INSBANK Retail Guide

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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
Password Security Check	17
Accounts	18
Dashboard Overview	18
Account Details Overview	20
Transaction Details	22
Adding a New Account	24
Adding an Account to INSights	25
Adding an External Account	26
Add Instantly	27
Bank Approval	29
Transaction Challenge	30
Verifying an External Account	31
Removing an External Account	32
Editing Favorite Accounts	33
Organize Dashboard	34
Reorder Accounts	34
Rename Accounts	35
Hide/Unhide Accounts	36
Hide/Unhide Dashboard Tiles	37
App Appearance	38
Favorite Payees	39
Selecting Favorite Payees	39
INSights	40
Initial Setup	40
Tagging Transactions	41
Splitting a Transaction	43
INSights 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
Configure Accounts	55
Bills and Income	56
Net Worth	57
Add an Unlinked Asset or Debt	58
Goals	59
Adding Goals	60
Save for Goals	60
Pay Off Goals	61
Add a Goal Alert	62
Managing Goals	63
Security	64
Protecting Your Information	64
General Guidelines	64
Login ID and Password	64
Fraud Prevention	64
Login Settings	65
Change Username	65
Change Password	66
Change Security Questions	67
Recent Logins	68
Mobile Security Preferences	69
Enabling Biometric Sign-In	69
Enabling FaceID	70
Enabling PIN Login	71
Auto-Login	72
Alerts	73
Alerts Overview	73
Custom Alerts	74
Bill Pay Alerts	75
Security Alerts	76
INSights Alerts	77
Turning Alerts On and Off	78
Editing or Deleting Alerts	79
Previous Alerts	80
Move Money	81
Move Money Overview	81
Bill Pay Enrollment	82
Adding a Payee	84
Person to Person Payee	84
Bill Pay Payee - Company	86
Bill Pay Payee - Individual	88
Favoriting a Payee	91
Editing a Payee	92
Deleting a Payee	93
New Transaction	94
Transferring Money Between Your Accounts	94
Making a Loan Payment	96
Transferring Money to Another Person (P2P)	99
Making a Bill Pay Payment	101
Editing Transfers/Payments	103
Skip Transfers/Payments	104
Deleting Transfers/Payments	105
Deposit Checks	106
Remote Deposit	106
Manage Cards	107
Turn Card On or Off	107
Card Name	108
Card Alert	109
Temporary Spending Limit Increase	110
Change PIN	111
Report Lost or Stolen Card	112
Travel Notification	113
Enable Automatic On/Off	115
Google Pay/Apple Pay	117
Reports	118
Creating a New Report	118
Account Activity Report	118
Sub-User Account Access Report	119
Running an Existing Report	120
Editing a Report	121
Deleting a Report	122
Services	123
Locations	123
Secure Message Overview	124
Sending a Secure Message	125
Submit a Form	126
Documents	127
Document Enrollment	127
Viewing Documents	128
Stop Payment	129
Single Check	129
Multiple Checks	131
ACH	133
Settings	136
Contact Settings	136
Adding a New Phone	136
Editing a Phone	137
Deleting a Phone	138
Editing an Email Address	139
Sub-Users	140
Sub-Users Overview	140
Sub-User Overview	141
Adding a New Sub-User	142
Editing a Sub-User	144
Part 1: Editing Sub-User Access	145
Part 2: Editing Sub-User Limits	146
Deleting a Sub-User	147

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