Signature Bank Arkansas Personal Banking User Guide
12-16-24
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SIGNATURE BANK OF ARKANSAS WWW.SIGNATURE.BANK
Personal Banking User Guide
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Published by Murphy & Company, Inc. 13610 Barrett Office Drive
St. Louis, MO 63021 www.mcompany.com
© 2009–2024 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google LLC. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012
Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.
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Getting Started Welcome to Online Banking with Signature Bank of Arkansas! Whether you are at home or at the office using a mobile phone, tablet or laptop, we strive to make your Online Banking experience easy and convenient. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Online Banking process. If you have additional questions, contact us at (877) 888-8550.
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Table of Contents Getting Started
Digital Banking System Requirements........................................................................9 Browser (Desktop & Mobile)................................................................................................. 9 Mobile Device (App)............................................................................................................... 9 Mobile Remote Deposit Capture.......................................................................................... 9 New User Enrollment..................................................................................................10 Logging In.....................................................................................................................11 Multi-Factor Authentication.......................................................................................13 Logging Off............................................................................................................................ 14 Duo Mobile............................................................................................................................ 15 Resetting a Forgotten Password................................................................................17 Accounts Dashboard Overview..................................................................................................18 Account Details Overview...........................................................................................19 Transaction Details......................................................................................................21 Accounts Organize Dashboard...................................................................................................23 Language Preference........................................................................................................... 23 Reorder Accounts................................................................................................................. 24 Rename Accounts................................................................................................................. 25 Hide/Unhide Accounts......................................................................................................... 26 Hide/Unhide Dashboard Tiles............................................................................................. 27 App Appearance................................................................................................................... 28 Quick Pay......................................................................................................................29 Selecting Favorite Payees.................................................................................................... 29 Person to Person.................................................................................................................. 30 Bill Pay................................................................................................................................... 32 External Account.................................................................................................................. 34 Monthly Activity...........................................................................................................36 FinancialVue Initial Setup..................................................................................................................37 Adding an Account to FinancialVue.................................................................................... 38 Tagging Transactions........................................................................................................... 40 Splitting a Transaction......................................................................................................... 42 FinancialVue Dashboard.............................................................................................44 Spending by Category.................................................................................................45
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Budget. .........................................................................................................................47 Adding Budgets.................................................................................................................... 48 Managing Budgets............................................................................................................... 49 Add a Budget Alert............................................................................................................... 51 Cashflow Overview......................................................................................................52 Add a Bill or Income............................................................................................................. 53 Net Worth.....................................................................................................................54 Add an Unlinked Asset or Debt.......................................................................................... 55 Goals.............................................................................................................................56 Adding Goals......................................................................................................................... 57 Save for Goals....................................................................................................................... 57 Pay Off Goals........................................................................................................................ 58 Add a Goal Alert.................................................................................................................... 59 Managing Goals.................................................................................................................... 60 Security Protecting Your Information......................................................................................61 General Guidelines............................................................................................................... 61 Login ID and Password........................................................................................................ 61 Fraud Prevention.................................................................................................................. 61 Login Settings...............................................................................................................62 Change Username................................................................................................................ 62 Change Password................................................................................................................. 63 Change Security Questions................................................................................................. 64 Recent Logins...............................................................................................................65 Mobile Security Preferences......................................................................................66 Enabling Biometric Sign-In.................................................................................................. 66 Enabling FaceID.................................................................................................................... 67 Enabling PIN Login......................................................................................................68 Auto-Login....................................................................................................................69 Alerts Alerts Overview............................................................................................................70 Custom Alerts....................................................................................................................... 71 Bill Pay Alerts........................................................................................................................ 72 Security Alerts....................................................................................................................... 73 FinancialVue Alerts............................................................................................................... 74 Turning Alerts On and Off................................................................................................... 75 Editing or Deleting Alerts............................................................................................76 Previous Alerts.............................................................................................................77
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Move Money Move Money Overview...............................................................................................78 Bill Pay Enrollment......................................................................................................79 Move Money Enroll Additional Accounts in Bill Pay.......................................................................81 Adding a Payee............................................................................................................82 Person to Person Payee...................................................................................................... 82 Bill Pay Payee - Company.................................................................................................... 84 Bill Pay Payee - Individual.................................................................................................... 86 Favoriting a Payee................................................................................................................ 89 Editing a Payee...................................................................................................................... 90 Deleting a Payee................................................................................................................... 91 New Transaction..........................................................................................................92 Transferring Money Between Your Accounts................................................................... 92 Making a Loan Payment...................................................................................................... 94 Transferring Money to Another Person (P2P)................................................................... 96 Making a Bill Pay Payment.................................................................................................. 