Lone Star Capital Bank Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Multi-Factor Authentication	11
Logging Off	12
DUO Mobile	13
Using Multi-Factor Authentication	15
Resetting a Forgotten Password	16
Retrieve a Forgotten Username	17
Accounts	18
Dashboard Overview	18
Account Details Overview	19
Transaction Details	21
Adding a New External Account	23
Adding an Account to My Spending	24
Adding an External Account	25
Removing an External Account	27
Organize Dashboard	28
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
Hide/Unhide Dashboard Tiles	31
App Appearance	32
Quick Pay	33
Selecting Favorite Payees	33
Person to Person	34
Bill Pay	36
External Account	38
Monthly Activity	40
My Spending	41
Initial Setup	41
Tagging Transactions	42
Splitting a Transaction	44
My Spending Dashboard	46
Spending by Category	47
Budget	49
Adding Budgets	50
Managing Budgets	51
Add a Budget Alert	53
Cashflow Overview	54
Add a Bill or Income	55
Net Worth	56
Add an Unlinked Asset or Debt	57
Goals	58
Adding Goals	59
Save for Goals	59
Pay Off Goals	60
Add a Goal Alert	61
Managing Goals	62
Security	63
Protecting Your Information	63
General Guidelines	63
Login ID and Password	63
Fraud Prevention	63
Login Settings	64
Change Username	64
Change Password	65
Change Security Questions	66
Recent Logins	67
Mobile Security Preferences	68
Enabling Biometric Sign-In	68
Enabling FaceID	69
Enabling PIN Login	70
Alerts	71
Alerts Overview	71
Custom Alerts	72
Bill Pay Alerts	73
Security Alerts	74
My Spending Alerts	75
Turning Alerts On and Off	76
Editing or Deleting Alerts	77
Previous Alerts	78
Move Money	79
Move Money Overview	79
Bill Pay Enrollment	80
Adding a Payee	82
Person to Person Payee	82
Bill Pay Payee - Company	84
Bill Pay Payee - Individual	86
Favoriting a Payee	88
Editing a Payee	89
Deleting a Payee	90
New Transaction	91
Transferring Money Between Your Accounts	91
Making a Loan Payment	93
Transferring Money to Another Person (P2P)	95
Making a Bill Pay Payment	97
Editing Transfers/Payments	99
Deleting Transfers/Payments	100
Deposit Checks	101
Mobile Deposit	101
Manage Cards	102
Turn Card On or Off	102
Card Name	103
Change PIN	104
Enable Automatic On/Off	105
Reports	107
Creating a New Report	107
Account Activity Report	107
Running an Existing Report	108
Editing a Report	109
Deleting a Report	110
Services	111
Locations	111
Secure Message Overview	112
Sending a Secure Message	113
Submit a Form	114
Documents	115
Statements	115
Tax Forms	116
Notices	117
Stop Payment	118
Single Check	118
Multiple Checks	120
ACH	122
Settings	124
Contact Settings	124
Adding a New Phone	124
Editing a Phone	125
Deleting a Phone	126
Editing an Email Address	127

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