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 |
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 Options | 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 |
Alerts Overview | 31 |
Account Alerts | 32 |
History Alerts | 33 |
Online Transaction Alerts | 34 |
Reminder | 35 |
Security Alerts Overview | 36 |
Edit Delivery Preferences | 36 |
Secure Message Overview | 37 |
Sending a Secure Message | 38 |
Transaction Types | 39 |
Move Money Overview | 39 |
Move Money | 41 |
Transfer Funds | 41 |
Adding A Personal External Account | 43 |
Verifying A Personal External Account | 44 |
Customer to Customer | 45 |
Linking Someone’s Five Star Bank Account | 45 |
Single Transfers Between Five Star Bank Accounts | 46 |
Loan Payments | 47 |
Digital Banking Activity Overview | 49 |
Using Filters | 50 |
Creating or Deleting Custom Views Using Favorites | 50 |
Editing Transactions | 51 |
Canceling Transactions | 52 |
Bill Pay | 53 |
Bill Pay Overview | 53 |
Bill Pay Enrollment | 53 |
Creating a Payee | 54 |
Editing a Payee | 56 |
Deleting a Payee | 57 |
Changing “Pay From” Accounts | 58 |
Making a Single Payment | 59 |
Paying Multiple Bills | 60 |
Payment Activity | 61 |
Cancel a Pending Payment | 62 |
Visit the Bill Pay Site | 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 |
Recurring Payments | 74 |
Editing Payments | 75 |
Skipping Payments | 76 |
Canceling Payments | 77 |
Setting Up eBills | 78 |
Adding an Account | 79 |
Editing an Account | 80 |
Deleting an Account | 81 |
Editing Personal Information | 82 |
Editing Alerts | 83 |
Categories | 84 |
Editing a Category | 85 |
Deleting a Category | 86 |
Manage My Bills | 87 |
Home Page Overview | 87 |
Adding a Company | 88 |
Scheduling a Payment | 90 |
Sending a Payment Manually | 91 |
Enabling or Disabling Account Notifications | 92 |
Changing a Company’s Payment Method | 93 |
Unlink a Company | 94 |
Adding or Changing a Payment Method | 95 |
Deleting a Payment Method | 97 |
Editing your Notifications | 98 |
Financial Tools | 100 |
Initial Setup | 100 |
Linking an Account | 100 |
Categorizing Transactions | 101 |
Splitting a Transaction | 102 |
Digital Banking Home Page | 103 |
Spending Overview | 104 |
Recategorizing a Transaction | 105 |
Budgets Overview | 107 |
Auto-generated Budgets | 108 |
Budgets From Scratch | 108 |
Editing or Deleting a Budget | 109 |
Managing Budgets | 110 |
Trends Overview | 111 |
Cash Flow Overview | 112 |
Adding a Suggested Cash Event | 113 |
Creating Your Own Cash Event | 114 |
Editing, Deleting or Skipping a Cash Event | 116 |
Net Worth Overview | 117 |
Debts Overview | 118 |
Online Services | 119 |
CardSwap® | 119 |
Getting Started | 119 |
Overview | 121 |
Stop Payment Request | 122 |
Single Check | 122 |
Multiple Checks | 123 |
View Statements | 124 |
Text Banking | 125 |
Check Reorder | 127 |
Mobile Deposits | 128 |
Settings | 129 |
Profile | 129 |
Account Preferences | 130 |
Accessibility | 131 |
Locations | 132 |
Branches and ATMs | 132 |