Elderton State Bank Personal Digital Banking Guide
First page
Table of contents
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Getting Started
8
User Enrollment
8
New User
8
Desktop
9
Mobile
10
Logging Off
10
Resetting a Forgotten Username
11
Resetting a Forgotten Password
12
Accounts Page
13
Accounts Page Overview
13
Desktop
13
Mobile
15
Desktop Account Preferences
17
Edit Nickname
17
Hide Account
18
Unhide Account
18
Mobile Account Preferences
19
Edit Nickname
19
Hide Account
20
Unhide Account
20
Viewing a Transaction Image
21
Desktop
21
Mobile
22
Attaching an Image to a Transaction
23
Desktop
23
Mobile
24
Account Reporting
25
Creating a New Report
25
Deleting an Existing Report
26
Editing an Existing Report
27
Running an Existing Report
28
Security
29
Protecting Your Information
29
General Guidelines
29
Login ID and Password
29
Fraud Prevention
29
Alerts Overview
30
Desktop Delivery Preferences
30
Mobile Delivery Preferences
31
Editing Alerts
32
Security Alerts
32
Account Alerts
33
Secure Message Overview
34
Sending a Secure Message
35
Mobile Security
36
Enabling Touch ID, Fingerprint Login or Face ID
36
Enabling PIN Login
39
Transactions
41
Transfer Funds
41
Managing Transfers
43
Transfer Between My Accounts
44
Adding an External Account Using Plaid
44
Adding an External Account Manually
46
Verifying an External Account
47
Transfering Money
48
Pay a Person
49
Sending Money
49
Sending a Repeat Payment
50
Deleting a Payee
51
Viewing Activity
52
Mobile Check Deposit
53
Viewing Check Deposit History
54
Bill Pay (Desktop)
55
Payments Overview
55
Creating a Payee Overview
57
Creating a Payee
58
Editing a Payee
60
Deactivating or Deleting a Payee
62
Scheduling a Payment
63
Setting Up Autopay
64
Editing a Payment
66
Deleting a Payment
67
Setting Up E-Bills
68
Cancelling E-Bills
69
Setting Up Reminders
70
Editing a Reminder
71
Alerts
72
Creating a Report
73
Searching Records
75
Editing a Report
76
Deleting a Report
77
Changing or Deleting a Funding Account
78
Editing a Funding Account
79
Creating a Category
80
Changing a Category Name
81
Editing a Category
82
Deleting a Category
83
Contacting Client Services
84
Mobile Bill Pay
85
Pay Bills Overview
85
Creating a Payee
85
Editing a Payee
86
Deleting a Payee
87
Making a New Payment
88
Editing a Payment
89
Deleting a Payment
91
Creating a Recurrence
92
Editing a Recurring Payment
93
Deleting a Recurrence
94
Creating a Reminder
95
Mobile Picture Pay
96
Picture Pay Overview
96
Picture Pay
96
Creating a Payee
98
Editing a Payee
99
Deleting a Payee
100
Services
101
Stop Payment Request
101
Single Check
101
Range of Checks
103
Statement Delivery
105
Settings
107
Profile
107
Settings
108
Changing Account Order
108
Text Enrollment
109
Desktop
109
Mobile
110
Locations (Desktop)
112
Branches and ATMs
112
Locations (Android)
113
Branches and ATMs
113
Locations (Apple)
114
Branches and ATMs
114
Contact Us
115
Important Phone Numbers
115
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