Peoples Savings Bank Consumer Online Banking User Guide

Getting Started8
Digital Banking System Requirements8
Browser (Desktop & Mobile)8
Mobile Device (App)8
Mobile Remote Deposit Capture8
New User Enrollment9
Logging In10
Out-of-Band Authentication12
Logging Off13
DUO Mobile14
Resetting a Forgotten Password16
Retrieve a Forgotten Username17
Accounts18
Dashboard Overview18
Account Details Overview20
Transaction Details22
Adding a New Account24
Opening a New Account25
Organize Dashboard27
Reorder Accounts27
Rename Accounts28
Hide/Unhide Accounts29
Hide/Unhide Dashboard Tiles30
App Appearance31
Quick Pay32
Selecting Favorite Payees32
Person to Person33
Bill Pay35
Monthly Activity37
Security38
Protecting Your Information38
General Guidelines38
Login ID and Password38
Fraud Prevention38
Login Settings39
Change Username39
Change Password40
Change Security Questions41
Recent Logins42
Mobile Security Preferences43
Enabling Biometric Sign-In43
Enabling FaceID44
Enabling PIN Login45
Auto-Login46
Alerts47
Alerts Overview47
Custom Alerts48
Bill Pay Alerts49
Security Alerts50
Turning Alerts On and Off51
Editing or Deleting Alerts52
Previous Alerts53
Move Money54
Move Money Overview54
Adding a Payee55
Person to Person Payee55
Bill Pay Payee - Company57
Bill Pay Payee - Individual59
Favoriting a Payee62
Editing a Payee63
Deleting a Payee64
New Transaction65
Transferring Money Between Your Accounts65
Making a Loan Payment67
Transferring Money to Another Person (P2P)69
Making a Bill Pay Payment71
Editing Transfers/Payments73
Skip Transfers/Payments74
Deleting Transfers/Payments75
Autobooks76
Overview76
Send an Invoice77
Edit Invoice Draft79
Mark Invoice as Paid80
Copy Invoice81
Email Invoice83
Cancel Invoice84
Edit Recurring Schedule85
Pause Recurring Schedule87
Resume Recurring Schedule88
Cancel Recurring Schedule89
Export Invoices90
New Estimate91
Edit an Estimate93
Email an Estimate95
Create an Invoice from an Estimate96
Cancel an Estimate98
Export Estimates99
Add a Customer100
Import Customers101
Export Customers102
Edit a Customer103
Archive a Customer105
Invoice Balance Details107
New Product/Service108
Edit Product/Service109
Delete Product/Service111
Invoice Settings112
Edit Invoice Reminders and Fees113
Payment Form Overview115
Payment Form Settings116
Share Your Payment Form Link117
Email Your Payment Form Link118
Payments119
Refund a Payment120
Cancel a Payment121
Deposit Checks122
Remote Deposit122
Manage Cards123
Turn Card On or Off123
Card Name124
Card Alert125
Temporary Spending Limit Increase126
Change PIN127
Report Lost or Stolen Card128
Travel Notification129
Enable Automatic On/Off131
Reports133
Creating a New Report133
Account Activity Report133
Sub-User Account Access Report134
Running an Existing Report135
Editing a Report136
Deleting a Report137
Services138
Locations138
Secure Message Overview139
Sending a Secure Message140
Submit a Form141
Documents142
Viewing Documents142
Settings143
Contact Settings143
Adding a New Phone143
Editing a Phone144
Deleting a Phone145
Editing an Email Address146
Language Preference147
App Appearance148
Sub-Users149
Sub-Users Overview149
Sub-User Overview150
Adding a New Sub-User151
Editing a Sub-User153
Part 1: Editing Sub-User Access154
Part 2: Editing Sub-User Limits155
Deleting a Sub-User156

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