YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE

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1 YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE Strong. Stable. Local. Personal. 10/12

2 Install, Sign On and View Account Balances 1. Visit the iphone App Store on your iphone and search for 1st Source Bank Mobile Banking 2. Install the Mobile App on your iphone 3. Open the Mobile App on your iphone 4. Enter your Online Banking User ID and Password and select the Sign On button You must have an Online Banking account in order to register for Mobile Banking. Need an account? Go to and register as a new user. 5. Enter the answer to your security question and select Done on your keyboard 6. Accept the Terms and Conditions 7. Enter your mobile device number 8. Once you have successfully signed in, your account balance will appear on the Accounts screen 1st Source Mobile App Banking User Guide Install, Sign On and View Account Balances 2

3 View Accounts and Transaction History 1. Select Accounts on the menu bar along the bottom 2. Select Recent Activity for the account you want to review 3. Select the transaction to view additional information 1st Source Mobile App Banking User Guide View Accounts and Transaction History 3

4 Transfer Funds Between Accounts 1. Select Transfers on the menu bar along the bottom 2. Select Transfers Funds 3. Select the account you wish to transfer funds FROM 4. Select the account you wish to transfer funds TO 5. Enter the dollar amount of the transfer and select Continue 6. Verify that the transfer details are correct and choose Approve Transfer to transfer funds or Cancel Transfer to cancel *** Loan-to-Loan transfers, transfers that over draw your account and transfers from a Line of Credit will not be processed even though you received a confirmation number *** Online transfers completed on a weekend, holiday or after 10:00 PM ET will post to your account history on the next business day. 1st Source Mobile App Banking User Guide Transfer Funds Between Accounts 4

5 View Recent Transfers 1. To verify a recent transfer you will need to review your transaction history for the impacted accounts. To do this select Accounts on the menu bar along the bottom 2. Select Recent Activity 3. Find your transfer and click on the transaction to view additional information 4. If you are unable to locate your transfer please contact Customer Service at Loan-to-Loan transfers, transfers that over draw your account and transfers from a Line of Credit will not be processed even though you received a confirmation number *** Online transfers completed on a weekend, holiday or after 10:00 PM ET will post to your account history on the next business day. 1st Source Mobile App Banking User Guide View Recent Transfers 5

6 Search Transaction History 1. Select Accounts on the menu bar along the bottom 2. Select Search Activity 3. Select By Date, By Amount or By Check # to search a. By Date: Select your Start Date, End Date, whether you would like to search for only debits, credits or all transactions and then select Search b. By Amount: Enter the Low Amount, the High Amount, select whether you would like to search for only debits, credits or all transactions and then select Search c. By Check #: Enter the Low Check Number, the High Check Number, select whether you would like to search for only debits, credits or all transactions and then select Search 4. View the transactions that meet your search criteria 5. Select the transaction to view more information 1st Source Mobile App Banking User Guide Search Transaction History 6

7 Find a Branch or ATM 1. Select Locations on the menu bar along the bottom 2. Select Near Me, By Zip Code, or By Address to search a. Near Me: to find ATMs and branches nearest to you i. If prompted, select OK to allow 1st Source to use your current location b. By Zip Code: Enter the zip code you would like to search, select whether you would like to search for only ATMs, branches or all locations c. By Address: Enter the address you would like to search, select whether you would like to search for only ATMs, branches or all locations 1st Source Mobile App Banking User Guide Find a Branch or ATM 7

8 Additional Help 1. Select More on the menu bar along the bottom 2. Select Help Content to receive additional information on each topic a. Log In b. Accounts c. Transfers d. Locations 3. Select Open Account: to call a Member Service Representative Monday Friday 8 am EST to 8 pm EST or Saturday 9 am EST 1 pm EST. a. Select Yes 1st Source Mobile App Banking User Guide Additional Help 8

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