Independence Bank Digital Customer Guide

4

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 Accounts Dashboard Overview. .................................................................................................17 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 Removing an External Account........................................................................................... 26 Opening a New Account...................................................................................................... 27 Organize Dashboard...................................................................................................30 Rename Accounts................................................................................................................. 31 Hide/Unhide Accounts......................................................................................................... 32 Hide/Unhide Dashboard Tiles............................................................................................. 33 App Appearance................................................................................................................... 34 Quick Pay......................................................................................................................35 Selecting Favorite Payees.................................................................................................... 35 Person to Person.................................................................................................................. 36 Bill Pay. .................................................................................................................................. 38 External Account. ................................................................................................................. 40 Monthly Activity...........................................................................................................42 Personal Financial Manager Initial Setup. .................................................................................................................43 Tagging Transactions........................................................................................................... 44 Splitting a Transaction......................................................................................................... 46 Personal Financial Manager Dashboard. .................................................................48 Spending by Category.................................................................................................49 Budget. .........................................................................................................................51 Adding Budgets. ................................................................................................................... 52