Community State Bank Personal Online Banking Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	9
Logging Off	9
Resetting a Forgotten Password	10
Home Page	12
Home Page Overview	12
Account Details Overview	13
Quick Transfer	15
Account Nickname	16
Details & Settings	17
Account Grouping	18
Editing a Group Name	19
Deleting a Group	19
Manual Accounts	20
Adding a Manual Account	20
Editing a Manual Account	21
Deleting a Manual Account	22
Security	23
Protecting Your Information	23
General Guidelines	23
Login ID and Password	23
Fraud Prevention	23
Security Preferences	24
Change Password	24
Change Login ID	25
Secure Delivery	26
Mobile Security Preferences	27
Enabling Touch ID or Fingerprint Login	27
Enabling Passcode Authentication	29
Enabling Face ID	30
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	31
Apple Watch®	32
Apple Watch® Setup	32
Viewing Balances and Transactions	32
Alerts Overview	33
Account Alerts	34
History Alerts	35
Online Transaction Alerts	36
Enabling and Disabling Push Notifications	37
Secure Message Overview	38
Sending a Secure Message	39
Transactions	40
Funds Transfer	40
Send Money with Zelle® Setup	42
Initial Setup	42
Adding a Recipient	43
Send Money with Zelle®	44
Request Money with Zelle®	46
Split Payment with Zelle®	47
Zelle® Settings	48
Adding a Personal External Account	49
Verify an External Transfer Account with Micro-Deposits	50
Manage External Transfer Accounts	52
Nickname External Transfer Accounts	52
Remove External Transfer Accounts	53
Loan Payment	54
Activity Center Overview	56
Using Filters	57
Creating or Deleting Custom Views Using Favorites	58
Editing Transactions	59
Canceling Transactions	60
Services	61
Stop Payment Request	61
Single Check	61
Multiple Checks	62
Check Reorder	63
ClickSWITCH	64
Direct Deposits	64
Manual Switch	64
Switch Assist	66
Recurring Payments	69
Manual Switch	69
Switch Assist	70
Existing Switches	72
Settings	73
Account Preferences	73
Text Enrollment	74
Address Change Request	76
Accessibility	77
Money Manager	78
Initial Setup	78
Linking an Account	78
Unlinking an Account	79
Categorizing Transactions	80
Splitting a Transaction	81
Online Banking Home Page	82
Spending Overview	83
Spending: Recategorizing a Transaction	84
Budgets Overview	86
Auto-generated Budgets	87
Budgets From Scratch	87
Editing or Deleting a Budget	88
Managing Budgets	89
Trends Overview	90
Cash Flow Overview	91
Adding a Suggested Cash Event	92
Creating Your Own Cash Event	93
Editing, Deleting or Skipping a Cash Event	95
Net Worth Overview	96
Debts Overview	97
Bill Pay	98
Bill Pay Overview	98
Hiding or Unhiding Payees from Payment Screen	100
Hide a Payee	100
Unhide a Payee	100
Creating a Payee Overview	101
Creating a Payee: Company	102
For a Known Payee	103
For an Unknown Payee	104
Creating a Payee: Person	105
Part 1 of 3: Choosing Payee and Payment Method	105
Part 2 of 3: Adding Payee Information	106
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	107
Editing a Payee	108
Deleting a Payee	109
Scheduling Payments	110
Rush Delivery	111
Recurring Payments	113
Editing Payments	115
Skipping Payments	117
Deleting Payments	118
Setting Up eBills	119
Adding an Account	120
Editing an Account	121
Deleting an Account	122
Editing Alerts	123
Categories	124
Editing a Category	125
Deleting a Category	126
Add a Transfer Account	127
Make a Transfer	129
GiftPay Overview	131
Creating a Recipient: Gift Check	132
Creating a Recipient: Donation	134
Sending a Gift	136
Sending a Donation	138
Editing a Gift or Donation Recipient	140
Deleting a Gift or Donation Recipient	141
Editing a Pending Gift or Donation	143
Deleting a Pending Gift or Donation	145

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