Initial Setup	109
Tagging Transactions	110
Splitting a Transaction	112
Finance Manager Dashboard	114
Spending by Category	115
Budget	117
Adding Budgets	118
Managing Budgets	119
Add a Budget Alert	121
Cashflow Overview	122
Add a Bill or Income	123
Net Worth	124
Add an Unlinked Asset or Debt	125
Goals	126
Adding Goals	127
Save for Goals	127
Pay Off Goals	128
Add a Goal Alert	129
Managing Goals	130
Connect with Us	131
Locations	131
Secure Message Overview	132
Sending a Secure Message	133
Submit a Form	134

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