Orrstown Bank Consumer Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Account Details Overview	14
Quick Transfer	16
Account Nickname	17
Details & Settings	18
Manage Accounts	19
Overview	19
Manual Accounts	20
Adding a Manual Account	20
Editing a Manual Account	21
Deleting a Manual Account	22
Security	23
Protecting Your Information	23
General Guidelines	23
Login ID and Password	23
Fraud Prevention	23
Security Preferences	24
Change Password	24
Change Login ID	25
	25
Secure Delivery	26
Mobile Security Preferences	27
Enabling Touch ID or Fingerprint Login	27
Enabling Passcode Authentication	29
Enabling Face ID	30
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	31
Alerts Overview	32
Account Alerts	33
History Alerts	34
Online Transaction Alerts	35
Reminders	36
Enabling and Disabling Push Notifications	37
Secure Message Overview	38
Sending a Secure Message	39
Transactions	40
Funds Transfer	40
Adding a Personal External Account	42
Verifying a Personal External Account	43
Online Activity Overview	44
Using Filters	45
Creating or Deleting Custom Views Using Favorites	45
Editing Transactions	46
Canceling Transactions	47
Services	48
Stop Payment Request	48
Single Check	48
Multiple Checks	49
CardSwap	50
Getting Started	50
Overview	52
Check Reorder	53
Settings	54
Apple® Watch	54
Apple® Watch Setup	54
Viewing Balances and Transactions	54
Account Preferences	55
SMS Enrollment	56
Mobile Deposit Enrollment	58
Mobile Deposits	59
Address Management	60
Accessibility	62
Locations	63
Branches and ATMs	63
Financial Tools	64
Initial Setup	64
Enrolling in Financial Tools	64
Linking an Account	65
Unlinking an Account	66
Categorizing Transactions	67
Splitting a Transaction	68
Financial Tools Home Page	69
Spending Overview	70
Spending: Recategorizing a Transaction	71
Budgets Overview	73
Auto-generated Budgets	74
Budgets From Scratch	74
Editing or Deleting a Budget	75
Managing Budgets	76
Trends Overview	77
Net Worth Overview	78
Debts Overview	79
Bill Payment	80
Bill Pay Overview	80
Creating a Payee	80
Editing a Payee	82
Deleting a Payee	83
Making a Single Payment	84
Paying Multiple Bills	85
Payment Activity	86
Cancel a Pending Payment	87
Bill Payment	88
Bill Payment Overview	88
Hiding or Unhiding Payees from Payment Screen	90
Hide a Payee	90
Unhide a Payee	90
Creating a Payee Overview	91
Creating a Payee: Company	92
For a Known Payee	93
For an Unknown Payee	94
Creating a Payee: Person	95
Part 1 of 3: Choosing Payee and Payment Method	95
Part 2 of 3: Adding Payee Information	96
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	97
Editing a Payee	98
Deleting a Payee	99
Scheduling Payments	100
Rush Delivery	101
Recurring Payments	103
Editing Payments	105
Skipping Payments	107
Deleting Payments	108
Setting Up eBills	109
Adding an Account	110
Editing an Account	111
Deleting an Account	112
Editing Alerts	113
Categories	114
Editing a Category	115
Deleting a Category	116
GiftPay Overview	117
Creating a Recipient: Gift Check	118
Creating a Recipient: Donation	120
Sending a Gift	122
Sending a Donation	124
Editing a Gift or Donation Recipient	126
Deleting a Gift or Donation Recipient	127
Editing a Pending Gift or Donation	129
Deleting a Pending Gift or Donation	131

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