Enterprise Bank & Trust Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Asset Summary Overview	15
Mobile Thumb Bar	16
Account Details Overview	17
Quick Transfer	19
Account Nickname	20
Details & Settings	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Login ID and Password	24
Fraud Prevention	24
Security Preferences	25
Change Password	25
Change Login ID	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
Security Alerts Overview	37
Editing Delivery Preferences	37
Enabling and Disabling Push Notifications	38
Secure Message Overview	39
Sending a Secure Message	40
Transactions	41
Transfer Funds	41
Send Money with Zelle® Setup	43
Initial Setup	43
Adding a Recipient	44
Send Money with Zelle®	45
Request Money with Zelle®	47
Split Payment with Zelle®	48
Zelle® Settings	49
Add a Personal External Transfer Account	50
Verify an External Transfer Account with Micro-Deposits	51
Manage External Transfer Accounts	53
Nickname External Transfer Accounts	53
Remove External Transfer Accounts	54
Loan Payments	55
Activity Center Overview	57
Using Filters	58
Creating or Deleting Custom Views Using Favorites	59
Editing Transactions	60
Canceling Transactions	61
Stop Payment Request	62
Single Check	62
Multiple Checks	63
Mobile Deposits	64
E-Statements	65
E-Statements	65
Enrollment	65
Downloading and Viewing E-Statements	65
Editing Statements Deliver Preference	66
Unenroll From E-Statements	67
Settings	68
Profile	68
Account Preferences	69
Text Enrollment	70
Address Change Request	72
Accessibility	73
Financial Tools	74
Initial Setup	74
Linking an Account	74
Unlinking an Account	75
Categorizing Transactions	76
Splitting a Transaction	77
Online Banking Home Page	78
Spending Overview	79
Spending: Recategorizing a Transaction	80
Budgets Overview	82
Auto-generated Budgets	83
Budgets From Scratch	83
Editing or Deleting a Budget	84
Managing Budgets	85
Trends Overview	86
Net Worth Overview	87
Debts Overview	88
Bill Pay	89
Enrollment	89
Overview	90
To Access Bill Pay	90
Creating a Biller	91
Known Company	91
Unknown Company	92
Person	93
Editing a Biller	94
Deleting a Biller	95
Enabling eBills	96
Paying eBills	97
Canceling eBills Service for a Biller	98
Scheduling Payments	99
Single Payments	99
Multiple Payments	100
Automatic Payments	102
Automatic Payments for eBills	104
Edit an Automatic Payments	105
Delete an Automatic Payments	107
Rush Delivery	109
Activity	111
Editing Pending Payments	112
Canceling Pending Payments	114
Creating a Reminder	116
Editing Reminders	118
Deleting Reminders	120

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