Peoples Bank and Trust Personal Accounts

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
First Time Login	8
Logging In	11
Logging Off	11
Resetting a Forgotten Password	12
Unlock User	14
Forgot User ID	15
Home Page	16
Home Page Overview	16
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Login ID and Password	24
Fraud Prevention	24
Security Preferences	25
Change Password	25
Change Login ID	26
Secure Delivery	27
Mobile Security Preferences	28
Enabling Touch ID or Fingerprint Login	28
Enabling Passcode Authentication	30
Enabling Face ID	31
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	32
Alerts Overview	33
Account Alerts	34
History Alerts	35
Online Transaction Alerts	36
Reminders	37
Security Alerts Overview	38
Editing Delivery Preferences	38
Enabling and Disabling Push Notifications	39
Secure Message Overview	40
Sending a Secure Message	41
Transaction Types	42
Moving Money Overview	42
Transactions	43
Funds Transfer	43
Loan Payments	45
Account to Account Transfer	47
Linking Someone’s Peoples Bank and Trust Account	47
Single Transfers Between Peoples Bank and Trust Accounts	48
Mobile Deposit Enrollment	49
Mobile Deposits	50
Activity Center Overview	51
Using Filters	52
Creating or Deleting Custom Views Using Favorites	52
Editing Transactions	53
Canceling Transactions	54
Deposited Checks	55
Bill Payment	56
Payments Overview	56
Hiding or Unhiding Payees from Payment Screen	57
Creating a Payee Overview	58
Creating a Payee: Company	59
Creating a Payee: Person	61
Part 1 of 3: Choosing Payee and Payment Method	61
Part 2 of 3: Adding Payee Information	62
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code	63
Editing a Payee	64
Deleting a Payee	65
Scheduling Payments	66
Rush Delivery	67
Recurring Payments	69
Editing Payments	70
Skipping Payments	71
Canceling Payments	72
Setting Up eBills	73
Adding an Account	74
Editing an Account	75
Deleting an Account	76
Editing Personal Information	77
Editing Alerts	78
Categories	79
Editing a Category	80
Deleting a Category	81
Personal Financial Management	82
Initial Setup	82
Linking an Account	82
Unlinking an Account	83
Categorizing Transactions	84
Splitting a Transaction	85
Online Banking Home Page	86
Net Worth Overview	87
Budgets Overview	88
Auto-generated Budgets	89
Budgets From Scratch	89
Editing or Deleting a Budget	90
Managing Budgets	91
Spending Overview	92
Spending: Recategorizing a Transaction	93
Trends Overview	95
Debts Overview	96
Services	97
Check Reorder	97
Apple® Watch	98
Apple® Watch Setup	98
Viewing Balances and Transactions	98
Text Enrollment	99
Settings	101
Account Preferences	101
Address Management	102
Themes and Languages	103
Accessibility	104
Quick Balance	105
To Enable Quick Balance	105
To Use Quick Balance	106
Locations	107
Branches and ATMs	107

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