Peoples Savings Bank Business Online Banking User Guide

Business Online Banking User Guide

Peoples Savings Bank "The People You Know And Trust"

II

Published by Murphy & Company, Inc. 13610 Barrett Office Drive, Suite 206

St. Louis, MO 63021 www.mcompany.com

© 2009-2022 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Adobe Reader is a registered trademark of Adobe Systems, Inc. Copyright 2021 CSI. All rights reserved. Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

1

Getting Started

Welcome to Business Online Banking with Peoples Savings Bank! Whether you are at home or the office using a mobile phone, tablet or laptop, we strive to make your Business Online Banking experience easy and convenient. By adding powerful commercial products and features, PSB provides you with the complex tools your business needs to achieve its goals. Business Online Banking shares similar features with our personal accounts, but this guide is designed to direct you through business features only. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Business Online Banking process. If you have additional questions, contact us at 573-409-4057.

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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...................................................................................................18 Reorder Accounts................................................................................................................. 18 Rename Accounts................................................................................................................. 19 Hide/Unhide Accounts......................................................................................................... 20 Hide/Unhide Dashboard Tiles............................................................................................. 21 App Appearance................................................................................................................... 22 Quick Pay......................................................................................................................23 Selecting Favorite Payees.................................................................................................... 23 Person to Person.................................................................................................................. 24 Bill Pay. .................................................................................................................................. 26 Monthly Activity...........................................................................................................28 Security Protecting Your Information......................................................................................29 General Guidelines............................................................................................................... 29 Login ID and Password........................................................................................................ 29 Fraud Prevention.................................................................................................................. 29 Login Settings...............................................................................................................30 Change Username................................................................................................................ 30 Change Password................................................................................................................. 31 Change Security Questions................................................................................................. 32 Recent Logins...............................................................................................................33 Mobile Security Preferences......................................................................................34 Enabling Biometric Sign-In.................................................................................................. 34 Enabling FaceID. ................................................................................................................... 35 Enabling PIN Login. .....................................................................................................36 Auto-Login....................................................................................................................37

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Alerts Alerts Overview............................................................................................................38 Custom Alerts. ...................................................................................................................... 39 Bill Pay Alerts. ....................................................................................................................... 40 Business Banking Alerts. ..................................................................................................... 41 Security Alerts....................................................................................................................... 42 Turning Alerts On and Off................................................................................................... 43 Editing or Deleting Alerts............................................................................................44 Previous Alerts.............................................................................................................45 Move Money Move Money Overview...............................................................................................46 Adding a Payee............................................................................................................47 Person to Person Payee. ..................................................................................................... 47 Bill Pay Payee - Company.................................................................................................... 49 Bill Pay Payee - Individual.................................................................................................... 51 Favoriting a Payee................................................................................................................ 54 Editing a Payee...................................................................................................................... 55 Deleting a Payee................................................................................................................... 56 New Transaction..........................................................................................................57 Transferring Money Between Your Accounts................................................................... 57 Making a Loan Payment...................................................................................................... 59 Transferring Money to Another Person (P2P)................................................................... 61 Making a Bill Pay Payment.................................................................................................. 63 Editing Transfers/Payments................................................................................................ 65 Skip Transfers/Payments..................................................................................................... 66 Deleting Transfers/Payments. ............................................................................................ 67 Autobooks Overview.......................................................................................................................68 Send an Invoice............................................................................................................69 Edit Invoice Draft.........................................................................................................71 Mark Invoice as Paid. ..................................................................................................72 Copy Invoice.................................................................................................................73 Email Invoice................................................................................................................75 Cancel Invoice..............................................................................................................76 Edit Recurring Schedule..............................................................................................77 Pause Recurring Schedule..........................................................................................79 Resume Recurring Schedule......................................................................................80 Cancel Recurring Schedule.........................................................................................81 Export Invoices. ...........................................................................................................82 New Estimate...............................................................................................................83 Edit an Estimate...........................................................................................................85

