The Harvard State Bank Digital Banking Business Features Guide

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Mobile Security Preferences......................................................................................37 Enabling Biometric Sign-In.................................................................................................. 37 Enabling FaceID.................................................................................................................... 38 Enabling PIN Login......................................................................................................39 Auto-Login....................................................................................................................40 Move Money Move Money Overview...............................................................................................41 Bill Pay Enrollment......................................................................................................42 Adding a Payee............................................................................................................44 Person to Person Payee...................................................................................................... 44 Bill Pay Payee - Company.................................................................................................... 46 Bill Pay Payee - Individual.................................................................................................... 48 Favoriting a Payee................................................................................................................ 51 Editing a Payee...................................................................................................................... 52 Deleting a Payee................................................................................................................... 53 New Transaction..........................................................................................................54 Transferring Money Between Your Accounts................................................................... 54 Making a Loan Payment...................................................................................................... 56 Transferring Money to Another Person (P2P)................................................................... 58 Making a Bill Pay Payment.................................................................................................. 61 Editing Transfers/Payments................................................................................................ 63 Skip Transfers/Payments..................................................................................................... 64 Deleting Transfers/Payments............................................................................................. 65 Deposit Checks Remote Deposit...........................................................................................................66 Manage Cards Turn Card On or Off....................................................................................................67 Card Name...................................................................................................................68 Card Alert.....................................................................................................................69 Change PIN...................................................................................................................70 Enable Automatic On/Off...........................................................................................71 Services Locations. .....................................................................................................................73 Secure Message Overview.........................................................................................74 Sending a Secure Message.........................................................................................75 Submit a Form...................................................................................................................... 76 Documents...................................................................................................................77 Document Enrollment......................................................................................................... 77 Viewing Documents............................................................................................................. 78