Dieterich Bank Online and Mobile Banking Personal User Guide

First page Table of contents Next page Last page

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
Adding a New Account	20
Adding an Account to Finance Manager	21
Adding an External Account	23
Verifying an External Account	25
Removing an External Account	26
Organize Dashboard	27
Reorder Accounts	27
Rename Accounts	28
Hide/Unhide Accounts	29
Hide/Unhide Dashboard Tiles	30
App Appearance	31
Quick Pay	32
Selecting Favorite Payees	32
Person to Person	33
Bill Pay	35
External Account	37
Monthly Activity	39
Finance Manager	40
Initial Setup	40
Tagging Transactions	41
Splitting a Transaction	43
Finance Manager Dashboard	45
Spending by Category	46
Budget	48
Adding Budgets	49
Managing Budgets	50
Add a Budget Alert	52
Cashflow Overview	53
Add a Bill or Income	54
Net Worth	55
Add an Unlinked Asset or Debt	56
Goals	57
Adding Goals	58
Save for Goals	58
Pay Off Goals	59
Add a Goal Alert	60
Managing Goals	61
Security	62
Protecting Your Information	62
General Guidelines	62
Login ID and Password	62
Fraud Prevention	62
Login Settings	63
Change Username	63
Change Password	64
Change Security Questions	65
Recent Logins	66
Mobile Security Preferences	67
Enabling FaceID	67
Enabling PIN Login	68
Auto-Login	69
Alerts	70
Alerts Overview	70
Custom Alerts	71
Bill Pay Alerts	72
Security Alerts	73
Finance Manager Alerts	74
Turning Alerts On and Off	75
Editing or Deleting Alerts	76
Previous Alerts	77
Move Money	78
Move Money Overview	78
Adding a Payee	79
Person to Person Payee	79
Bill Pay Payee - Company	81
Bill Pay Payee - Individual	83
Favoriting a Payee	86
Editing a Payee	87
Deleting a Payee	88
New Transaction	89
Transferring Money Between Your Accounts	89
Making a Loan Payment	91
Transferring Money to Another Person (P2P)	93
Making a Bill Pay Payment	95
Editing Transfers/Payments	97
Skip Transfers/Payments	98
Deleting Transfers/Payments	99
Deposit Checks	100
Remote Deposit	100
Manage Cards	101
Turn Card On or Off	101
Card Name	102
Card Alert	103
Temporary Spending Limit Increase	104
Change PIN	105
Report Lost or Stolen Card	106
Travel Notification	107
Enable Automatic On/Off	109
Reports	111
Creating a New Report	111
Account Activity Report	111
Running an Existing Report	112
Editing a Report	113
Deleting a Report	114
Services	115
Locations	115
Secure Message Overview	116
Sending a Secure Message	117
Submit a Form	118
Documents	119
Document Enrollment	119
Viewing Documents	120
Stop Payment	121
Single Check	121
Multiple Checks	123
ACH	125
Reorder Checks	127
Settings	128
Contact Settings	128
Adding a New Phone	128
Editing a Phone	129
Deleting a Phone	130
Editing an Email Address	131

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