Five Star Bank Digital Banking Personal 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
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

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