98 Editing Transfers/Payments............................................................................................. 100 Skip Transfers/Payments.................................................................................................. 101 Deleting Transfers/Payments.......................................................................................... 102 Deposit Checks Remote Deposit........................................................................................................103 Manage Cards Turn Card On or Off.................................................................................................104 Card Name................................................................................................................105 Card Alert..................................................................................................................106 Temporary Spending Limit Increase......................................................................107 Change PIN................................................................................................................108 Report Lost or Stolen Card......................................................................................109 Travel Notification....................................................................................................110 Enable Automatic On/Off........................................................................................112 Reports Creating a New Report.............................................................................................114 Account Activity Report..................................................................................................... 114 Sub-User Account Access Report.................................................................................... 115 Running an Existing Report.....................................................................................116 Editing a Report........................................................................................................117 Deleting a Report......................................................................................................118
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Services Locations. .................................................................................................................. 119 Secure Message Overview......................................................................................120 Sending a Secure Message......................................................................................121 Submit a Form................................................................................................................... 122 Documents................................................................................................................ 123 Document Enrollment...................................................................................................... 123 Viewing Documents.......................................................................................................... 125 Chat............................................................................................................................ 126 Stop Payment............................................................................................................127 Single Check ...................................................................................................................... 127 Multiple Checks ................................................................................................................ 129 ACH .................................................................................................................................... 131 Settings Contact Settings........................................................................................................133 Adding a New Phone......................................................................................................... 133 Editing a Phone.................................................................................................................. 134 Deleting a Phone............................................................................................................... 135 Editing an Email Address.................................................................................................. 136 Sub-Users Sub-Users Overview.................................................................................................137 Sub-User Overview............................................................................................................ 138 Adding a New Sub-User ................................................................................................... 139 Editing a Sub-User....................................................................................................141 Part 1: Editing Sub-User Access....................................................................................... 142 Part 2: Editing Sub-User Limits........................................................................................ 143 Deleting a Sub-User.................................................................................................144 Autobooks Overview.................................................................................................................... 145 Send an Invoice.........................................................................................................146 Send a Recurring Invoice.........................................................................................148 Edit Invoice Draft......................................................................................................150 Mark Invoice as Paid................................................................................................151 Copy Invoice..............................................................................................................153 Email Invoice.............................................................................................................155 Cancel Invoice...........................................................................................................156 Edit Recurring Schedule...........................................................................................157 Pause Recurring Schedule.......................................................................................159
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Resume Recurring Schedule...................................................................................160 Cancel Recurring Schedule......................................................................................161 Export Invoices.........................................................................................................162 New Estimate............................................................................................................163 Edit an Estimate........................................................................................................165 Email an Estimate.....................................................................................................167 Create an Invoice from an Estimate.......................................................................168 Cancel an Estimate...................................................................................................170 Export Estimates.......................................................................................................171 Add a Customer........................................................................................................172 Import Customers....................................................................................................173 Export Customers.....................................................................................................174 Edit a Customer........................................................................................................175 Archive a Customer..................................................................................................177 Invoice Balance Details............................................................................................179 New Product/Service................................................................................................180 Edit Product/Service.................................................................................................181 Delete Product/Service............................................................................................183 Invoice Settings.........................................................................................................184 Edit Invoice Reminders and Fees.................................................................................... 185 Payment Form Settings...........................................................................................187 Share Your Payment Form Link..............................................................................188 Email Your Payment Form Link..............................................................................189 Payments................................................................................................................... 190 Refund a Payment....................................................................................................191 Cancel a Payment.....................................................................................................192 Reports. ..................................................................................................................... 193
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Getting Started Digital Banking System Requirements
Browser (Desktop & Mobile) Signature Bank of Arkansas supports Microsoft Edge, Google Chrome, Mozilla Firefox and Safari. Our recommendation is that both consumer and admin users of Digital Banking keep the latest version of browsers to ensure that the latest security patches are in place.
Mobile Device (App) • iOS devices should be updated to the most recent version • Android Devices should support version 14 and greater • 4G/LTE and greater Mobile Remote Deposit Capture • Recommended camera resolution is 1600X1200 pixels
Getting Started: Digital Banking System Requirements
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Getting Started New User Enrollment
If you’re new to Online Banking with Signature Bank of Arkansas, you need to complete the enrollment process the first time you log in. Once you complete these few quick steps, you’ll be on your way to banking everywhere you go! 1. Type signature.bank into your browser, and click the Enroll button. 2. Click the Let’s Get Started! button. 3. Enter your personal information and click the Continue button. Note: If the information entered does not match your bank account record at Signature Bank of Arkansas or if you have an old Digital Banking account, you will need to call us at (877) 888-8550. 4. You will be asked to answer four verification questions. 5. Your enrollment will be sent to our Customer Service Center for review and approval. 6. You will receive an email. Click the link in the email to create your own username and password. 7. Choose three security questions and enter the appropriate responses. 8. You will then be taken into your Signature Bank of Arkansas Online Banking experience after accepting the terms and conditions.
