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
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
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
Loan Payments47
Digital Banking Activity Overview49
Using Filters50
Creating or Deleting Custom Views Using Favorites50
Editing Transactions51
Canceling Transactions52
Bill Pay53
Bill Pay Overview53
Bill Pay Enrollment53
Creating a Payee54
Editing a Payee56
Deleting a Payee57
Changing “Pay From” Accounts58
Making a Single Payment59
Paying Multiple Bills60
Payment Activity61
Cancel a Pending Payment62
Visit the Bill Pay Site63
Payments Overview63
Hiding or Unhiding Payees from Payment Screen64
Creating a Payee Overview65
Creating a Payee: Company66
Creating a Payee: Person68
Part 1 of 3: Choosing Payee and Payment Method68
Part 2 of 3: Adding Payee Information69
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code70
Editing a Payee71
Deleting a Payee72
Scheduling Payments73
Recurring Payments74
Editing Payments75
Skipping Payments76
Canceling Payments77
Setting Up eBills78
Adding an Account79
Editing an Account80
Deleting an Account81
Editing Personal Information82
Editing Alerts83
Editing a Category85
Deleting a Category86
Manage My Bills87
Home Page Overview87
Adding a Company88
Scheduling a Payment90
Sending a Payment Manually91
Enabling or Disabling Account Notifications92
Changing a Company’s Payment Method93
Unlink a Company94
Adding or Changing a Payment Method95
Deleting a Payment Method97
Editing your Notifications98
Financial Tools100
Initial Setup100
Linking an Account100
Categorizing Transactions101
Splitting a Transaction102
Digital Banking Home Page103
Spending Overview104
Recategorizing a Transaction105
Budgets Overview107
Auto-generated Budgets108
Budgets From Scratch108
Editing or Deleting a Budget109
Managing Budgets110
Trends Overview111
Cash Flow Overview112
Adding a Suggested Cash Event113
Creating Your Own Cash Event114
Editing, Deleting or Skipping a Cash Event116
Net Worth Overview117
Debts Overview118
Online Services119
Getting Started119
Stop Payment Request122
Single Check122
Multiple Checks123
View Statements124
Text Banking125
Check Reorder127
Mobile Deposits128
Account Preferences130
Branches and ATMs132

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