Pueblo Bank and Trust Online Banking Desktop Edition User Guide

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Table of Contents Getting Started

User Enrollment.............................................................................................................6 New User................................................................................................................................. 6 Logging Off.............................................................................................................................. 7 Resetting a Forgotten Username. ...............................................................................8 Resetting a Forgotten Password..................................................................................9 Transactions Page 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 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 Moving Money Overview............................................................................................20 Transactions Transfers.......................................................................................................................21 Managing Transfers. ............................................................................................................ 23 Bill Pay 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