Independence Bank Digital Customer Guide

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Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Accounts	16
Dashboard Overview	16
Account Details Overview	18
Transaction Details	20
Adding a New Account	22
Adding an Account to Personal Financial Manager	23
Adding an External Account	24
Verifying an External Account	26
Removing an External Account	27
Opening a New Account	28
Editing Favorite Accounts	30
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Favorite Payees	36
Selecting Favorite Payees	36
Personal Financial Manager	37
Initial Setup	37
Tagging Transactions	38
Splitting a Transaction	40
Personal Financial Manager Dashboard	42
Spending by Category	43
Budget	45
Adding Budgets	46
Managing Budgets	48
Add a Budget Alert	50
Cashflow Overview	51
Add a Bill or Income	52
Configure Accounts	53
Bills and Income	54
Net Worth	55
Add an Unlinked Asset or Debt	56
Goals	57
Adding Goals	58
Save for Goals	58
Pay Off Goals	59
Add a Goal Alert	60
Managing Goals	61
Security	62
Protecting Your Information	62
General Guidelines	62
Login ID and Password	62
Fraud Prevention	62
Login Settings	63
Change Username	63
Change Password	64
Change Security Questions	65
Recent Logins	66
Mobile Security Preferences	67
Enabling Biometric Sign-In	67
Enabling FaceID	68
Enabling PIN Login	69
Auto-Login	70
Alerts	71
Alerts Overview	71
Custom Alerts	72
Bill Pay Alerts	73
Security Alerts	74
Personal Financial Manager Alerts	75
Turning Alerts On and Off	76
Editing or Deleting Alerts	77
Previous Alerts	78
Move Money	79
Move Money Overview	79
Bill Pay Enrollment	80
Adding a Payee	82
Person to Person Payee	82
Bill Pay Payee - Company	85
Bill Pay Payee - Individual	87
Favoriting a Payee	90
Editing a Payee	91
Deleting a Payee	92
New Transaction	93
Transferring Money Between Your Accounts	93
Making a Loan Payment	95
Transferring Money to Another Person (P2P)	98
Making a Bill Pay Payment	101
Editing Transfers/Payments	103
Skip Transfers/Payments	104
Deleting Transfers/Payments	105
Deposit Checks	106
Remote Deposit	106
Manage Cards	107
Turn Card On or Off	107
Card Name	108
Card Alert	109
Temporary Spending Limit Increase	110
Change PIN	111
Report Lost or Stolen Card	112
Travel Notification	113
Enable Automatic On/Off	115
Reports	117
Creating a New Report	117
Account Activity Report	117
Sub-User Account Access Report	118
Running an Existing Report	119
Editing a Report	120
Deleting a Report	121
Services	122
Locations	122
Secure Message Overview	123
Sending a Secure Message	124
Submit a Form	125
Statements, Notices & Tax Forms	126
Document Enrollment	126
Viewing Documents	127
Viewing Documents	127
Stop Payment	128
Single Check	128
Multiple Checks	131
ACH	133
Settings	136
Contact Settings	136
Adding a New Phone	136
Editing a Phone	137
Deleting a Phone	138
Editing an Email Address	139
Sub-Users	140
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
Part 3: Editing Sub-User Authentication	147
Deleting a Sub-User	148

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