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Email an Estimate........................................................................................................87 Create an Invoice from an Estimate..........................................................................88 Cancel an Estimate......................................................................................................90 Export Estimates..........................................................................................................91 Add a Customer...........................................................................................................92 Import Customers.......................................................................................................93 Export Customers........................................................................................................94 Edit a Customer...........................................................................................................95 Archive a Customer.....................................................................................................97 Invoice Balance Details...............................................................................................99 New Product/Service................................................................................................ 100 Edit Product/Service................................................................................................. 101 Delete Product/Service............................................................................................ 103 Invoice Settings......................................................................................................... 104 Edit Invoice Reminders and Fees. ................................................................................... 105 Payment Form Overview......................................................................................... 107 Payment Form Settings. .......................................................................................... 108 Share Your Payment Form Link.............................................................................. 109 Email Your Payment Form Link. ............................................................................. 110 Payments................................................................................................................... 111 Refund a Payment.................................................................................................... 112 Cancel a Payment..................................................................................................... 113 Deposit Checks Remote Deposit........................................................................................................ 114 Manage Cards Turn Card On or Off................................................................................................. 115 Card Name................................................................................................................ 116 Card Alert. ................................................................................................................. 117 Temporary Spending Limit Increase...................................................................... 118 Change PIN................................................................................................................ 119 Report Lost or Stolen Card...................................................................................... 120 Travel Notification.................................................................................................... 121 Enable Automatic On/Off........................................................................................ 123 Services Locations. .................................................................................................................. 125 Secure Message Overview. ..................................................................................... 126 Sending a Secure Message...................................................................................... 127 Submit a Form. .................................................................................................................. 128 Documents................................................................................................................ 129 Viewing Documents. ......................................................................................................... 129

5

Settings Contact Settings........................................................................................................ 130 Adding a New Phone......................................................................................................... 130 Editing a Phone.................................................................................................................. 131 Deleting a Phone............................................................................................................... 132 Editing an Email Address.................................................................................................. 133 Language Preference............................................................................................... 134 App Appearance....................................................................................................... 135 Sub-Users Sub-Users Overview................................................................................................. 136 Sub-Users Overview.......................................................................................................... 137 Adding a New Sub-User ................................................................................................... 138 Editing a Sub-User.................................................................................................... 140 Part 1: Editing Sub-User Access....................................................................................... 141 Part 2: Editing Sub-User Limits........................................................................................ 142 Part 3: Editing Sub-User Authentication......................................................................... 143 Deleting a Sub-User. ................................................................................................ 144 Company Management Company Management Overview.......................................................................... 145 Part 1: Adding a Company................................................................................................ 146 Part 2: Adding a New Participant . ........................................................................ 148 Part 3: Company Limits..................................................................................................... 150 Adding Participant to an Existing Company.......................................................... 151 Uploading Participants. .................................................................................................... 153 Editing a Company. .................................................................................................. 154 ACH New ACH Batch......................................................................................................... 155 Part 1: Creating an ACH Batch......................................................................................... 155 Part 2: Adding an Existing Participant............................................................................. 157 Part 3: Adding a Detailed Record. ................................................................................... 158 Part 4: Finalizing the ACH Batch. ..................................................................................... 160 Part 5: Scheduling the ACH Batch. .................................................................................. 161 Part 6: Reviewing the ACH Batch..................................................................................... 162 Creating an ACH Template...................................................................................... 163 Part 1: Creating an ACH Template................................................................................... 163 Part 2: Adding an Existing Participant............................................................................. 165 Part 3: Adding a Detail Record......................................................................................... 166 Part 4: Finalizing an ACH Template................................................................................. 168 Part 5: Reviewing an ACH Template................................................................................ 169

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Initiating a Template................................................................................................ 170 Part 1: Initiating a Template............................................................................................. 170 Part 2: Scheduling an ACH Batch..................................................................................... 172 Part 3: Reviewing an ACH Batch. ..................................................................................... 173 Editing an ACH Template......................................................................................... 174 Deleting an ACH Template...................................................................................... 175 ACH File Upload........................................................................................................ 176 Creating a Template for Delimiter Separated File Uploads. ........................................ 178 Editing a Template for Delimiter Separated File Uploads............................................ 180 Deleting a Template for Delimiter Separated File Uploads.......................................... 181 Uploading a Delimiter Separated File............................................................................. 182 Editing an ACH Batch............................................................................................... 185 Deleting an ACH Batch............................................................................................. 186 Approving an ACH Batch......................................................................................... 187 Reversing an ACH Batch.......................................................................................... 188 Positive Pay Introduction. ............................................................................................................. 190 Manually Add a Check. ............................................................................................ 191 Check Upload Templates......................................................................................... 193 Fixed Length Template. .................................................................................................... 193 Delimiter Separated Template. ....................................................................................... 195 Edit Upload Templates. ........................................................................................... 197 Manually Add Checks Via Upload........................................................................... 199 Managing Exceptions............................................................................................... 201 Historical Decisions.................................................................................................. 202 Reports Creating a New Report............................................................................................. 203 Running an Existing Report..................................................................................... 204 Editing a Report........................................................................................................ 205 Deleting a Report...................................................................................................... 206

