Jefferson Bank Your Personal Guide to Online Banking

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Transaction Types Moving Money Overview............................................................................................40 Transactions My Accounts/Loans.....................................................................................................41 Individual Transfers............................................................................................................. 41 Multi-Account Transfers Overview..................................................................................... 43 Multi-Account Transfers- Creating a Template................................................................. 44 Multi-Account Transfers- Single Transfer.......................................................................... 46 Editing a Multi-Account Transfer Template..............................................................48 Deleting a Multi-Account Transfer Template...........................................................49 Any Jefferson Customer .............................................................................................50 Linking Someone’s Jefferson Account................................................................................ 50 Single Transfers Between Jefferson Accounts.................................................................. 51 Adding A Personal External Account.........................................................................52 Verifying A Personal External Account......................................................................53 EasyPay Initial Setup...................................................................................................54 EasyPay Transactions .......................................................................................................... 56 EasyPay History Overview .................................................................................................. 58 Repeat an EasyPay Transaction ......................................................................................... 59 Receiving Funds with EasyPay ........................................................................................... 60 Manage Cards Overview ..................................................................................................... 61 Online Activity Center Overview................................................................................62 Using Filters........................................................................................................................... 63 Creating or Deleting Custom Views Using Favorites........................................................ 63 Editing Transactions............................................................................................................. 64 Canceling Transactions........................................................................................................ 65 Integrated Bill Pay Bill Pay Overview ........................................................................................................66 Creating a Payee................................................................................................................... 66 Editing a Payee...................................................................................................................... 68 Deleting a Payee................................................................................................................... 69 Making a Single Payment...........................................................................................70 Paying Multiple Bills....................................................................................................71 Payment Activity..........................................................................................................72 Cancel a Pending Payment.........................................................................................73 Advanced Bill Pay Payments Overview. ...................................................................................................74 Hiding or Unhiding Payees from Payment Screen........................................................... 75