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
Change or Add Accounts to Bill Pay	44
Favorite Payees	45
Selecting Favorite Payees	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
New Transaction	71
Transferring Money Between Your Accounts	71
Making a Loan Payment	73
Making a Bill Pay Payment - Company - Standard Delivery	75
Making a Bill Pay Payment - Company - Rush Delivery	77
Making a Bill Pay Payment - Individual	79
Transferring Money to Another Person (P2P)	81
Editing Transfers/Payments	83
Deleting Transfers/Payments	84
Adding a Payee	85
Bill Pay Payee - Company	86
Bill Pay Payee - Individual	88
Person to Person Payee	91
Editing a Payee or External Account	93
Deleting a Payee or External Account	94
Favoriting a Payee	95
Documents	96
Documents	96
Document Enrollment	96
Viewing Documents	97
Reports	98
Creating a New Report	98
Account Activity Report	98
Running an Existing Report	99
Editing a Report	100
Deleting a Report	101
Manage Alerts	102
Alerts Overview	102
Custom Alerts	103
Bill Pay Alerts	104
Security Alerts	105
Finance Manager Alerts	106
Turning Alerts On and Off	107
Editing or Deleting Alerts	108
Previous Alerts	109
Additional Features	110
Reorder Checks	110
User Guide & FAQ	111
Apply for a Mortgage	112
Finance Manager	113
Initial Setup	113
Tagging Transactions	114
Splitting a Transaction	116
Finance Manager Dashboard	118
Spending by Category	119
Budget	121
Adding Budgets	122
Managing Budgets	123
Add a Budget Alert	125
Cashflow Overview	126
Add a Bill or Income	127
Configure Accounts	128
Bills and Income	129
Net Worth	130
Add an Unlinked Asset or Debt	131
Goals	132
Adding Goals	133
Save for Goals	133
Pay Off Goals	134
Add a Goal Alert	135
Managing Goals	136
Connect with Us	137
Secure Message Overview	137
Sending a Secure Message	138
Submit a Form	139
Locations	140

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