Peoples Savings Bank Consumer Online Banking User Guide
First page
Table of contents
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Getting Started
8
Digital Banking System Requirements
8
Browser (Desktop & Mobile)
8
Mobile Device (App)
8
Mobile Remote Deposit Capture
8
New User Enrollment
9
Logging In
10
Out-of-Band Authentication
12
Logging Off
13
DUO Mobile
14
Resetting a Forgotten Password
16
Retrieve a Forgotten Username
17
Accounts
18
Dashboard Overview
18
Account Details Overview
20
Transaction Details
22
Adding a New Account
24
Opening a New Account
25
Organize Dashboard
27
Reorder Accounts
27
Rename Accounts
28
Hide/Unhide Accounts
29
Hide/Unhide Dashboard Tiles
30
App Appearance
31
Quick Pay
32
Selecting Favorite Payees
32
Person to Person
33
Bill Pay
35
Monthly Activity
37
Security
38
Protecting Your Information
38
General Guidelines
38
Login ID and Password
38
Fraud Prevention
38
Login Settings
39
Change Username
39
Change Password
40
Change Security Questions
41
Recent Logins
42
Mobile Security Preferences
43
Enabling Biometric Sign-In
43
Enabling FaceID
44
Enabling PIN Login
45
Auto-Login
46
Alerts
47
Alerts Overview
47
Custom Alerts
48
Bill Pay Alerts
49
Security Alerts
50
Turning Alerts On and Off
51
Editing or Deleting Alerts
52
Previous Alerts
53
Move Money
54
Move Money Overview
54
Adding a Payee
55
Person to Person Payee
55
Bill Pay Payee - Company
57
Bill Pay Payee - Individual
59
Favoriting a Payee
62
Editing a Payee
63
Deleting a Payee
64
New Transaction
65
Transferring Money Between Your Accounts
65
Making a Loan Payment
67
Transferring Money to Another Person (P2P)
69
Making a Bill Pay Payment
71
Editing Transfers/Payments
73
Skip Transfers/Payments
74
Deleting Transfers/Payments
75
Autobooks
76
Overview
76
Send an Invoice
77
Edit Invoice Draft
79
Mark Invoice as Paid
80
Copy Invoice
81
Email Invoice
83
Cancel Invoice
84
Edit Recurring Schedule
85
Pause Recurring Schedule
87
Resume Recurring Schedule
88
Cancel Recurring Schedule
89
Export Invoices
90
New Estimate
91
Edit an Estimate
93
Email an Estimate
95
Create an Invoice from an Estimate
96
Cancel an Estimate
98
Export Estimates
99
Add a Customer
100
Import Customers
101
Export Customers
102
Edit a Customer
103
Archive a Customer
105
Invoice Balance Details
107
New Product/Service
108
Edit Product/Service
109
Delete Product/Service
111
Invoice Settings
112
Edit Invoice Reminders and Fees
113
Payment Form Overview
115
Payment Form Settings
116
Share Your Payment Form Link
117
Email Your Payment Form Link
118
Payments
119
Refund a Payment
120
Cancel a Payment
121
Deposit Checks
122
Remote Deposit
122
Manage Cards
123
Turn Card On or Off
123
Card Name
124
Card Alert
125
Temporary Spending Limit Increase
126
Change PIN
127
Report Lost or Stolen Card
128
Travel Notification
129
Enable Automatic On/Off
131
Reports
133
Creating a New Report
133
Account Activity Report
133
Sub-User Account Access Report
134
Running an Existing Report
135
Editing a Report
136
Deleting a Report
137
Services
138
Locations
138
Secure Message Overview
139
Sending a Secure Message
140
Submit a Form
141
Documents
142
Viewing Documents
142
Settings
143
Contact Settings
143
Adding a New Phone
143
Editing a Phone
144
Deleting a Phone
145
Editing an Email Address
146
Language Preference
147
App Appearance
148
Sub-Users
149
Sub-Users Overview
149
Sub-User Overview
150
Adding a New Sub-User
151
Editing a Sub-User
153
Part 1: Editing Sub-User Access
154
Part 2: Editing Sub-User Limits
155
Deleting a Sub-User
156
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