Independence Bank Digital Customer Guide

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................44 Tagging Transactions........................................................................................................... 45 Splitting a Transaction......................................................................................................... 47 Personal Financial Manager Dashboard..................................................................49 Spending by Category ................................................................................................50 Budget ..........................................................................................................................52 Adding Budgets.................................................................................................................... 53