North State Bank Online Banking Guide

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Logging In	11
Logging Off	11
Resetting a Forgotten Password	12
Home Page	14
Home Page Overview	14
Mobile Thumb Bar	16
Account Details Overview	17
Quick Transfer	19
Account Nickname	20
Details & Settings	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Login ID and Password	24
Fraud Prevention	24
Security Preferences	25
Change Password	25
Change Login ID	26
Mobile Security Preferences	27
Enabling Touch ID or Fingerprint Login	27
Enabling Passcode Authentication	29
Enabling Face ID	30
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	31
Apple Watch	32
Apple Watch Setup	32
Viewing Balances and Transactions	32
Alerts Overview	33
Account Alerts	34
History Alerts	35
Online Transaction Alerts	36
Reminders	37
Enabling and Disabling Push Notifications	38
Secure Message Overview	39
Sending a Secure Message	40
Transaction Types	41
Moving Money Overview	41
Transactions	43
Transfer Funds	43
Trasfer to North State Bank Customer	45
Linking Someone’s North State Bank Account	45
Single Transfers Between North State Bank Accounts	46
Send Money with Zelle® Setup	47
Initial Setup	47
Adding a Recipient	48
Send Money with Zelle®	49
Request Money with Zelle®	51
Split Payment with Zelle®	52
Zelle® Settings	53
Add a Personal External Transfer Account	54
Instant Verification	54
Micro-Deposits	57
Verify an External Transfer Account with Micro-Deposits	58
Manage External Transfer Accounts	60
Nickname External Transfer Accounts	60
Remove External Transfer Accounts	61
Loan Payment	62
Manage Online Activity Overview	64
Using Filters	65
Creating or Deleting Custom Views Using Favorites	66
Editing Transactions	67
Canceling Transactions	68
Bill Pay	69
Bill Pay Overview	69
Hiding or Unhiding Payees from Payment Screen	71
Hide a Payee	71
Unhide a Payee	71
Creating a Payee Overview	72
Creating a Payee: Company	73
For a Known Payee	74
For an Unknown Payee	75
Creating a Payee: Person	76
Part 1 of 3: Choosing Payee and Payment Method	76
Part 2 of 3: Adding Payee Information	77
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	78
Editing a Payee	79
Deleting a Payee	80
Scheduling Payments	81
Rush Delivery	82
Recurring Payments	84
Editing Payments	86
Skipping Payments	88
Deleting Payments	89
Setting Up eBills	90
Adding an Account	91
Editing an Account	92
Deleting an Account	93
Editing Alerts	94
Categories	95
Editing a Category	96
Deleting a Category	97
Autobooks	98
Overview	98
Send an Invoice	99
Edit Invoice Draft	101
Mark Invoice as Paid	102
Copy Invoice	103
Email Invoice	105
Cancel Invoice	106
Edit Recurring Schedule	107
Pause Recurring Schedule	109
Resume Recurring Schedule	110
Cancel Recurring Schedule	111
Export Invoices	112
New Estimate	113
Edit an Estimate	115
Email an Estimate	117
Create an Invoice from an Estimate	118
Cancel an Estimate	120
Export Estimates	121
Add a Customer	122
Import Customers	123
Export Customers	124
Edit a Customer	125
Archive a Customer	127
Invoice Balance Details	129
New Product/Service	130
Edit Product/Service	131
Delete Product/Service	133
Invoice Settings	134
Edit Invoice Reminders and Fees	135
Payments Overview	137
Payment Form Settings	138
Share Your Payment Form Link	139
Email Your Payment Form Link	140
Payments	141
Refund a Payment	142
Cancel a Payment	143
Financial Tools	144
Initial Setup	144
Linking an Account	144
Unlinking an Account	145
Categorizing Transactions	146
Splitting a Transaction	147
Online Banking Home Page	148
Net Worth Overview	149
Budgets Overview	150
Auto-generated Budgets	151
Budgets From Scratch	151
Editing or Deleting a Budget	152
Managing Budgets	153
Spending Overview	154
Spending: Recategorizing a Transaction	155
Trends Overview	157
Debts Overview	158
Services	159
Stop Payment Request	159
Single Check	159
Multiple Checks	160
Check Reorder	161
Mobile Deposits	162
CardSwap	163
Getting Started	163
Overview	165
Card Services	166
Enable or Disable Cards	166
Report Card Lost or Stolen	167
Statements	168
Settings	169
Profile	169
Account Preferences	170
Locations	171
Branches and ATMs	171

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