SET UP INSTRUCTIONS

Transcription

1 SET UP INSTRUCTIONS

2 Mobile Banking To start the process of setting up mobile banking, you will need to do a couple of things first. I. You will need to be set up on Peoples Internet Banking II. You may need to know your cell provider s SMS Address a. The following providers are available in the system to choose from i. Alltel ii. A T&T iii. Cingular iv. Nextel v. Quest vi. Sprint vii. Sun Com viii. T-Mobil ix. U.S. Cellular x. Verizon b. If your phone is from a different provider, you will need to contact the provider for your SMS Address. For example, Cellcom s SMS Address is: cellcom.quiktxt.com c. You will also need to find out if you will be allowed texting on your phone, or if there will be additional charges incurred for that service through your cell phone provider. d. If you will be utilizing the ability to do your transactional banking from your phone, you will need to make sure that you have the data package/web package attached to your phone. Check with your provider and make sure you ask if additional charges will apply. Setting up Mobile Banking I. Login to Peoples Online Banking Page 1 of 8

3 II. Click on the Services Bar along the left side of the screen. Another screen will appear with the drop down options. III. To start the process of setting yourself up for Mobile Banking you will need to click on the phrase, Mobile Activation. Page 2 of 8

4 IV. Mobile Activation a. Primary Mobile Phone Number: In the field provided, type the cell phone number you will be using for this service, using the standard ten digit format. (XXX-XXX-XXXX) b. Provider: Use the drop down box and click on your provider. If your provider is not listed, click on Other. c. Other SMS Address: When you have chosen Other as your Provider, you will need to enter your SMS Address. This can be retrieved from your cell phone provider. i. A common provider is Cellcom, they are not listed as a provider, you would choose Other and the SMS Address is: cellcom.quiktxt.com Note: The Primary Mobile Phone Number is the only phone that you will have access to transactional banking. You can receive texts alerts on all others, just not access to your transaction accounts. V. Creating PIN a. PIN: Enter a numeric PIN to use during the login process for Mobile Banking. When logging in, you will enter the username you use for Internet Banking and this PIN. Number only format. b. Re-Enter PIN: Enter the PIN a second time for verification purposes. Once you have created your PIN, you will not see this section on your Mobile Activation Screen again. You can change your PIN by clicking on Services and then Mobile Pin. VI. Mobile Security Maintenance Choose your security questions and answers. Use the drop down box and choose what questions you would like to have for your Challenge questions, type in the answers to each before clicking on the Submit box. All questions need a numeric answer. Page 3 of 8

5 Once you have chosen your security questions and answers you will not see this section again. You can change your security questions by clicking on Services and then Mobile Security Maintenance. VII. Accounts a. You now have the option to choose what accounts you would like to have access to or receive text alerts through your mobile device. i. Check mark the accounts that you want included ii. Type in a nick name for them (optional) b. Click on the submit box You will see the following screen. THIS AREA WILL LIST ALL OF THE UPDATED ITEMS. VIII. Adding additional cell phones to your Mobile Banking. a. Click on the phrase Change Info Page 4 of 8

6 b. Enter each additional mobile phone number one at a time in this section, click on the Add box when finished entering in the information. Note: The additional mobile phone numbers that you enter, will have the ability to receive text alerts, they will not have the ability to access your accounts on line. IX. Changing your Mobile PIN a. This is found under the Service Menu, titled, Change Mobile PIN b. Type in your Old PIN, New PIN and also type in the New PIN again to confirm the number. Page 5 of 8

7 X. Setting up text alerts a. To set up the text alerts that you would like to receive either by text to your cell phone or by to your address, click on Services and then Alerts. You will see the following screen. Please note the information in the Alerts section: The Reference line on the alerts will read, Peoples State Bank. This information also includes how to verify that Peoples State Bank has the right address on file. Page 6 of 8

8 Depending on the Module you choose, you will see different information. Module: The ability to set up text alerts concerning specific occurrences that may happen with your transactional accounts and/or your mobile banking itself. Use the drop down boxes to choose the module and the alerts you are setting up. Account Module 9 different drop down options under, Send Me An Alert. User Module 4 different drop down options under, Send Me An Alert. Mobile Module 5 different drop down options under, Send Me An Alert. Once you have entered in the information you will receive a text alert for, you have the option to choose a time frame that you do not want to receive alerts. Use the drop down boxes if you would like to set this parameter. This is not a requirement. Page 7 of 8

9 Send Alerts To: With each alert, you can choose where you would like to have that alert sent. Each of the cell phone numbers that you have entered is available to you, as is your . Once all of the information is entered, click on the Submit box. You will then see all of the alerts you have set, at the bottom of this screen. You can click on each alert to change or delete them. Page 8 of 8