Iowa Savings Bank Online Banking Guide

Iowa Savings Bank ONLINE BANKING GUIDE

II

Published by Murphy & Company, Inc. 13610 Barrett Office Drive, Suite 206

St. Louis, MO 63021 www.mcompany.com

© 2009-2021 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012 Portions of this guide were written by Finastra Software Inc.

Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

3

Getting Started

Welcome to Online Banking with Iowa Savings Bank! Whether at home or at the office using a computer, mobile phone or tablet, we strive to make your Online Banking experience easy and convenient. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the online banking process. If you have additional questions, contact us at 866-788-BANK (2267).

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Table of Contents Getting Started

User Enrollment.............................................................................................................7 New User................................................................................................................................. 7 Logging Off.............................................................................................................................. 8 Resetting a Forgotten Username. ...............................................................................9 Resetting a Forgotten Password................................................................................10 Accounts Page Transactions Page Overview......................................................................................11 Account Settings................................................................................................................... 13 Edit Nickname....................................................................................................................... 13 Hide Account......................................................................................................................... 14 Unhide Account.................................................................................................................... 14 Viewing and Printing a Transaction Image...............................................................15 Attaching an Image to a Transaction........................................................................16 Account Reporting Account Reporting.......................................................................................................17 Creating a New Report. ....................................................................................................... 17 Deleting an Existing Report................................................................................................. 18 Editing an Existing Report. .................................................................................................. 19 Running an Existing Report................................................................................................. 20 Security Protecting Your Information......................................................................................21 General Guidelines............................................................................................................... 21 Login ID and Password........................................................................................................ 21 Fraud Prevention.................................................................................................................. 21 Alerts Overview............................................................................................................22 Edit Delivery Preferences. ................................................................................................... 22 Editing Alerts................................................................................................................23 Account Alerts....................................................................................................................... 23 Security Alerts....................................................................................................................... 24 Secure Message Overview. ........................................................................................25 Sending a Secure Message.........................................................................................26 Transaction Types Moving Money Overview............................................................................................27 Transactions Transfer Funds.............................................................................................................29 Managing Transfers. ............................................................................................................ 31

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Check Deposit..............................................................................................................32 Viewing Check Deposit History........................................................................................... 33 External Transfers.......................................................................................................34 Adding External Accounts. .................................................................................................. 34 Verifying an External Account............................................................................................. 35 Transfering Money............................................................................................................... 36 Loan Transfers.............................................................................................................37 Managing Loan Transfers.................................................................................................... 39 Pay a Customer............................................................................................................40 Adding a Payee..................................................................................................................... 40 Deleting a Payee................................................................................................................... 41 Sending Money to Existing Payees..................................................................................... 42 Sending Money to a New Payee......................................................................................... 43 Viewing Payment Details..................................................................................................... 45 Bill Pay Bill Pay Overview.........................................................................................................46 Creating a Payee................................................................................................................... 46 Editing a Payee.............................................................................................................48 Deleting a Payee..........................................................................................................49 Schedule Payments.....................................................................................................50 Recurring Payments....................................................................................................51 Rush Delivery...............................................................................................................52 Editing a Payment. ......................................................................................................53 Deleting a Payment.....................................................................................................54 Picture Pay....................................................................................................................55 Transfer Between My Accounts.................................................................................57 Adding an External Account................................................................................................ 57 Verifying an External Account............................................................................................. 58 Transfering Money............................................................................................................... 59 Updating Preferences.................................................................................................60 Services Stop Payment Request. ..............................................................................................61 Single Check ......................................................................................................................... 61 Range of Checks. .................................................................................................................. 63 Manage Cards..............................................................................................................65 Disabling or Enabling a Card............................................................................................... 65 Statement Delivery......................................................................................................66

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Settings Profile............................................................................................................................68 Settings.........................................................................................................................69 Changing Account Order..................................................................................................... 69 Locations Branches and ATMs. ...................................................................................................70 Contact Us Important Phone Numbers........................................................................................71

7

Getting Started

New User If you’re new to Online Banking with ISB, you need to complete the enrollment process the first time you log in. Once you complete these few quick steps, you’ll be on your way to banking from anywhere! 1. Type iowasavingsbank.com into your browser, and click the “New User Registration” link. 2. Review the Online Banking Services Agreement on the Disclaimer page, and click the Accept button to agree to the terms and conditions. 3. Fill out the Customer Verification Form with the required information, and click the Verify button. User Enrollment Note : The details you provide are verified by comparing them to your contact information in our system. If the information does not match, contact us at 866-788-BANK (2267) to update your profile.

