INSBANK Retail Guide

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................40 Tagging Transactions........................................................................................................... 41 Splitting a Transaction......................................................................................................... 43 INSights Dashboard....................................................................................................45 Spending by Category ................................................................................................46