7

Getting Started

Business Online Banking Overview Whether you’re an enterprise, large corporation or small organization, our flexible Business Online Banking can efficiently serve you. Depending on your bank or company policy, you may need to set up your sub-users and/or companies before jumping into our state-of-the-art system. Sub-Users If your business only needs one person with access to Business Online Banking, you can set up a single login ID and password. This is typical for small companies who primarily use basic Online Banking tools with occasional business transactions. For larger organizations, our system lets you establish multiple login IDs and passwords for authorized employees. You can customize which employees get access to different features or accounts within Business Online Banking by establishing user entitlements. Companies Companies are different entities owned or managed by one master user. Business Online Banking allows you to manage your companies, offering centralized control to the parent company with the convenience of a single banking system.

Getting Started: Business Online Banking Overview

8

Getting Started

Various types of payment methods are offered through Business Online Banking including wire and ACH transfers. Though both methods are quick, electronic payments, wires are the fastest way to transfer money between accounts. ACH transactions can be sent as a single or batch process, and funds are generally not available until the next business day. Please contact us at 573-409-4057 for a full list of wire and ACH fees or if you have any questions. Transaction Type Overview

Getting Started: Transaction Type Overview

9

Accounts

Dashboard Overview After logging in, you are taken directly to the dashboard. From here, you can navigate to every feature within Online Banking. You can view the balances in your accounts, see your account summaries and more! 10 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 19 20 21 2 3 4 5 6 7 8 29 30 1 2 3 4 5 6 7 8 9

11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1 2d

J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1 2 3 4 5 6 7 8 9 10b 1 2 3 4 5 6 7 8 9 10c 1 2 3 4 5 6 7 8 9 d 1 2 3 4 5 6 17 8 19 2 a 1 2 3 4 5 6 7 8 19 2 b d d d d d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A B C D E F G H1 I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J1 A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J3 A B C D E F G H3 I J1 J2 A B C D E F G H2 I2 J3 A2 B2 C2 D2 E2 F2 G2 H2 I2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2

J1 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1 2 3 4 5a 6a 7a 8a 1 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c K L M N O P Q R U V W X Y Z A B C D E F G H 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 J2 1 1a 2a 3a 4a 5a 6a 7a 8a 9a 1 1b 2b 3b 4b 5b 6b 7b 8b 9b 1 1c 2c 3c 4c 5c 6c 7c 8c 9c 1 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 11b 12b 13b 14b 15b 16b 17b 18b 1d 2d 3d 4d 5d 6d 7d 8d A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 0 1a 2 3 4 5 6 7 8a 9 0 1b 2 3 4 5 6 7 8 9 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J3 A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 J1 J2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 11 12 13 14 15 16 17 1 21 22 23 24 25 26 27 2 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 1 11 12 13 14 15 16 17 18 19 2 21 22 23 24 25 26 27 28 29 3 1 2 3 4 5 6 7 8 9 11 12 13 14 15 16 17 18 1 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 1d 2d 3d 4d 5d 6d 7d 11a 12a 13a 14a 15a 16a 17a 18a 19a 11b 12b 13b 14b 15b 16b 17b 18b 19b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J2 J3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

Accounts: Dashboard Overview A3 B3 C3 D3 E3 F3 G3 H3 I3

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A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate tab. B. Your accounts are displayed in an account tile with their balance. If you click

an account tile, you are taken to the Account Details page. C. Export your accounts into a different format by clicking the

icon.

D. The

icon opens the search bar to find transactions with that account.

E. Click the

icon to add a new account. Go to page 15 for more information.