4. Create your username and a new password based on our password requirements, and click the Submit button when you are finished.

Getting Started: User Enrollment

8

Getting Started

Logging In After Enrollment

After your first-time enrollment, logging in is easy and only requires your login ID and password.

11 12 13 14 15 16 17 18 1 21 22 23 24 25 26 27 28 2 1 2 3 4 5 6 7 8 9 K L M N O P Q R U V W X Y Z A B C D E F G H 11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 5a 6a 7a 8a 9 1b 2b 3b 4b 5b 6b 7b 8b 9 1c 2c 3c 4c 5c 6c 7c 8c 9 1a 2a 3a 4 1b 2b 3b 4 1c 2c 3c 4 1d 2d 3d 4d 5d 6d 7d 8d 9

1. After registering and/or creating your new password, enter your User Name and Password. 2. Click the Login button. Note : If you enter an incorrect password too many times, your account will be temporarily locked. Contact us at 866-788-BANK (2267) for assistance. If you’ve locked yourself out of your application with too many incorrect password attempts, you can also use the steps in the “Resetting a Forgotten Password” section below to reset your password. Logging Off For your security, you should always log off when you finish your Online Banking session. We may also log you off due to inactivity. 1. In the at the top right corner of the page, click Log Out . 2. Close your browser.

1d 2d 3d 4

11a 12a 13a 14a 15a 16a 17a 18a 1

11a 12a 13a 1

11b 12b 13b 14b 15b 16b 17b 18b 1

11b 12b 13b 14

A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 I A3 B3 C3 D3 E3 F3 G3 H3 A1 B1 C1 D A2 B2 C2 D A3 B3 C3 D

Getting Started: User Enrollment

9

Getting Started

Resetting a Forgotten Username

If you happen to forget your username, you can easily reestablish a new one from the ISB Home page—no need to call us!

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3 1b 2b 3 1c 2c 3

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13 K L M N O P Q U V W X Y Z A B C D E F G 11b 12b 13 1d 2d 3 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c A1 B1 C A2 B2 C A3 B3 C

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 18 19 20 21 22 2 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 1. Click the Login button. 2. Click the “Forgot Username or Password” link. J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J2 J3 J1

1d 2d 3d 4d 5d 6d 7d

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A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3

3. Select “Forgot Username” using the drop-down and click the Submit button. 4. Fill out the Customer Verification Form with the required information and click the Verify button. 5. Your username will then be displayed. Click the Continue button. J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

Getting Started: Resetting a Forgotten Username

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

10

Getting Started

Resetting a Forgotten Password

If you happen to forget your password, you can easily reestablish a new one from the ISB home page—no need to call us!

11 12 13 21 22 2 1 2 3 K L M U V W A B C

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

1a 2a 3 1b 2b 3 1c 2c 3 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 11a 12a 1 11b 12b 1 1d 2d 3 A1 B1 C A2 B2 C A3 B3 C 1a 2a 3a 4a 5a 6a 7a 8 1b 2b 3b 4b 5b 6b 7b 8 1c 2c 3c 4c 5c 6c 7c 8

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

1. Click the Login button. 2. Click the “Forgot Username or Password” link. 3. Select “Forgot or Reset Password” using the drop-down and click the Submit button. 4. Fill out the Customer Verification Form with the required information and click the Verify button. 5. Create a new password based on our password requirements and click the Submit button when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

1d 2d 3d 4d 5d 6d 7d 8

11a 12a 13a 14a 15a 16a 17a 18

11b 12b 13b 14b 15b 16b 17b 18

A1 B1 C1 D1 E1 F1 G1 H A2 B2 C2 D2 E2 F2 G2 H A3 B3 C3 D3 E3 F3 G3 H

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

Note : If you lock yourself out with too many invalid login attempts, you can reset your password after completing the required verification steps. You will not be able to change your password if your account has been locked by ISB. Please contact ISB at 866-788-BANK (2267) during business hours for information about why your account was locked. J2 J3

