North State Bank Online Banking Guide

5

Transaction Types Moving Money Overview ...........................................................................................41 Transactions 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 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