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USER GUIDE ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE Document Classification: PUBLIC

USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

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Page 1: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

USER GUIDE

ENROLLMENT

FORGOT PASSWORD

QUICK ACCESS ITEMS

ACCOUNTS

FINANCIAL TRANSACTIONS

USER MAINTENANCE

Document Classification: PUBLIC

Page 2: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ENROLLMENT

Confirm agreement with the T&C before proceeding with

enrollment.

Verify first if username and mobile name to be used is

still available.

Confirm all information and click Submit

ENROLLMENT

Page 3: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

FORGOT PASSWORD

Click on Forget Password Enter username and click on “Request for One Time

Password”

Notification will be displayed

FORGOT PASSWORD

Page 4: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

Quick Access Menu Items will be displayed by tapping on

the drawer icon.

QUICK ACCESS ITEMS

Apply for Loan

Find an ATM

Find a Branch

Forex Interest Rates

Alerts

Updates/ Advisories

QUICK ACCESS ITEMS

Click the icon to view the steps for each feature.

Page 5: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

Apply for Loan

Find an ATM

Find a Branch

Forex Interest Rates

Alerts

Updates/ Advisories

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

QUICK ACCESS ITEMS

QUICK ACCESS ITEMSAPPLY FOR LOAN

Signify your intention of availing a loan via Apply for Loan.

Enter your Name, contact details and preferred date to be contacted and we will get back to you for your loan concern.

Page 6: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

Apply for Loan

Find an ATM

Find a Branch

Forex Interest Rates

Alerts

Updates/ Advisories

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

QUICK ACCESS ITEMS

QUICK ACCESS ITEMSFIND AN ATM

Find an ATM where you can do inquiry, withdrawal, payments and other transactions.

Search ATMs near your location or per area.

ATMs will be shown on the map and details may be seen by clicking on the marker.

Page 7: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

Apply for Loan

Find an ATM

Find a Branch

Forex Interest Rates

Alerts

Updates/ Advisories

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

QUICK ACCESS ITEMS

QUICK ACCESS ITEMSFIND A BRANCH

Find a Branch to visit. Search Branches near your location or per area.

Branches will be shown on the map and details may be seen by clicking on the marker.

Page 8: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

Apply for Loan

Find an ATM

Find a Branch

Forex Interest Rates

Alerts

Updates/ Advisories

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

QUICK ACCESS ITEMS

QUICK ACCESS ITEMSFOREX

Forex Rate can be viewed for reference.

You can view the latest available forex rates for both USD and EURO. A forex calculator is also available to check on the PHP amount if you will buy or sell USD or EURO.

Page 9: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

Apply for Loan

Find an ATM

Find a Branch

Forex Interest Rates

Alerts

Updates/ Advisories

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

QUICK ACCESS ITEMS

QUICK ACCESS ITEMSINTEREST RATES

Latest Interest Rates can be viewed for reference.

List of available interest rates will be displayed. Choose an Interest Rate to see the details.

Page 10: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

Apply for Loan

Find an ATM

Find a Branch

Forex Interest Rates

Alerts

Updates/ Advisories

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

QUICK ACCESS ITEMS

QUICK ACCESS ITEMSALERTS

Details available Alerts can be viewed for reference.

Choose an alert to view the description. You may also click on Subscribe and you will be asked to login to proceed with the subscription.

Page 11: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

Apply for Loan

Find an ATM

Find a Branch

Forex Interest Rates

Alerts

Updates/ Advisories

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

QUICK ACCESS ITEMS

QUICK ACCESS ITEMSUPDATES/ADVISORIES

Details of available Updates/Advisories can be viewed for reference.

Choose an Update/Advisory to see its full details.

Page 12: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTS

ACCOUNTS

ADD ACCOUNTTHIRD PARTY

ACCOUNTDELETE ACCOUNT

CHANGE ACCOUNT NICKNAME

CHECKBOOK REQUEST

VIEW CHECK IMAGE

INQUIRE CHECK STATUS

TRANSACTION HISTORY

LOCK/UNLOCK CARD

BLOCK CARDSREQUEST FOR

SOA

Page 13: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTS

ACCOUNTSADD ACCOUNT

Click on the right side menu and choose Enroll Account.

Enter the account number and assign account nickname.

Notification will be received.

<<ACCOUNTS MENU

Page 14: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

<<ACCOUNTS MENU

Click on the right side menu and choose Enroll Account.

Enter account number, assign nickname and enter OTP.

Notification will be received.

ACCOUNTSTHIRD PARTY ACCOUNT

ACCOUNTS

Page 15: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTS

ACCOUNTSDELETE ACCOUNT

Click on the right side menu and choose Delete Account.

Confirm request by entering the password.

Notification will be received.

<<ACCOUNTS MENU

Page 16: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTSCHANGE ACCOUNT NICKNAME

<<ACCOUNTS MENU

Click on the side menu and choose Edit Nickname.

