INSBANK Retail Guide
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Table of Contents Getting Started
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 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
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