North State Bank Online Banking Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................9 Logging In.....................................................................................................................11 Logging Off ........................................................................................................................... 11 Resetting a Forgotten Password ...............................................................................12 Home Page 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 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