INSBANK Retail Guide

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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
Out-of-Band Authentication	12
Logging Off	13
DUO Mobile	14
Resetting a Forgotten Password	16
Retrieve a Forgotten Username	17
Password Security Check	18
Accounts	19
Dashboard Overview	19
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
Removing an External Account	31
Organize Dashboard	32
Reorder Accounts	32
Rename Accounts	33
Hide/Unhide Accounts	34
Hide/Unhide Dashboard Tiles	35
App Appearance	36
Quick Pay	37
Selecting Favorite Payees	37
Person to Person	38
Bill Pay	40
External Account	42
Monthly Activity	44
INSights	45
Initial Setup	45
Tagging Transactions	46
Splitting a Transaction	48
INSights Dashboard	50
Spending by Category	51
Budget	53
Adding Budgets	54
Managing Budgets	55
Add a Budget Alert	57
Cashflow Overview	58
Add a Bill or Income	59
Net Worth	60
Add an Unlinked Asset or Debt	61
Goals	62
Adding Goals	63
Save for Goals	63
Pay Off Goals	64
Add a Goal Alert	65
Managing Goals	66
Security	67
Protecting Your Information	67
General Guidelines	67
Login ID and Password	67
Fraud Prevention	67
Login Settings	68
Change Username	68
Change Password	69
Change Security Questions	70
Recent Logins	71
Mobile Security Preferences	72
Enabling Biometric Sign-In	72
Enabling PIN Login	73
Auto-Login	74
Alerts	75
Alerts Overview	75
Custom Alerts	76
Bill Pay Alerts	77
Security Alerts	78
INSights Alerts	79
Turning Alerts On and Off	80
Editing or Deleting Alerts	81
Previous Alerts	82
Move Money	83
Move Money Overview	83
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)	98
Making a Bill Pay Payment	100
Editing Transfers/Payments	102
Skip Transfers/Payments	103
Deleting Transfers/Payments	104
Deposit Checks	105
Remote Deposit	105
Manage Cards	106
Turn Card On or Off	106
Card Name	107
Card Alert	108
Temporary Spending Limit Increase	109
Change PIN	110
Report Lost or Stolen Card	111
Travel Notification	112
Enable Automatic On/Off	114
Add to Wallet	116
Reports	117
Creating a New Report	117
Account Activity Report	117
Sub-User Account Access Report	118
Running an Existing Report	119
Editing a Report	120
Deleting a Report	121
Services	122
Locations	122
Secure Message Overview	123
Sending a Secure Message	124
Submit a Form	125
Documents	126
Viewing Documents	126
Stop Payment	127
Single Check	127
Multiple Checks	129
ACH	131
Settings	133
Contact Settings	133
Adding a New Phone	133
Editing a Phone	134
Deleting a Phone	135
Editing an Email Address	136
Sub-Users	137
Sub-Users Overview	137
Sub-User Overview	138
Adding a New Sub-User	139
Editing a Sub-User	141
Part 1: Editing Sub-User Access	142
Part 2: Editing Sub-User Limits	143
Deleting a Sub-User	144

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