F. Quick links let you quickly access different features. G. Autobooks allows you to create and send invoices, as well as accept online payments directly into your PSB checking account and automate bookkeeping tasks through PSB’s digital banking platform. For more information go to page 68. H. Quick Pay allows you to quickly pay your favorite payees. Payees marked as favorites appear here. Go to page 23 for more information. I. View your monthly checking, savings and loan activity on a graph. J. Click the icon to open bill pay chat.

Accounts: Dashboard Overview

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Accounts

Account Details Overview Selecting an PSB account on the dashboard takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances, so you stay organized and on top of your finances. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 2 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

10 17 18 19 20 27 28 29 30 7 8 9 J Q R S T G H I 10a 7a 8a 9a 10b 7b 8b 9b 10c 7c 8c 9c 10d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 17a 18a 19a 20a A2 B2 C2 D2 E2 F2 G2 H2 I2 J2

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 J2

J2 K L M N O P Q R U V W X Y Z A B C D E F G H J3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c K L M N O P Q U V W X Y Z A B C D E F G 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 1d 2d 3d 4d 5d 6d 7d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 J2 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 J1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

A2 B2 C2 D2 E2 F2 G2 H2 I2

A1 B1 C1 D1 E1 F1 G1 H1 I1 11b 2b 3b 4b 5b 6b 7b 8b 9b 20b

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

J1 A1 B1 C1 D1 E F1 G1 H1 I1 J A2 B2 C2 D2 E F G H I J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J3

17b 18b 19b 20b A3 B3 C3 D3 E3 F3 G3 H3 I3

A2 B2 C2 D2 E2 F2 G2 H2 I2

J1

G1 H1 I1

A3 B3 C3 D3 E3 F3 G3 H3 I3

J2

G2 H2 I2

J3

G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 1d 2d 3d 4d 5d 6d 7d 8d

11b 12b 13b 14b 15b 16b 17b 11a 2a 3a 4a 5a 6a 7a 8a

A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 11b 12b 13b 14b 15b 16b 17b 18b A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3

Accounts: Account Details Overview

12

A. On the dashboard, click on an account tile to view the Account Details screen. B. The available balance of your account is displayed in the top left corner. C. Export your transactions into a different format by clicking the icon. D. The icon opens the search bar to sort and find transactions within that account. E. Use the “Sort” link to sort your transactions. F. The Statements button allows you to enroll in and access digital statements. Go to page 129 for more information. G. Click the Bill Pay button to activate and make bill payments. H. You can view more details about a transaction by clicking on it. I. More details about the account are displayed in the upper right corner. Click the icon to view additional details.

Accounts: Account Details Overview

13

Accounts

Transaction Details

Access additional details about your transactions.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A1 B1 C1 D1 E1 F1 G1 H1 I1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J1

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

On the dashboard, select an account to view the Account Details screen. 1. Click a transaction. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

1d 2d 3d

11a 12a 13a

11b 12b 13b

A1 B1 C1 A2 B2 C2 A3 B3 C3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

A. Click the icon to download transaction details. B. Click the Category button to categorize a transaction. 1. Click the icon to add a category. 2. Click a category to categorize the transaction. 3. (Optional) Check the box to automatically apply this category to all similar transactions. A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

J2

J3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Transaction Details

14

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d A3 B3 C3 D3 E3 F3 G3 H3 I3 Note : Adding a tag makes transactions easier to search. Adding an image is a great way to organize receipts. icon to add a note to a transaction. D. Click the “+ Attach Image(s)” link to add an image to a transaction. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 C. Click the

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Transaction Details

15

Accounts

Adding a New Account

Open a new account with PSB.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

Click the View Accounts tab. 1. Click the icon.

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Adding a New Account

16

Opening a New Account

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 0 21 22 23 24 25 26 27 28 29 0 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

1d 2d 3d

11a 12a 13a

11b 12b 13b

A1 B1 C1 A2 B2 C2 A3 B3 C3

1. Click the Open Account button. 2. Select a social security number to create your new account for and click the Continue button. 3. You must confirm your ability to view your account disclosures. Click the “this document” link to open a pdf. 4. Enter the document code found in the previously opended pdf. 5. Add or remove the types of accounts you would like to open by clicking the appropriate button and click the Continue button.. J1 J2 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Adding a New Account