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Getting Started: Resetting a Forgotten Password

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Accounts Page

Transactions Page Overview After logging in, you are taken directly to the Transactions page. This page is divided into three convenient sections to help you navigate to every feature within Online Banking. Here you can view account balances, summaries and more! 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 9 30 1 2 3 4 5 6 7 8 9 10 11 12 3 4 5 6 7 8 9 20 21 22 3 4 5 6 27 8 9 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1a 2a 3 4 5 6 7 8 9 10b 1b 2b 3 4 5 6 7b 8b 9b 10 1c 2c 3 4 5 6 7 8 9 10d 11a 12a 13a 14a 15a 6a 7a 8a 9 20 11b 12b 13b 14b 5 6 17b 18b 9b 20 1d 2d 3 4d 5d 6d 7d 8 9 J A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C D E F2 G2 H2 I2 J3 A3 B3 C D E F G H3 I3 J1 J2 J3 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 5 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 1d 2d 3d 4d 5d 6d 7d 8d 9d A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1a 2a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 1d 2d 3d 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 J3 A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A1 B1 C1 D1 E1 F1 G1 H1 I1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A2 B2 C2 D2 E2 F2 G2 H2 I2 J2 10a 1a 2a a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 K L M N O P Q R S U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 0c c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J2 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 J1 A1 B1 C1 A2 B2 C2 A3 B3 C3 11a 12a 13a 11b 12b 13b 1 J1 J2 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 11b 12b 13b 14b 15b 16b 17b 18b 19b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11 12 13 1 21 22 23 2 1 2 3 4 1a 2a 3a 1b 2b 3b 1c 2c 3c K L M U V W A B C A1 B1 C1 D1 E1 F1 G1 H1 I1 1 b 12b 13b 14b 5b 16b 17b 18b 19b 20b Note : The letters above correspond to several available features on the Transactions page. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

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Accounts Page: Transactions Page Overview

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A. The sidebar menu appears in every view on the left side of the screen. Navigate to Online Banking features by clicking on the name of the feature. B. Your ISB accounts are displayed in an account tile with their balances. C. A icon is located in the top right corner of all your account tiles. This allows you to nickname or hide the corresponding account. D. When you click an account tile, the information in the Transactions section below changes to correspond with that account. E. The icon shows account details such as balances, interest rates and due dates (if applicable). F. You can expand or collapse the view of each transaction by clicking the icon. G. The icon allows you to export your transactions into a different format. H. The icon allows you to print a list of recent transactions. I. Use the search bar to search transactions using keywords. J. Click the icons to navigate to additional account tiles. K. The icon located in the top right corner of the page allows you to access account settings, locations, contact details, social buttons, alerts and more. L. The icon shows your accounts as a list with additional details. M. In list view, you can use the search bar to search your accounts using keywords. N. When in list view, the icon allows you to print a list of your accounts.

Accounts Page: Transactions Page Overview

13

Account Settings Personalize your Transactions page and accounts in Account Settings. Here you can change the names of your accounts and groups and organize them however you like.

Edit Nickname

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

J3 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c K L M N O P U V W X Y Z A B C D E F 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6

icon in each respective account tile to show your account A1 B1 C1 D1 E1 F1 G1 H1 I1 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I icon to edit an account name. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2

1. Click the settings. 2. Click the

A3 B3 C3 D3 E3 F3 G3 H3 I3

icon to save your settings. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

3. Enter a new name and click the

1d 2d 3d 4d 5d 6d

11a 12a 13a 14a 15a 16a

11b 12b 13b 14b 15b 16b

A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 J1

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

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J3

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Accounts Page: Transactions Page Overview

14

Hide Account

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c J1 A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c K L M N O U V W X Y A B C D E 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 11a 12a 13a 14a 15a 11b 12b 13b 14b 15b 1d 2d 3d 4d 5d 11a 12a 13a 14a 15a 16a A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d 11a 12a 13a 14a 15a 16a 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d

icon in each respective account tile to show your account 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

1. Click the

settings. 2. Toggle the hide account switch to the right.

