INSBANK Retail Guide

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Services Locations................................................................................................................... 123 Secure Message Overview ...................................................................................... 124 Sending a Secure Message ..................................................................................... 125 Submit a Form................................................................................................................... 126 Documents ............................................................................................................... 127 Document Enrollment...................................................................................................... 127 Viewing Documents.......................................................................................................... 128 Stop Payment ........................................................................................................... 129 Single Check ...................................................................................................................... 129 Multiple Checks ................................................................................................................ 131 ACH .................................................................................................................................... 133 Settings Contact Settings ....................................................................................................... 136 Adding a New Phone ........................................................................................................ 136 Editing a Phone ................................................................................................................. 137 Deleting a Phone............................................................................................................... 138 Editing an Email Address ................................................................................................. 139 Sub-Users Sub-Users Overview ................................................................................................ 140 Sub-User Overview ........................................................................................................... 141 Adding a New Sub-User .................................................................................................. 142 Editing a Sub-User ................................................................................................... 144 Part 1: Editing Sub-User Access....................................................................................... 145 Part 2: Editing Sub-User Limits........................................................................................ 146 Deleting a Sub-User................................................................................................. 147