Peoples Savings Bank Consumer Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	3
Digital Banking System Requirements	7
Browser (Desktop & Mobile)	7
Mobile Device (App)	7
Mobile Remote Deposit Capture	7
New User Enrollment	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	17
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	34
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
Alerts	43
Alerts Overview	43
Custom Alerts	44
Bill Pay Alerts	45
Security Alerts	46
Turning Alerts On and Off	47
Editing or Deleting Alerts	48
Previous Alerts	49
Move Money	50
Move Money Overview	50
Bill Pay Enrollment	51
Adding a Payee	53
Person to Person Payee	53
Bill Pay Payee - Company	55
Bill Pay Payee - Individual	57
Favoriting a Payee	60
Editing a Payee	61
Deleting a Payee	62
New Transaction	63
Transferring Money Between Your Accounts	63
Making a Loan Payment	65
Transferring Money to Another Person (P2P)	68
Making a Bill Pay Payment	70
Editing Transfers/Payments	72
Skip Transfers/Payments	73
Deleting Transfers/Payments	74
Deposit Checks	75
Remote Deposit	75
Manage Cards	76
Turn Card On or Off	76
Card Name	77
Card Alert	78
Temporary Spending Limit Increase	79
Change PIN	80
Report Lost or Stolen Card	81
Travel Notification	82
Enable Automatic On/Off	84
Google Pay/Apple Pay	86
Reports	87
Creating a New Report	87
Account Activity Report	87
Sub-User Account Access Report	88
Running an Existing Report	89
Editing a Report	90
Deleting a Report	91
Services	92
Locations	92
Secure Message Overview	93
Sending a Secure Message	94
Submit a Form	95
Documents	96
Document Enrollment	96
Viewing Documents	97
Settings	98
Contact Settings	98
Adding a New Phone	98
Editing a Phone	99
Deleting a Phone	100
Editing an Email Address	101
Sub-Users	102
Sub-Users Overview	102
Sub-User Overview	103
Adding a New Sub-User	104
Editing a Sub-User	106
Part 1: Editing Sub-User Access	107
Part 2: Editing Sub-User Limits	108
Deleting a Sub-User	109

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