Independence Bank Digital Customer Guide

5

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 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 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