Waukesha State Bank User Guide Personal Digital Banking

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Desktop	7
Mobile	8
Logging In	9
Desktop	9
Mobile	10
Logging Off	10
Resetting a Forgotten Password	11
Desktop	11
Mobile	12
Dashboard	13
Dashboard Overview	13
Organize Dashboard	15
Accounts Overview	16
Account Details	17
Account Settings	18
Download Transactions	19
Transaction Details	20
Nickname Account	21
Linking an External Account	22
Removing an External Account	24
Security	26
Protecting Your Information	26
General Guidelines	26
Login ID and Password	26
Fraud Prevention	26
Security Preferences	27
Change Username	27
Change Password	28
Connected Apps (Desktop Only)	29
Direct Connect (Desktop Only)	29
Passkeys	30
Built in Biometrics	31
Mobile Phone or Tablet	32
Security Key with Fingerprint Scanner or PIN	32
Removing a Passkey	33
Two Factor Authentication	34
Passkey	34
Voice or Text Message	34
Authenticator App	36
Security Key	37
Setting a Primary Verification Method	38
Remove Authentication	39
Mobile Security Preferences	40
Enabling Faster Sign-In	40
Changing Passcode Authentication	41
Alerts	42
Alerts Overview	42
Balance Alerts	42
Transaction Alerts	43
Card Management Alerts	44
Locking or Unlocking a Card	45
Manage Notification Settings	46
Locations	47
Merchant Types	48
Transaction Controls	50
Spending Controls	52
Report Lost/Stolen Card	54
Re-order Card	55
Activate New Card	56
Editing or Deleting Alerts	57
Security and Transfer Alerts	58
Mobile Notifications	59
Transactions	60
Transfers	60
Making a Transfer	61
Making a Loan Transfer	62
Editing Transfers	63
Deleting Transfers	64
Bill Pay	65
Payments Overview	65
Payees	66
Adding a Person	66
Adding a Company	68
Editing a Payee	69
Deleting a Payee	70
Payments	71
Adding a Bill	71
Making a Single Payment	73
Paying a Bill	73
Paying a Person	75
Making Multiple Payments	77
Paying Multiple Bills	77
Paying Multiple People	79
Payment Activity	81
Editing a Pending Payment	81
Deleting a Pending Payment	83
Stop Payment Request	85
Single Check	85
Multiple Checks	87
Documents	89
Documents Enrollment	89
Viewing Statements/Notices	91
Services	92
Paperless Statements	92
Paperless Statements Enrollment	92
Viewing Statements	94
Changing Enrolled Accounts	95
Email Settings	96
Adding Additional Recipients	97
Deposit Checks	99
Enrollment	99
Depositing a Check	100
Messages Overview	102
Starting a Message	103
Settings	104
Profile	104

Made with FlippingBook flipbook maker