Peoples Savings Bank Business Online Banking User Guide

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Table of Contents Getting Started

Business Online Banking Overview ............................................................................7 Sub-Users................................................................................................................................ 7 Companies .............................................................................................................................. 7 Transaction Type Overview .........................................................................................8 Accounts Dashboard Overview....................................................................................................9 Account Details Overview ..........................................................................................11 Transaction Details .....................................................................................................13 Adding a New Account ...............................................................................................15 Opening a New Account...................................................................................................... 16 Organize Dashboard ..................................................................................................19 Reorder Accounts ................................................................................................................ 19 Rename Accounts ................................................................................................................ 20 Hide/Unhide Accounts ........................................................................................................ 21 Hide/Unhide Dashboard Tiles ............................................................................................ 22 App Appearance................................................................................................................... 23 Quick Pay .....................................................................................................................24 Selecting Favorite Payees.................................................................................................... 24 Person to Person ................................................................................................................. 25 Bill Pay ................................................................................................................................... 27 Monthly Activity...........................................................................................................29 Security Protecting Your Information......................................................................................30 General Guidelines .............................................................................................................. 30 Login ID and Password........................................................................................................ 30 Fraud Prevention ................................................................................................................. 30 Login Settings ..............................................................................................................31 Change Username ............................................................................................................... 31 Change Password ................................................................................................................ 32 Change Security Questions................................................................................................. 33 Recent Logins ..............................................................................................................34 Mobile Security Preferences......................................................................................35 Enabling Biometric Sign-In.................................................................................................. 35 Enabling FaceID.................................................................................................................... 36 Enabling PIN Login......................................................................................................37 Auto-Login....................................................................................................................38