Skip to main content

Mobile Banking Basics: Safe and Simple

Check balances, transfer money, deposit checks. Banking from your phone, safely.

Check balances, transfer money, and deposit checks from home

Most banks have a free app. Once set up, you can do many banking tasks without visiting a branch. Here’s how to do it safely.

Getting the app

Download your bank’s app from the App Store or Google Play. Only use the official app — check the developer name. Log in with the same username and password you use for online banking.

What you can do

  • Check account balances
  • View recent transactions
  • Transfer money between your accounts
  • Pay bills
  • Deposit checks by taking a photo
  • Send money to others (Zelle, etc.)

Staying safe

  • Use a strong password and turn on two-factor authentication.
  • Only use the app on your own device, not shared or public ones.
  • Log out when you’re done, especially on shared devices.
  • Your bank will never ask for your password by email or text.

Quick tips

  • Set up alerts for large transactions or low balances.
  • Review your statements regularly in the app.
  • If something looks wrong, call your bank directly.