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

Unhide Account

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

In the at the top right corner of the page, click Settings . 1. Under Account Settings , select the account you wish to unhide. 2. Toggle the hide account switch to the left.

Accounts Page: Transactions Page Overview

15

Accounts Page

Viewing and Printing a Transaction Image Need a copy of a check that has cleared your account? You can view or print copies of checks and other attachments through Online Banking with ISB.

11 12 21 22 1 2 K L U V A B 1a 2a 1b 2b 1c 2c

11a 12a 11 12 13 1 21 22 23 2 1 2 3 1d 2d

In the Sidebar Menu , click Accounts . 1. Click the 2. Click the “Print” link to print a copy.

11b 12b

icon to expand a transaction.

1a 2a 3a 1b 2b 3b 1c 2c 3c K L M U V W A B C

A1 B1 A2 B2 A3 B3

1d 2d 3d

11a 12a 13a

11b 12b 13b

A1 B1 C1 A2 B2 C2 A3 B3 C3

Accounts Page: Viewing and Printing a Transaction Image

16

Accounts Page Attaching an Image to a Transaction

Keep track of your expenses by attaching receipts, invoices and other images to each transaction.

11 12 1 21 22 2 1 2 3 K L M U V W A B C 1a 2a 3 1b 2b 3 1c 2c 3

In the Sidebar Menu , click Accounts . 1. Click the 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 2. Click the icon to attach an image. 3. Select the image you wish to attach. 4. Click the Open button. 5. Click the Save button when you are finished. J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

1d 2d 3

11a 12a 1

icon to expand a transaction. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11b 12b 1

A1 B1 C A2 B2 C A3 B3 C

J2 1d 2d 3d 4d 5d 6d 7d 8d 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H

J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

11a 12a 13a 14a 15a 16a 17a 18a

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts Page: Attaching an Image to a Transaction

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

17

Account Reporting

Account Reporting

Creating a New Report In order to make a new report, you need to specify the account, check number or amount range, transaction type and dates for your report. You can create several reports within Business Online Banking to keep track of payments, checks and transactions during a specified date range.

11 12 13 14 15 16 17 18 1 21 22 23 24 25 26 27 28 2 1 2 3 4 5 6 7 8 9 K L M N O P Q R U V W X Y Z A B C D E F G H 1 11 12 13 14 15 16 17 18 19 2 21 22 23 24 25 26 27 28 29 3 1 2 3 4 5 6 7 8 9 K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 9 1b 2b 3b 4b 5b 6b 7b 8b 9 1c 2c 3c 4c 5c 6c 7c 8c 9 1 1a 2a 3a 4a 5a 6a 7a 8a 9a 1 1b 2b 3b 4b 5b 6b 7b 8b 9b 1 1c 2c 3c 4c 5c 6c 7c 8c 9c 1 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 1 11b 12b 13b 14b 15b 16b 17b 18b 1 1d 2d 3d 4d 5d 6d 7d 8d 9 A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 11a 12a 13a 14a 15a 16a 17a 18a 19a 2 11b 12b 13b 14b 15b 16b 17b 18b 19b 2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

In the Sidebar Menu , click Account Reporting . 1. Select an account using the drop-down. 2. Select at least one filter: check number, amount range or date. 3. (Optional) Choose a transaction type by selecting the appropriate box. 4. Click the Save Report button to save the report for future use. Click the Apply button to run a one-time report. A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 5. Enter a name for the report. 6. Click the Confirm button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 3a 4a 5a 6a 7a 8a 9a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 3a 4a 5a 6a 7a 8a 9a 20a

Account Reporting: Account Reporting J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

J2

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2 J1

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3 J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

18

Deleting an Existing Report If you no longer need an existing report, you can delete it from your Business Online Banking.

In the Sidebar Menu , click Account Reporting . 1. Choose a saved report from the drop-down. 2. Click the Delete Report button. 3. Click the Confirm button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A1 B1 C1 D1 E1 F1 G1 H1 I1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

Account Reporting: Account Reporting

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

19

Editing an Existing Report If you need to edit an existing report, you can edit it from your Business Online Banking.

