Peoples Bank Online Banking User Guide

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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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