Equity Bank Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Account Summary Overview	15
Account Details Overview	16
Quick Transfer	18
Account Nickname	19
Account Grouping	20
Editing a Group Name	21
Deleting a Group	21
Security	22
Protecting Your Information	22
General Guidelines	22
Login ID and Password	22
Fraud Prevention	22
Security Preferences	23
Change Password	23
Change Login ID	24
Secure Delivery	25
Mobile Security Preferences	26
Enabling Touch ID or Fingerprint Login	26
Enabling Passcode Authentication	28
Disabling Passcode Authentication, Touch ID or Fingerprint Login	29
Enabling Face ID	30
Apple® Watch	31
Apple® Watch Setup	31
Viewing Balances and Transactions	31
Alerts Overview	32
Account Alerts	33
History Alerts	34
Online Transaction Alerts	35
Reminders	36
Security Alerts Overview	37
Editing Delivery Preferences	37
Enabling and Disabling Push Notifications	38
Secure Message Overview	39
Sending a Secure Message	40
Transaction Types	41
Moving Money Overview	41
Transactions	43
Funds Transfer	43
Person to Person Transfer	45
Linking Someone’s Equity Bank Account	45
Single Transfers Between Equity Bank Accounts	46
Adding a Personal External Account	47
Verifying a Personal External Account	48
Loan Payment	49
Activity Center Overview	51
Using Filters	52
Creating or Deleting Custom Views Using Favorites	52
Editing Transactions	53
Canceling Transactions	54
Integrated Bill Pay	55
Bill Pay Overview	55
Creating a Payee	55
Editing a Payee	57
Deleting a Payee	58
Making a Single Payment	59
Paying Multiple Bills	60
Payment Activity	61
Cancel a Pending Payment	62
Advanced Bill Payment	63
Payments Overview	63
Hiding or Unhiding Payees from Payment Screen	64
Creating a Payee Overview	65
Creating a Payee: Company	66
Creating a Payee: Person	68
Part 1 of 3: Choosing Payee and Payment Method	68
Part 2 of 3: Adding Payee Information	69
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code	70
Editing a Payee	71
Deleting a Payee	72
Scheduling Payments	73
Rush Delivery	74
Recurring Payments	76
Editing Payments	77
Skipping Payments	78
Canceling Payments	79
Setting Up eBills	80
Adding an Account	81
Editing an Account	82
Deleting an Account	83
Editing Personal Information	84
Editing Alerts	85
Categories	86
Editing a Category	87
Deleting a Category	88
Personal Financial Management	89
Initial Setup	89
Linking an Account	89
Unlinking an Account	90
Categorizing Transactions	91
Splitting a Transaction	92
Online Banking Home Page	93
Net Worth Overview	94
Budgets Overview	95
Auto-generated Budgets	96
Budgets From Scratch	96
Editing or Deleting a Budget	97
Managing Budgets	98
Spending Overview	99
Spending: Recategorizing a Transaction	100
Trends Overview	102
Debts Overview	103
Services	104
Stop Payment Request	104
Single Check	104
Multiple Checks	105
Mobile Deposit Enrollment	106
Mobile Deposits	107
Check Reorder	108
CardSwap	109
Getting Started	109
Overview	111
Settings	112
Account Preferences	112
Contact Information	113
Accessibility	114
Locations	115
Branches and ATMs	115

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