Five Star Bank Digital Banking Personal Banking User Guide

Getting Started8
New User Enrollment8
Logging In10
Logging Off10
Resetting A Forgotten Password11
Home Page13
Home Page Overview13
Asset Summary Overview15
Account Details Overview16
Quick Transfer18
Account Nickname19
Account Grouping20
Editing a Group Name21
Deleting a Group21
Security22
Protecting Your Information22
General Guidelines22
Login ID and Password22
Fraud Prevention22
Security Options23
Change Password23
Change Login ID24
Secure Delivery25
Mobile Security Preferences26
Enabling Touch ID or Fingerprint Login26
Enabling Passcode Authentication28
Disabling Passcode Authentication, Touch ID or Fingerprint Login29
Enabling Face ID30
Alerts Overview31
Account Alerts32
History Alerts33
Online Transaction Alerts34
Reminder35
Security Alerts Overview36
Edit Delivery Preferences36
Secure Message Overview37
Sending a Secure Message38
Transaction Types39
Move Money Overview39
Move Money41
Transfer Funds41
Adding A Personal External Account43
Verifying A Personal External Account44
Customer to Customer45
Linking Someone’s Five Star Bank Account45
Single Transfers Between Five Star Bank Accounts46
Send Money Initial Setup47
Send Money49
Send Money History Overview51
Repeat a Send Money Transaction52
Receiving Funds with Send Money53
Manage Cards Overview54
Loan Payments55
Digital Banking Activity Overview57
Using Filters58
Creating or Deleting Custom Views Using Favorites58
Editing Transactions59
Canceling Transactions60
Bill Pay61
Bill Pay Overview61
Bill Pay Enrollment61
Creating a Payee62
Editing a Payee64
Deleting a Payee65
Changing “Pay From” Accounts66
Making a Single Payment67
Paying Multiple Bills68
Payment Activity69
Cancel a Pending Payment70
Visit the Bill Pay Site71
Payments Overview71
Hiding or Unhiding Payees from Payment Screen72
Creating a Payee Overview73
Creating a Payee: Company74
Creating a Payee: Person76
Part 1 of 3: Choosing Payee and Payment Method76
Part 2 of 3: Adding Payee Information77
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code78
Editing a Payee79
Deleting a Payee80
Scheduling Payments81
Recurring Payments82
Editing Payments83
Skipping Payments84
Canceling Payments85
Setting Up eBills86
Adding an Account87
Editing an Account88
Deleting an Account89
Editing Personal Information90
Editing Alerts91
Categories92
Editing a Category93
Deleting a Category94
Manage My Bills95
Home Page Overview95
Adding a Company96
Scheduling a Payment98
Sending a Payment Manually99
Enabling or Disabling Account Notifications100
Changing a Company’s Payment Method101
Unlink a Company102
Adding or Changing a Payment Method103
Deleting a Payment Method105
Editing your Notifications106
Financial Tools108
Initial Setup108
Linking an Account108
Categorizing Transactions109
Splitting a Transaction110
Digital Banking Home Page111
Spending Overview112
Recategorizing a Transaction113
Budgets Overview115
Auto-generated Budgets116
Budgets From Scratch116
Editing or Deleting a Budget117
Managing Budgets118
Trends Overview119
Cash Flow Overview120
Adding a Suggested Cash Event121
Creating Your Own Cash Event122
Editing, Deleting or Skipping a Cash Event124
Net Worth Overview125
Debts Overview126
Online Services127
CardSwap®127
Getting Started127
Overview129
Stop Payment Request130
Single Check130
Multiple Checks131
View Statements132
Text Banking133
Check Reorder135
Mobile Deposits136
Settings137
Profile137
Account Preferences138
Accessibility139
Locations140
Branches and ATMs140

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