Peoples Savings Bank Business Online Banking User Guide

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Table of Contents Getting Started

Transaction Type Overview .........................................................................................8 Logging In.......................................................................................................................9 Multi-Factor Authentication.......................................................................................11 Logging Off ........................................................................................................................... 12 Duo Mobile ........................................................................................................................... 13 Resetting a Forgotten Password ...............................................................................15 Retrieve a Forgotten Username................................................................................16 Accounts Dashboard Overview..................................................................................................17 Account Details Overview ..........................................................................................19 Transaction Details .....................................................................................................21 Adding a New Account ...............................................................................................23 Editing Favorite Accounts...........................................................................................27 Organize Dashboard ..................................................................................................28 Reorder Accounts ................................................................................................................ 28 Rename Accounts ................................................................................................................ 29 Hide/Unhide Accounts ........................................................................................................ 30 Hide/Unhide Dashboard Tiles ............................................................................................ 31 App Appearance................................................................................................................... 32 Favorite Payees ...........................................................................................................33 Selecting Favorite Payees.................................................................................................... 33 Security Protecting Your Information......................................................................................34 General Guidelines .............................................................................................................. 34 Login ID and Password........................................................................................................ 34 Fraud Prevention ................................................................................................................. 34 Login Settings ..............................................................................................................35 Change Username ............................................................................................................... 35 Change Password ................................................................................................................ 36 Change Security Questions................................................................................................. 37 Recent Logins ..............................................................................................................38 Mobile Security Preferences......................................................................................39 Enabling Biometric Sign-In.................................................................................................. 39 Enabling FaceID.................................................................................................................... 40 Enabling PIN Login......................................................................................................41 Auto-Login....................................................................................................................42