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	21
Adding a New Account	23
Adding an Account to INSights	24
Adding an External Account	25
Removing an External Account	27
Organize Dashboard	28
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
Hide/Unhide Dashboard Tiles	31
App Appearance	32
Quick Pay	33
Selecting Favorite Payees	33
Person to Person	34
Bill Pay	36
External Account	38
Monthly Activity	40
INSights	41
Initial Setup	41
Tagging Transactions	42
Splitting a Transaction	44
INSights Dashboard	46
Spending by Category	47
Budget	49
Adding Budgets	50
Managing Budgets	51
Add a Budget Alert	53
Cashflow Overview	54
Add a Bill or Income	55
Net Worth	56
Add an Unlinked Asset or Debt	57
Goals	58
Adding Goals	59
Save for Goals	59
Pay Off Goals	60
Add a Goal Alert	61
Managing Goals	62
Security	63
Protecting Your Information	63
General Guidelines	63
Login ID and Password	63
Fraud Prevention	63
Login Settings	64
Change Username	64
Change Password	65
Change Security Questions	66
Recent Logins	67
Mobile Security Preferences	68
Enabling Biometric Sign-In	68
Enabling PIN Login	69
Auto-Login	70
Alerts	71
Alerts Overview	71
Custom Alerts	72
Bill Pay Alerts	73
Security Alerts	74
INSights Alerts	75
Turning Alerts On and Off	76
Editing or Deleting Alerts	77
Previous Alerts	78
Move Money	79
Move Money Overview	79
Bill Pay Enrollment	80
Adding a Payee	82
Person to Person Payee	82
Bill Pay Payee - Company	84
Bill Pay Payee - Individual	86
Favoriting a Payee	89
Editing a Payee	90
Deleting a Payee	91
New Transaction	92
Transferring Money Between Your Accounts	92
Making a Loan Payment	94
Transferring Money to Another Person (P2P)	96
Making a Bill Pay Payment	98
Editing Transfers/Payments	100
Skip Transfers/Payments	101
Deleting Transfers/Payments	102
Deposit Checks	103
Remote Deposit	103
Manage Cards	104
Turn Card On or Off	104
Card Name	105
Card Alert	106
Temporary Spending Limit Increase	107
Change PIN	108
Report Lost or Stolen Card	109
Travel Notification	110
Enable Automatic On/Off	112
Reports	114
Creating a New Report	114
Account Activity Report	114
Sub-User Account Access Report	115
Running an Existing Report	116
Editing a Report	117
Deleting a Report	118
Services	119
Locations	119
Secure Message Overview	120
Sending a Secure Message	121
Submit a Form	122
Documents	123
Viewing Documents	123
Stop Payment	124
Single Check	124
Multiple Checks	126
ACH	128
Settings	130
Contact Settings	130
Adding a New Phone	130
Editing a Phone	131
Deleting a Phone	132
Editing an Email Address	133
Sub-Users	134
Sub-Users Overview	134
Sub-User Overview	135
Adding a New Sub-User	136
Editing a Sub-User	138
Part 1: Editing Sub-User Access	139
Part 2: Editing Sub-User Limits	140
Deleting a Sub-User	141

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