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......................................................................................................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 Initial Setup. .................................................................................................................41 Tagging Transactions........................................................................................................... 42 Splitting a Transaction......................................................................................................... 44 INSights Dashboard....................................................................................................46