Independence Bank Digital Customer Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Multi-Factor Authentication.......................................................................................11 Logging Off ........................................................................................................................... 12 Duo Mobile ........................................................................................................................... 13 Accounts 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 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