Leader Bank Digital Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
7
New User Enrollment
7
Logging In
9
Logging Off
9
Resetting a Password
10
Home Page
12
Home Page Overview
12
Asset Summary Overview
14
Account Details Overview
15
Quick Transfer
17
Account Nickname
18
Details & Settings
19
Account Grouping
20
Editing a Group Name
21
Deleting a Group
21
Security
22
Protecting Your Information
22
General Guidelines
22
Login ID and Password
22
Fraud Prevention
22
Security Preferences
23
Change Password
23
Secure Delivery
24
Mobile Security Preferences
25
Enabling Touch ID or Fingerprint Login
25
Enabling Passcode Authentication
27
Enabling Face ID
28
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login
29
Alerts Overview
30
Account Alerts
31
History Alerts
32
Online Transaction Alerts
33
Reminders
34
Security Alerts Overview
35
Editing Delivery Preferences
35
Enabling and Disabling Push Notifications
36
Transaction Types
37
Moving Money Overview
37
Transactions
39
Loan Payments
39
Transfer Funds
41
Setup Send Money with Zelle®
43
Initial Setup
43
Adding a Recipient
44
Send Money with Zelle®
45
Request Money with Zelle®
47
Split Payment with Zelle®
48
Zelle® Settings
49
Manage External Accounts
50
Instant Verification
50
Trial-Deposits
51
Verify an External Transfer Account with Micro-Deposits
52
Manage External Transfer Accounts
54
Nickname External Transfer Accounts
54
Remove External Transfer Accounts
55
Digital Banking Activity Overview
56
Using Filters
57
Creating or Deleting Custom Views Using Favorites
58
Editing Transactions
59
Canceling Transactions
60
Pay with Bill Pay
61
Overview
61
Creating a Payee
62
Known Company
62
Unknown Company
64
Person
66
Editing a Payee
68
Deleting a Payee
69
Editing Pending Payments
74
Cancel Pending Payments
75
Viewing Transaction Details
76
Single Transaction
76
Multiple Transactions
77
Creating a Reminder
79
Managing Reminders
81
Editing Reminders
82
Deleting Reminders
83
Editing Account Name
84
Deleting an Account
85
Services
86
Statement Delivery
86
Stop Payment Request
88
Single Check
88
Multiple Checks
89
Check Reorder
90
Settings
91
Quick Balance
91
To Enable Quick Balance
91
To Use Quick Balance
92
Manage Accounts
93
Accessibility
94
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