Triad Bank Digital Banking User Guide

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Move Money Move Money Overview...............................................................................................78 Bill Pay Enrollment......................................................................................................79 Adding a Payee............................................................................................................81 Bill Pay Payee - Company.................................................................................................... 81 Bill Pay Payee - Individual ................................................................................................... 83 Favoriting a Payee................................................................................................................ 86 Editing a Payee ..................................................................................................................... 87 Deleting a Payee .................................................................................................................. 88 New Transaction .........................................................................................................89 Transferring Money Between Your Accounts................................................................... 89 Making a Loan Payment...................................................................................................... 91 Transferring Money to Another Person (P2P) .................................................................. 94 Making a Bill Pay Payment.................................................................................................. 96 Editing Transfers/Payments ............................................................................................... 98 Skip Transfers/Payments .................................................................................................... 99 Deleting Transfers/Payments.......................................................................................... 100 Deposit Checks Remote Deposit ....................................................................................................... 101 Services Locations................................................................................................................... 102 Secure Message Overview ...................................................................................... 103 Sending a Secure Message ..................................................................................... 104 Submit a Form................................................................................................................... 105 Documents ............................................................................................................... 106 Document Enrollment...................................................................................................... 106 Viewing Documents.......................................................................................................... 107 Stop Payment ........................................................................................................... 108 Single Check ...................................................................................................................... 108 Multiple Checks ................................................................................................................ 110 ACH .................................................................................................................................... 112 Settings Contact Settings ....................................................................................................... 115 Adding a New Phone ........................................................................................................ 115 Editing a Phone ................................................................................................................. 116 Deleting a Phone............................................................................................................... 117 Editing an Email Address ................................................................................................. 118