Enter new nickname and submit request.

Notification will received.

ACCOUNTS

Page 17: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTS

ACCOUNTSCHECKBOOK REQUEST

<<ACCOUNTS MENU

Choose Re-order Checkbook from the account details.

Choose if with printed name, indicate the number of checkbook and enter

password.

A notification will be received.

Page 18: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTS

ACCOUNTSVIEW CHECK IMAGE

<<ACCOUNTS MENU

Choose View Check Image from the account details.

Enter the check number and choose the side of check to be viewed.

Check image will be displayed.

Page 19: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTS

ACCOUNTSINQUIRE CHECK STATUS

<<ACCOUNTS MENU

Choose Inquire Check Status from the account details.

Enter check number and submit. Check status will be displayed.

Page 20: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTS

ACCOUNTSTRANSACTION HISTORY

<<ACCOUNTS MENU

Choose Transaction History from the account details.

Transaction History of account will be displayed.

Page 21: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTS

ACCOUNTSLOCK/UNLOCK CARD

<<ACCOUNTS MENU

Use the slide button of the lock/unlock to request for lock/unlocking

of card.

A notification will be received.

Page 22: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTS

ACCOUNTSBLOCK CARDS

<<ACCOUNTS MENU

Use the slide button to request for blocking of card.

Indicate the reason for blocking of the card and enter the password.

A notification will be received.

Page 23: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

ACCOUNTS

ACCOUNTSREQUEST FOR SOA

<<ACCOUNTS MENU

Choose Request for SOA from the account details.

Indicate start and end date of requested SOA.

A notification will be received.

Page 24: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

FINANCIAL TRANSACTIONS

FINANCIAL TRANSACTIONS

FUND TRANSFER PAY BILLSEnrolled Biller

PAY BILLSOther Biller

PREPAID RELOAD GCASH to Bank Bank to GCASH

Page 25: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

FINANCIAL TRANSACTIONSFUND TRANSFER

Fund Transfer request can be chosen from the Account Details or on the side menu.

Choose your source and target account; amount to be transferred and the schedule to transfer.

Password is needed to confirm the transfer.

A notification will be displayed.

FINANCIAL TRANSACTIONS

<<FINANCIAL TRANSACTIONS MENU

Page 26: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

FINANCIAL TRANSACTIONSPAY BILLS - ENROLLED BILLER

FINANCIAL TRANSACTIONS

Pay Bills request can be chosen from the Account Details or on the side menu.

To Pay Bills, choose your source account, biller to be paid, enter amount and choose payment schedule.

Password is required to confirm payment.

A notification will be displayed.

<<FINANCIAL TRANSACTIONS MENU

Page 27: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

FINANCIAL TRANSACTIONSPAY BILLS - OTHER BILLER

FINANCIAL TRANSACTIONS

<<FINANCIAL TRANSACTIONS MENU

Pay Bills request can be chosen from the Account Details or on the side menu.

To Pay Bills, choose your source account, biller to be paid, enter amount and choose payment schedule.

Password is required to confirm payment.

A notification will be displayed.

Page 28: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

FINANCIAL TRANSACTIONSPREPAID RELOAD

FINANCIAL TRANSACTIONS

<<FINANCIAL TRANSACTIONS MENU

Prepaid Reload request can be chosen from the Account Details or on the side menu.

For Prepaid Reload, choose the type of reload (Cellphone or Broadband), source account, Telco Provider, Amount of Relaod Transfer, schedule, and enter Target Mobile Number.

Password is required to confirm payment.

A notification will be displayed.

Page 29: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

FINANCIAL TRANSACTIONSGCASH TO BANK

FINANCIAL TRANSACTIONS

<<FINANCIAL TRANSACTIONS MENU

GCASH request can be chosen from the Account Details or on the side menu.

Choose GCASH transaction and enter

amount.

A notification will be received.

Enter GCASH MPIN to confirm request.

Page 30: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

FINANCIAL TRANSACTIONSBANK TO GCASH

FINANCIAL TRANSACTIONS

<<FINANCIAL TRANSACTIONS MENU

GCASH request can be chosen from the Account Details or on the side menu.

Choose GCASH transaction and enter

amount.

A notification will be received.

Enter password to confirm request.

Page 31: USER GUIDE - PSBanks... · user guide enrollment forgot password quick access items accounts financial transactions user maintenance docent classication public

ENROLLMENT FORGOT PASSWORD QUICK ACCESS ITEMS

ACCOUNTS FINANCIAL TRANSACTIONS USER MAINTENANCE

Document Classification: PUBLIC

USER MAINTENANCECHANGE PASSWORD

USER MAINTENANCE

A notification will be received.

Choose Profile on the left side menu.

Choose Change Password.

Enter current and new password.