Prism Bank Digital Banking User Guide

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Getting Started	3
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
Logging In	9
Out-of-Band Authentication	11
Logging Off	12
DUO Mobile	13
Resetting a Forgotten Password	15
Accounts	16
Dashboard Overview	16
Account Details Overview	18
Transaction Details	20
Adding a New Account	22
Adding an Account to Money Manager	23
Adding an External Account	24
Removing an External Account	26
Opening a New Account	27
Editing Favorite Accounts	29
Organize Dashboard	30
Reorder Accounts	30
Rename Accounts	31
Hide/Unhide Accounts	32
Hide/Unhide Dashboard Tiles	33
App Appearance	34
Favorite Payees	35
Selecting Favorite Payees	35
Money Manager	36
Initial Setup	36
Tagging Transactions	37
Splitting a Transaction	39
Money Manager Dashboard	41
Spending by Category	42
Budget	44
Adding Budgets	45
Managing Budgets	46
Add a Budget Alert	48
Cashflow Overview	49
Add a Bill or Income	50
Net Worth	51
Add an Unlinked Asset or Debt	52
Goals	53
Adding Goals	54
Save for Goals	54
Pay Off Goals	55
Add a Goal Alert	56
Managing Goals	57
Security	58
Protecting Your Information	58
General Guidelines	58
Login ID and Password	58
Fraud Prevention	58
Login Settings	59
Change Username	59
Change Password	60
Change Security Questions	61
Recent Logins	62
Mobile Security Preferences	63
Enabling Biometric Sign-In	63
Enabling FaceID	64
Enabling PIN Login	65
Auto-Login	66
Alerts	67
Alerts Overview	67
Custom Alerts	68
Bill Pay Alerts	69
Security Alerts	70
Money Manager Alerts	71
Turning Alerts On and Off	72
Editing or Deleting Alerts	73
Previous Alerts	74
Move Money	75
Move Money Overview	75
Bill Pay Enrollment	76
Adding a Payee	78
Person to Person Payee	78
Bill Pay Payee - Company	80
Bill Pay Payee - Individual	82
Favoriting a Payee	85
Editing a Payee	86
Deleting a Payee	87
New Transaction	88
Transferring Money Between Your Accounts	88
Making a Loan Payment	90
Transferring Money to Another Person (P2P)	93
Making a Bill Pay Payment	95
Editing Transfers/Payments	97
Skip Transfers/Payments	98
Deleting Transfers/Payments	99
Deposit Checks	100
Remote Deposit	100
Manage Cards	101
Turn Card On or Off	101
Card Name	102
Card Alert	103
Temporary Spending Limit Increase	104
Change PIN	105
Report Lost or Stolen Card	106
Travel Notification	107
Enable Automatic On/Off	109
Google Pay/Apple Pay	111
Reports	112
Creating a New Report	112
Account Activity Report	112
Sub-User Account Access Report	113
Running an Existing Report	114
Editing a Report	115
Deleting a Report	116
Services	117
Locations	117
Secure Message Overview	118
Sending a Secure Message	119
Submit a Form	120
Documents	121
Document Enrollment	121
Viewing Documents	122
Stop Payment	123
Single Check	123
Multiple Checks	125
ACH Permanently Stop Payment	127
ACH Set Expiration Date	129
Settings	131
Contact Settings	131
Adding a New Phone	131
Editing a Phone	132
Deleting a Phone	133
Editing an Email Address	134
Sub-Users	135
Sub-Users Overview	135
Sub-User Overview	136
Adding a New Sub-User	137
Editing a Sub-User	139
Part 1: Editing Sub-User Access	140
Part 2: Editing Sub-User Limits	141
Deleting a Sub-User	142

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