In the Sidebar Menu , click Account Reporting . 1. Choose a saved report from the drop-down. J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 J3 J2

J1 J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 10 11 12 13 14 15 16 17 18 19 20 1 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

2. Make the necessary changes. 3. Click the Edit Report button. 4. Click the Confirm button.

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

Account Reporting: Account Reporting

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

20

Running an Existing Report Running an existing report allows you to display the results from your saved reports.

11 12 13 14 15 16 17 18 1 21 22 23 24 25 26 27 28 2 1 2 3 4 5 6 7 8 9 K L M N O P Q R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 9 1c 2c 3c 4c 5c 6c 7c 8c

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

In the Sidebar Menu , click Account Reporting . 1. Select an account and saved report using the appropriate drop-down. 2. Click the Apply button to run the report.

1d 2d 3d 4d 5d 6d 7d 8d

11a 12a 13a 14a 15a 16a 17a 18a 1

11b 12b 13b 14b 15b 16b 17b 18b 1

A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Account Reporting: Account Reporting

21

Security

Protecting Your Information

Here at ISB, we do all we can to protect your personal information and provide you with a reliable online experience. However, we rely on you to take further precautions to assure the safety of your accounts. By following our tips, Online Banking can be a secure and efficient method for all your banking needs. General Guidelines • Make sure your operating system and antivirus software are up to date. • Always use secure wireless (WiFi) networks that require a login ID and password. • Never leave your computer unattended while using Online Banking. • Monitor your recent account history for unauthorized transactions. • Always log off of Online Banking when you’re finished and close the browser. Login ID and Password • Create strong passwords by using a mixture of uppercase and lowercase letters, numbers and special characters. • Do not create passwords containing your initials or birthday. • Change your passwords periodically. • Memorize your passwords instead of writing them down. • Only register personal devices, and avoid using features that save your login IDs and passwords. Fraud Prevention • Do not open email attachments or click on links from unknown sources. • Avoid giving out personal information on the phone or through email. • Shred unwanted, sensitive documents including receipts, checks, deposit slips, pre-approved credit card offers and expired cards. • Act quickly. If you suspect your financial information is compromised, contact us immediately at 866-788-BANK (2267).

Security: Protecting Your Information

22

Security

Having peace of mind is critical when it comes to your online banking experience. When you create an alert through Online Banking, you specify the conditions that trigger that alert, so you stay on top of what’s important to you. Edit Delivery Preferences You can add additional delivery methods to notify you about your accounts wherever you are. Alerts Overview

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J3 A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J3 J3

11 12 13 14 1 21 22 23 24 2 1 2 3 4 5 K L M N O U V W X Y A B C D E 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c K L M N O U V W X Y A B C D E 1a 2a 3a 4a 5 1b 2b 3b 4b 5 1c 2c 3c 4c 5 1d 2d 3d 4d 5d 11a 12a 13a 14a 1 11a 12a 13a 14a 15 11b 12b 13b 14b 15b A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 11b 12b 13b 14b 1 1d 2d 3d 4d 5 A1 B1 C1 D1 E A2 B2 C2 D2 E A3 B3 C3 D3 E

at the top right corner of the page, click Alerts .

In the

1. Click the Configure button. 2. To enable email alerts:

a. Enter your email address. b. Click the Save button.

3. To enable text alerts:

a. Enter your phone number. b. Click the “Enable number for alerts?” toggle. c. You will be sent a validation code. Click the OK button once you have entered he validation code.

