Lone Star Capital Bank Online Banking User Guide

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................41 Tagging Transactions........................................................................................................... 42 Splitting a Transaction......................................................................................................... 44 My Spending Dashboard............................................................................................46