Independence Bank Digital Customer Guide

First page Table of contents Next page Last page

Getting Started	9
Digital Banking System Requirements	9
Browser (Desktop & Mobile)	9
Mobile Device (App)	9
Mobile Remote Deposit Capture	9
New User Enrollment	10
Logging In	11
Out-of-Band Authentication	13
Logging Off	14
DUO Mobile	15
Accounts	18
Dashboard Overview	18
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Adding an Account to Personal Financial Manager	24
Adding an External Account	25
Removing an External Account	27
Opening a New Account	28
Organize Dashboard	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Quick Pay	36
Selecting Favorite Payees	36
Person to Person	37
Bill Pay	39
External Account	41
Monthly Activity	43
Personal Financial Manager	44
Initial Setup	44
Tagging Transactions	45
Splitting a Transaction	47
Personal Financial Manager Dashboard	49
Spending by Category	50
Budget	52
Adding Budgets	53
Managing Budgets	55
Add a Budget Alert	57
Cashflow Overview	58
Add a Bill or Income	59
Net Worth	60
Add an Unlinked Asset or Debt	61
Goals	62
Adding Goals	63
Save for Goals	63
Pay Off Goals	64
Add a Goal Alert	65
Managing Goals	66
Security	67
Protecting Your Information	67
General Guidelines	67
Login ID and Password	67
Fraud Prevention	67
Login Settings	68
Change Username	68
Change Password	69
Change Security Questions	70
Recent Logins	71
Mobile Security Preferences	72
Enabling Biometric Sign-In	72
Enabling FaceID	73
Enabling PIN Login	74
Auto-Login	75
Alerts	76
Alerts Overview	76
Custom Alerts	77
Bill Pay Alerts	78
Security Alerts	79
Personal Financial Manager Alerts	80
Turning Alerts On and Off	81
Editing or Deleting Alerts	82
Previous Alerts	83
Move Money	84
Move Money Overview	84
Bill Pay Enrollment	85
Adding a Payee	87
Person to Person Payee	87
Bill Pay Payee - Company	90
Bill Pay Payee - Individual	92
Favoriting a Payee	95
Editing a Payee	96
Deleting a Payee	97
New Transaction	98
Transferring Money Between Your Accounts	98
Making a Loan Payment	100
Transferring Money to Another Person (P2P)	102
Making a Bill Pay Payment	105
Editing Transfers/Payments	107
Deleting Transfers/Payments	108
Deposit Checks	109
Remote Deposit	109
Manage Cards	110
Turn Card On or Off	110
Card Name	111
Card Alert	112
Temporary Spending Limit Increase	113
Change PIN	114
Report Lost or Stolen Card	115
Travel Notification	116
Enable Automatic On/Off	118
Reports	120
Creating a New Report	120
Account Activity Report	120
Sub-User Account Access Report	121
Running an Existing Report	122
Editing a Report	123
Deleting a Report	124
Services	125
Locations	125
Secure Message Overview	126
Sending a Secure Message	127
Submit a Form	128
Statements, Notices & Tax Forms	129
Document Enrollment	129
Stop Payment	131
Single Check	131
Multiple Checks	134
ACH	136
Settings	139
Contact Settings	139
Adding a New Phone	139
Editing a Phone	140
Deleting a Phone	141
Editing an Email Address	142
Sub-Users	143
Sub-Users Overview	143
Sub-Users Overview	144
Adding a New Sub-User	145
Editing a Sub-User	147
Part 1: Editing Sub-User Access	148
Part 2: Editing Sub-User Limits	149
Part 3: Editing Sub-User Authentication	150
Deleting a Sub-User	151
Autobooks	152
Overview	152
Send an Invoice	153
Send a Recurring Invoice	155
Edit Invoice Draft	157
Mark Invoice as Paid	158
Copy Invoice	160
Email Invoice	162
Cancel Invoice	163
Edit Recurring Schedule	164
Pause Recurring Schedule	166
Resume Recurring Schedule	167
Cancel Recurring Schedule	168
Export Invoices	169
New Estimate	170
Edit an Estimate	172
Email an Estimate	174
Create an Invoice from an Estimate	175
Cancel an Estimate	177
Export Estimates	178
Add a Customer	179
Import Customers	180
Export Customers	181
Edit a Customer	182
Archive a Customer	184
Invoice Balance Details	186
New Product/Service	187
Edit Product/Service	188
Delete Product/Service	190
Invoice Settings	191
Edit Invoice Reminders and Fees	192
Payment Form Settings	194
Share Your Payment Form Link	195
Email Your Payment Form Link	196
Payments	197
Refund a Payment	198
Cancel a Payment	199
Reports	200

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