Security: Alerts Overview

23

Security Editing Alerts

Account Alerts There should be no surprises when it comes to your finances. Account Alerts can notify you when the balances in your accounts go below or above a set amount.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2

at the top right corner of the page, click Alerts . 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c K L M N O P Q U V W X Y Z A B C D E F G J1 J2 J1 J2 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 1d 2d 3d 4d 5d 6d 7d J3 J3 11a 12a 13a 14a 15a 11b 12b 13b 14b 15b 16b 17b A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 11b 12b 13b 14b 15b 1d 2d 3d 4d 5d 11a 12a 13a 14a 15a 16a 17a A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3

In the

1. Use the drop-down to choose an account. 2. Enable and disable alerts: a. Click the or

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

icon to disable an alert. icon to enable an alert. J1

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b. Click the

or

A1 B1 C1 D1 E1 F1 G1 H1 I1

3. Enter a dollar amount, if required. 4. Click the Submit button.

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

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Security: Editing Alerts

24

Security Alerts We want you to feel confident while using Online Banking. To help you feel safe and in control, Security Alerts are implemented in your accounts to notify you immediately when security scenarios occur.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 1 1 1 1 1 1 1 21 22 23 24 25 26 27 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c a a a a a a a b b b b b b b c c c c c c c 1d 2d 3d 4d 5d 6d 7d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d icon to disable an alert. icon to enable an alert. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 J2 J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

at the top right corner of the page, click Alerts . A2 B2 C2 D2 E2 F2 G2 H2 I2

In the

11a 12a 13a 14a 15a 16a 17 1d 2d 3d 4d 5d 6d 7d

A3 B3 C3 D3 E3 F3 G3 H3 I3

1. Click the Security Alerts t b. 2. Enable and disable alerts: a. Click the or

11b 12b 13b 14b 15b 16b 17 11a 12a a a a a

A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 11b 12b 13b 14b 15b 16b 17 1 1 1 1 1 1 1 2 2 2 2 2 2 2 A3 B3 C3 D3 E3 F3 G3

b. Click the

or

3. Enter a dollar amount, if required. 4. Click the Submit button.

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

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A1 B1 C1 D1 E1 F1 G1 H1 I1 Note : You will receive an email or SMS/Text when an alert is added or updated. J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3

J1

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Security: Alerts Overview

25

Security

If you have questions about your accounts or need to speak with someone at ISB, Secure Messages allows you to communicate directly with a ISB customer service representative. From the Secure Messages page, you can view replies, old messages, create new conversations and attach images. Secure Message Overview

11 12 13 14 1 21 22 23 24 2 1 2 3 4 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c K L M N U V W X A B C D 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 1 1d 2d 3d 4d 5d 6d 7d K L M N O P Q U V W X Y Z A B C D E F G A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 H A3 B3 C3 D3 E3 F3 G3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 1 12 13 14 15 16 17 21 2 23 24 25 26 27 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 11a 12a 13a 14a 11b 12b 13b 14b 1d 2d 3d 4d A1 B1 C1 D1 A2 B2 C2 D2 A3 B3 C3 D3 J3 11 12 13 14 15 16 17 1 21 22 23 24 25 26 27 2 1 2 3 4 5 6 7 8 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J2 A3 B3 C3 D3 E3 F3 G3 H3 I3

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 3 14 15 16 17 18 19 20 3 24 25 26 27 28 29 30 3 4 5 6 7 8 9 J M N O P Q R S T W X Y Z C D E F G H I 10a 3a 4a 5a 6a 7a 8a 9a 10b b 4b 5b 6b 7b 8b 9b 10c c 4c 5c 6c 7c 8c 9c 10d d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

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J2

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3b 14b 15b 16b 17b 18b 19b 20b

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In the Sidebar Menu , click Secure Message . A. Click the appropriate tab at the top to view your inbox, sent messages or archived messages. B. Click on a message to open it in a new screen. C. Delete multiple messages by checking the box next to the corresponding messages or check the “select all” box and click the icon. D. Archive multiple messages by checking the box next to the corresponding messages or check the “select all” box and click the icon. E. Archive an opened message by clicking the Archive button, delete by clicking J1 J2 J3

C1 D1 E1 F1 G1 H1 I1

C2 D2 E2 F2 G2 H2 I2

1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c

C3 D3 E3 F3 G3 H3 I3

1d 2d 3d 4d 5d 6d 7d

11a 12a 13a 14a 15a 16a 17a

11b 12b 13b 14b 15b 16b 17b

A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3

the Trash button or reply by clicking the Reply button. F. Return to your mailbox by clicking the “Back” link.

Security: Secure Message Overview

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