INSBANK Retail Guide

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Move Money 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 Remote Deposit........................................................................................................ 103 Manage Cards 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 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