Peoples Bank Online Banking User Guide
First page
Table of contents
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Getting Started
8
Digital Banking System Requirements
8
Browser (Desktop & Mobile)
8
Mobile Device (App)
8
Mobile Remote Deposit Capture
8
New User Enrollment
9
Logging In
10
Out-of-Band Authentication
12
Logging Off
13
DUO Mobile
14
Resetting a Forgotten Password
16
Retrieve a Forgotten Username
17
Password Security Check
18
Accounts
19
Dashboard Overview
19
Account Details Overview
20
Transaction Details
22
Adding a New Account
24
Adding an Account to Money Manager
25
Adding an External Account
26
Removing an External Account
28
Organize Dashboard
29
Reorder Accounts
29
Rename Accounts
30
Hide/Unhide Accounts
31
App Appearance
32
Quick Pay
33
Selecting Favorite Payees
33
Person to Person
34
Bill Pay
36
External Account
38
Monthly Activity
40
Move Money
41
Move Money Overview
41
Bill Pay Enrollment
42
Adding a Payee
44
Person to Person Payee
44
Bill Pay Payee - Company
46
Bill Pay Payee - Individual
48
Favoriting a Payee
51
Editing a Payee
52
Deleting a Payee
53
New Transaction
54
Transferring Money Between Your Accounts
54
Making a Loan Payment
56
Transferring Money to Another Person (P2P)
58
Making a Bill Pay Payment
60
Editing Transfers/Payments
62
Skip Transfers/Payments
63
Deleting Transfers/Payments
64
Money Manager
65
Initial Setup
65
Tagging Transactions
66
Splitting a Transaction
68
Money Manager Dashboard
70
Spending by Category
71
Budget
73
Adding Budgets
74
Managing Budgets
75
Add a Budget Alert
77
Cashflow Overview
78
Add a Bill or Income
79
Net Worth
80
Add an Unlinked Asset or Debt
81
Goals
82
Adding Goals
83
Save for Goals
83
Pay Off Goals
84
Add a Goal Alert
85
Managing Goals
86
Security
87
Protecting Your Information
87
General Guidelines
87
Login ID and Password
87
Fraud Prevention
87
Login Settings
88
Change Username
88
Change Password
89
Change Security Questions
90
Recent Logins
91
Mobile Security Preferences
92
Enabling Biometric Sign-In
92
Enabling FaceID
93
Enabling PIN Login
94
Auto-Login
95
Alerts
96
Alerts Overview
96
Custom Alerts
97
Bill Pay Alerts
98
Security Alerts
99
Money Manager Alerts
100
Turning Alerts On and Off
101
Editing or Deleting Alerts
102
Previous Alerts
103
Deposit Checks
104
Remote Deposit
104
Manage Cards
105
Turn Card On or Off
105
Card Name
106
Card Alert
107
Temporary Spending Limit Increase
108
Change PIN
109
Report Lost or Stolen Card
110
Travel Notification
111
Enable Automatic On/Off
113
Reports
115
Creating a New Report
115
Account Activity Report
115
Sub-User Account Access Report
116
Running an Existing Report
117
Editing a Report
118
Deleting a Report
119
Services
120
Locations
120
Secure Message Overview
121
Sending a Secure Message
122
Submit a Form
123
Documents
124
Document Enrollment
124
Viewing Documents
125
Stop Payment
126
Single Check
126
Multiple Checks
128
ACH
130
Settings
132
Contact Settings
132
Adding a New Phone
132
Editing a Phone
133
Deleting a Phone
134
Editing an Email Address
135
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