Kitsap Bank Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
Protecting Your Information	8
General Guidelines	8
Login ID and Password	8
Fraud Prevention	8
New User Enrollment	9
Logging Off	11
Resetting A Forgotten Password	12
Dashboard	14
Dashboard Overview	14
Search	15
Pagination	15
Manual Accounts	16
Adding a Manual Account	16
Editing a Manual Account	18
Deleting a Manual Account	19
Account Details Overview	20
Quick Transfer	22
Account Nickname	23
Details & Settings	24
Account Grouping	25
Editing a Group Name	26
Deleting a Group	26
Security	27
Security Preferences	27
Change Password	27
Change Login ID	28
Secure Delivery	29
Mobile Security Preferences	30
Enabling Touch ID or Fingerprint Login	30
Enabling Passcode Authentication	32
Disabling Passcode Authentication, Touch ID or Fingerprint Login	33
Enabling Face ID	34
Alerts Overview	35
Account Alerts	36
History Alerts	37
Online Transaction Alerts	38
Reminders	39
Security Alerts Overview	40
Editing Delivery Preferences	40
Enabling and Disabling Push Notifications	41
Secure Message Overview	42
Sending a Secure Message	43
Transaction Types	44
Moving Money Overview	44
Transactions	45
Transfer Funds	45
Activity Center Overview	47
Using Filters	48
Creating or Deleting Custom Views Using Favorites	49
Editing Transactions	50
Canceling Transactions	51
Bill Payment	52
Payments Overview	52
Hiding or Unhiding Payees from Payment Screen	54
Hide a Payee	54
Unhide a Payee	54
Creating a Payee Overview	55
Creating a Payee: Company	56
For a Known Payee	57
For an Unknown Payee	58
Creating a Payee: Person	59
Part 1 of 3: Choosing Payee and Payment Method	59
Part 2 of 3: Adding Payee Information	60
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	61
Editing a Payee	62
Deleting a Payee	63
Scheduling Payments	64
Rush Delivery	65
Recurring Payments	67
Editing Payments	69
Skipping Payments	71
Canceling Payments	72
Setting Up eBills	73
Adding a Pay From Account	74
Editing a Pay From Account	75
Deleting a Pay From Account	76
Editing Alerts	77
Categories	78
Editing a Category	79
Deleting a Category	80
GiftPay Overview	81
Creating a Recipient: Gift Check	82
Creating a Recipient: Donation	84
Sending a Gift	86
Sending a Donation	88
Editing a Gift or Donation Recipient	90
Deleting a Gift or Donation Recipient	91
Editing a Pending Gift or Donation	93
Deleting a Pending Gift or Donation	95
eDocuments	97
eDocument Preferences	97
PDF Verification	97
eStatements and eNotices	98
eDocuments	99
PDF Verification	99
eStatements	100
eNotices	101
Tax Documents	102
Financial Tools	103
Initial Setup	103
Linking an Account	103
Unlinking an Account	104
Categorizing Transactions	105
Splitting a Transaction	106
Online Banking Home Page	107
Spending Overview	108
Spending: Recategorizing a Transaction	109
Budgets Overview	111
Auto-generated Budgets	112
Budgets From Scratch	112
Editing or Deleting a Budget	113
Managing Budgets	114
Trends Overview	115
Cash Flow Overview	116
Adding a Suggested Cash Event	117
Creating Your Own Cash Event	118
Editing, Deleting or Skipping a Cash Event	120
Net Worth Overview	121
Debts Overview	122
Services	123
Credit Score & Report	123
Stop Payment Request	124
Reordering Checks	125
Enroll in Mobile Deposit	126
Mobile Deposits	127
CardSwap	128
Getting Started	128
Overview	130
ClickSwitch	131
Direct Deposits	131
Manual Switch	131
Switch Assist	133
Recurring Payments	136
Manual Switch	136
Switch Assist	137
Existing Switches	139
Settings	140
Account Preferences	140
Text Enrollment	141
Address Change Request	143
Themes	144
Accessibility	145
Locations	146
Branches and ATMs	146
Apple Watch	147
Apple Watch	147
Apple Watch Setup	147
Viewing Account Balance	147
Viewing Transactions	148

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