Waukesha State Bank User Guide Personal Digital Banking

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Table of Contents Getting Started

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 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 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