Dieterich Bank Online and Mobile Banking Personal User Guide

First page Table of contents Next page Last page

Getting Started	3
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
Dispute a Transaction	23
Stop Payment	25
Single Check	25
Multiple Checks	27
ACH	29
Adding a New Account	32
Adding an Account to Finance Manager	33
Adding an External Account	34
Verifying an External Account	36
Removing an External Account	37
Editing Favorite Accounts	38
Organize Dashboard	39
Reorder Accounts	39
Rename Accounts	40
Hide/Unhide Accounts	41
Hide/Unhide Dashboard Tiles	42
App Appearance	43
Favorite Payees	44
Selecting Favorite Payees	44
Deposit Checks	45
Remote Deposit	45
Manage Cards	46
Turn Card On or Off	46
Card Name	47
Card Alert	48
Temporary Spending Limit Increase	49
Change PIN	50
Report Lost or Stolen Card	51
Travel Notification	52
Enable Automatic On/Off	54
Google Pay/Apple Pay	56
Security	57
Protecting Your Information	57
General Guidelines	57
Login ID and Password	57
Fraud Prevention	57
Login Settings	58
Change Username	58
Change Password	59
Change Security Questions	60
Recent Logins	61
Mobile Security Preferences	62
Enabling FaceID	62
Enabling PIN Login	63
Auto-Login	64
Settings	65
Contact Settings	65
Adding a New Phone	65
Editing a Phone	66
Deleting a Phone	67
Editing an Email Address	68
Move Money	69
Move Money Overview	69
Adding a Payee	70
Person to Person Payee	70
Bill Pay Payee - Company	72
Bill Pay Payee - Individual	74
Favoriting a Payee	77
Editing a Payee	78
Deleting a Payee	79
New Transaction	80
Transferring Money Between Your Accounts	80
Making a Loan Payment	82
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
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
Configure Accounts	124
Bills and Income	125
Net Worth	126
Add an Unlinked Asset or Debt	127
Goals	128
Adding Goals	129
Save for Goals	129
Pay Off Goals	130
Add a Goal Alert	131
Managing Goals	132
Connect with Us	133
Locations	133
Secure Message Overview	134
Sending a Secure Message	135
Submit a Form	136

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