17

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c

10 16 17 18 19 20 26 27 28 29 30 6 7 8 9 J P Q R S T Z F G H I 10a 6a 7a 8a 9a 10b 6b 7b 8b 9b 10c 6c 7c 8c 9c 10d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

11a 12a 13a 14a 15a 16a 17a 18a 19a

16a 17a 18a 19a 20a

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

11b 12b 13b 14b 15b 16b 17b 18b 19b

16b 17b 18b 19b 20b

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

J1

F1 G1 H1 I1

J2

F2 G2 H2 I2

J3

F3 G3 H3 I3

10 7 18 19 20 7 28 29 30 7 8 9 J Q R S T G H I 10 8 19 20 8 29 30 8 9 10a a 8a 9a 10b b 8b 9b 10c c 8c 9c 10d d 8d 9d 10a a 9a 10b b 9b 10c 8c 9c 10d 8d 9d J R S T H I 7a 18a 19a 20a 7b 18b 19b 20b

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

6. (Optional) At anytime during the opening of a new account, you can click the Save & Resume Later button to save your progress and return at a later time to finish. 7. Enter your personal information and click the Continue button. 8. Review and accept the disclosure and privacy notice, and click the Continue button. 9. Select a funding source. 10. Enter an amount and any necessary information. 11. Click the Continue button and a confirmation email will be sent to you. J1 J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

G1 H1 I1 8a 19a 20a 2 H2 I2 8b 19b 20b G3 H3 I3 H1 I1 J1

J3

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

J2

H2 I2

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

Accounts: Adding a New Account

J3

H3 I3

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

18

Accounts

Organize Dashboard

Reorder, rename and hide accounts to customize your dashboard. You can also hide dashboard tiles. Reorder Accounts

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Click the “Manage Profile” link at the top of the side menu. 1. Click the Reorder Accounts button. 2. Click and drag an account to reorder them.

1d 2d 3d

11a 12a 13a

11b 12b 13b

A1 B1 C1 A2 B2 C2 A3 B3 C3

Accounts: Organize Dashboard

19

Rename Accounts

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

J1

J2

J3

Click the “Manage Profile” link at the top of the side menu. 1. Click the Rename Accounts button. 2. Rename your account(s). 3. Click the Save button when you are finished. J1

12a 13a 14a 15a 16a 17a 18a 19a 20a

12b 13b 14b 15b 16b 17b 18b 19b 20b

J1

B1 C1 D1 E1 F1 G1 H1 I1

Accounts: Organize Dashboard

J2

B2 C2 D2 E2 F2 G2 H2 I2

J3

B3 C3 D3 E3 F3 G3 H3 I3

20

Hide/Unhide Accounts

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Click the “Manage Profile” link at the top of the side menu. 1. Click the Hide Accounts button. 2. Select which accounts to hide or unhide.

1d 2d 3d

11a 12a 13a

11b 12b 13b

A1 B1 C1 A2 B2 C2 A3 B3 C3

Accounts: Organize Dashboard

21

Hide/Unhide Dashboard Tiles

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

Click the “Manage Profile” link at the top of the side menu. 1. Click the Hide Dashboard Tiles button. 2. Select which dashboard tiles to hide or unhide. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

1d 2d 3d

11a 12a 13a

11b 12b 13b

A1 B1 C1 A2 B2 C2 A3 B3 C3

Accounts: Organize Dashboard

22

App Appearance Change the way the app appears on your devices. These changes will apply to any device you use to log into your account.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

Click the “Manage Profile” link at the top of the side menu. 1. Select a display theme for the mobile app.. J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Organize Dashboard

23

Accounts

Quick Pay

Quickly send transfers to your favorite payees. Selecting Favorite Payees

11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c

1d 2d 3d 4d 5d 6d

11a 12a 13a 14a 15a 16a

11b 12b 13b 14b 15b 16b 11 12 13 14 15 16 17 1 21 22 23 24 25 26 27 2 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c 1d 2d 3d 4d 5d 6d 7d A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 1d 2d 3d 4d 5d 6d 7d 8d

Click the View Accounts tab. 1. Click the icon. 2. Check or uncheck the boxes next to the payees to add or remove them as favorites. 3. Click the Save button.

11a 12a 13a 14a 15a 16a 17a 18a

Accounts: Quick Pay 11b 12b 13b 14b 15b 16b 17b 18b A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2