Pueblo Bank and Trust Online Banking Desktop Edition User Guide

First page Table of contents Next page Last page

Getting Started	6
User Enrollment	6
New User	6
Logging Off	7
Resetting a Forgotten Username	8
Resetting a Forgotten Password	9
Transactions Page	10
Transactions Page Overview	10
Account Settings	12
Edit Nickname	12
Hide Account	13
Unhide Account	13
Viewing and Printing a Transaction Image	14
Attaching an Image to a Transaction	15
Security	16
Protecting Your Information	16
General Guidelines	16
Login ID and Password	16
Fraud Prevention	16
Alerts Overview	17
Edit Delivery Preferences	17
Editing Alerts	18
Account Alerts	18
Security Alerts	19
Transaction Types	20
Moving Money Overview	20
Transactions	21
Transfers	21
Managing Transfers	23
Bill Pay	24
Payments Overview	24
Hiding or Unhiding Payees from Payment Screen	25
Creating a Payee Overview	26
Creating a Payee: Company	27
Creating a Payee: Person	29
Part 1 of 3: Choosing Payee and Payment Method	29
Part 2 of 3: Adding Payee Information	30
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code	31
Editing a Payee	32
Deleting a Payee	33
Scheduling Payments	34
Rush Delivery	35
Recurring Payments	37
Editing Payments	38
Skipping Payments	39
Canceling Payments	40
Setting Up eBills	41
Adding an Account	42
Editing an Account	43
Deleting an Account	44
Editing Personal Information	45
Editing Alerts	46
Categories	47
Editing a Category	48
Deleting a Category	49
Services	50
Stop Payment Request	50
Single Check	50
Range of Checks	52
Manage Cards	54
Disabling or Enabling a Card	54
Reordering Checks	55
Statement Delivery	56
Settings	58
Profile	58
Settings	59
Changing Account Order	59
Locations	60
Branches and ATMs	60
Contact Us	61
Important Phone Numbers	61

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