Leader Bank Digital Banking User Guide

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Transactions 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 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