Mobile App Guide. iphone. Version 3.0

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1 Mobile App Guide Version 3.0

2 Home... 3 Accounts... 4 Transfers... 5 Bill Pay... 6 Deposit a Check...7 ACH... 9 Wires...10 Manage Cards...11 Alerts

3 Home 'Home' is the initial screen for Mobile Banking and allows quick access to all application options. These options are: Accounts Bill Pay Transfers Alerts Wires* ACH* Deposit** Manage Cards Select Log Out to log out from the app. Select the question mark icon to access the Help screen. * Wires and ACH services are available to businesses under agreement to originate such within OnLine AnyTime. ** The 'Deposit' feature is available for consumer accounts. 3

4 Accounts 'Accounts' lists all of the accounts associated with the user, including deposit and loan accounts. Select an account to view specific transactions for that account. Select a transaction to see details about that specific transaction. Select Home to return to the Home screen. Select Log Out to log out from the app. 4

5 Transfers 'Transfers' allows you to transfer funds between accounts. Transferring Funds From the Home screen, select Transfers. Select Transfer From to choose the source account. Select Transfer To to choose the destination Depending on your destination account choice, you may need to choose a Payment Type. account. Select Transfer Amount to enter in the amount to be transferred. Select Transfer Date to choose the date of the transfer from the calendar. Select Submit to transfer funds. A confirmation screen appears. Select Make Another Transfer or Home Screen to continue. 5

6 Bill Pay 'Bill Pay' allows you to pay bills to established payees through your mobile device. Note: New payees must be created through your OnLine AnyTime Internet Banking channel. Paying a Bill 1. From the Home screen, select Bill Pay. 2. Select Payee to choose the payee from a list. 3. Select Pay From Account to choose the account to pay the bill. 4. Enter an amount to pay in the Payment Amount field. 5. Select Process Date to select a payment date from a calendar. To add a personal memo, select Memo and enter your memo. 6. Select Submit. A payment confirmation screen appears after you've completed a successful payment. Select Make Another Payment to start the process again, or select Home Menu. 6

7 Deposit 'Deposit' allows you to deposit a check into your consumer account from your mobile device or review previous deposits to your account. (Please contact a Customer Service Representative to activate this service). Depositing a Check 1. From the Home screen, select Deposit. 2. Select Deposit a Check. You can select Review Deposits instead of Deposit a Check to see previous deposits to the account. 7

3. Select Check Front to take a picture of the front of the check using the mobile device's camera. 4. Select Check Back to take a picture of the back of the check using the mobile device's camera.

8 3. Select Check Front to take a picture of the front of the check using the mobile device's camera. 4. Select Check Back to take a picture of the back of the check using the mobile device's camera. 5. Select Check Amount to enter in the amount of the check. 6. Select Deposit to Account to specify the correct account for the deposit. 7. Select Deposit to deposit the check into the account. 8

9 ACH 'ACH' lists the files that have been created and ready to be initiated. You can designate whether to reset the amount to zero by setting the toggle to on or off. This option is only available to those business customers under an agreement to originate ACH entries. 9

10 Wires 'Wires' allows you to transfer funds. This option is only available to those business customers under an agreement to originate OnLine AnyTime wires. Select Home to return to the Home screen. Select Log Out to log out from the app. 10

Manage Cards 'Manage Cards' allows you to perform several actions related to your debit card, such as: View a Card Status Activate a Card Suspend a Card Report a Card Lost or Stolen Select a

11 Manage Cards 'Manage Cards' allows you to perform several actions related to your debit card, such as: View a Card Status Activate a Card Suspend a Card Report a Card Lost or Stolen Select a card to see what specific actions can be performed for that card. SSuz l;kjdcbuzie Suzie Cusotmer Suzie Customer Select Home to return to the Home screen. Select Log Out to log out from the app. 11

12 Alerts 'Alerts' lists the current alerts created by the user within OnLine AnyTime. You can create multiple alerts for events such as statement availability and high account balance. AUTO LOAN Select Home to return to the Home screen. Select Log Out to log out from the app. 12

Mobile Banking web user guide

Mobile Banking web user guide psbt.com 888.868.3858 Table of Contents Mobile Banking Web User Guide Enrolling through Mobile Device... pg 3 4 login Screen... pg 5 Locations...pg 6 iphone & Android App