Getting Started: New User Enrollment
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Getting Started Logging In
After your first-time enrollment, logging in is easy and only requires your username and password.
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1. Click the Login button. 2. Enter your username and password. 3. Click the Login button. If this is the first time you are logging in from an unregistered device, you will need to answer a security question. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1
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Getting Started: Logging In
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4. Select a device. 5. (Optional) Check the box to remember your device. 6. Select a delivery method for the passcode. 7. Enter the passcode. 8. Click the Submit button. A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 112 131415 1617 18 1920 122 2324 2526 27 28 2930 2 3 4 5 6 7 8 9 10a a2a3a4a5a6a7a8a9a 10b b2b3b4b5b6b7b8b9b 10c c2c3c4c5c6c7c8c9c 10d d2d3d4d5d6d7d8d9d J L M N O P Q R S T U V W X Y Z B C D E F G H I 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
Note: By selecting “Remember This Device” on your login screen, you can bypass the Multi-Factor Authentication (MFA) requirement for future logins on that device. It is device specific, so if you select Remember Device on your phone in the app, it will still require MFA on any other device (i.e. your office computer, etc.). If you clicked “Remember This Device” but would like to again be prompted for a code, please call us and we can reset your MFA requirement. J2 J3 J1 J2
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Getting Started: Logging In
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Getting Started Multi-Factor Authentication
Multi-Factor Authentication (MFA) is an additional security layer to validate your login to Signature Bank of Arkansas’ online banking. You can select to receive a phone call, text message, or mobile app push to approve your login.
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Sign in to digital banking like normal at signature.bank or through your mobile app. 1. Click the Let’s Get Started button. 2. (Optional) To set up a landline, click the “Use other mobile device or landline” link. 3. Use the drop-down to select a country. 4. Enter the phone number. 5. Enter a nickname. If you set up multiple phone numbers on your profile for MFA use, the nicknames will display in a drop down list for easy reference. 6. Select a device. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 J3 11b 12b 13b 14b 15b 1 11 12 13 14 1 21 22 23 24 2 1 2 3 4 5 11b 12b 13b 14b 15b 16b 1 1d 2d 3d 4d 5d 6d A1B1C1D1E1F1G A2B2C2D2E2F2G A3B3C3D3E3F3G 11b 12b 13b 14b 15b 16b 17b 1 1d 2d 3d 4d 5d 6d 7d A1 B1 C1 D1 E1 F1 G1 A2B2C2D2E2 F2G2H A3 B3 C3 D3 E3 F3 G3 11a 12a 13a 14a 15a 16a 17a 18a 1 11b 12b 13b 14b 15b 16b 17b 18b 1 1d 2d 3d 4d 5d 6d 7d 8d A1B1C1D1E1F A2B2C2D2E2F A3B3C3D3E3F K L M N O U V W X A B C D E 1a 2a 3a 4a 5 1b 2b 3b 4b 5 1c 2c 3c 4c 5 11a 12a 13a 14a 1 11b 12b 13b 14b 1 1d 2d 3d 4d 5 11a 12a 13a 14a 15a 16a 11a 12a 13a 14a 15a 16a 17a 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I
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Getting Started: Multi-Factor Authentication
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7. Select either Text Me or Call Me to receive a verification code. 8. Enter the verification code, then click the Verify Device button. J Q R S T G H I
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9. Decide if you will use Duo Mobile by clicking the Use Duo Mobile button or skip this step by clicking the Skip This Step button. Duo Mobile is an optional application that helps you authenticate your login. For more information go to page 15. If not using Duo Mobile, continue to the next step. 10. (Optional) Click the Add Another Device button to add another device. 11. Click the Complete Setup button when you are finished. Logging Off For your security, you should always log off when you finish your Online Banking 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J1
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session. We may also log you off due to inactivity. 1. Click the Log Out tab in the sidebar menu. J2
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Getting Started: Multi-Factor Authentication
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Duo Mobile Enroll in the app Duo Mobile to log in quicker (it will send you a push notification to your cell phone to accept/deny login instead of having to enter a code).
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1. Click the Use Duo Mobile button. You will receive two text messages with directions. 2. Click the “Download Mobile App” link. 3. This will take you to the app store. Click the Open button, then download the Duo Mobile app. 4. Go back to the text message and click the “Activate the Duo Mobile App” link which opens the Duo Mobile app. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c K L M N O U V W X Y A B C D E 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 11a 12a 13a 14a 15a 16a 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d A1 B1 C1 D1 A2 B2 C2 D2 E A3 B3 C3 D3 11b 12b 13b 14b 1
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Getting Started: Multi-Factor Authentication
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5. Agree to allow push notifications by clicking the Allow button. Once you agree, you will see the Signature Bank of Arkansas listing at the top of the screen. 6. Go back to your Signature Bank of Arkansas app or login. MFA and Duo Mobile setups are now complete. Now every time you login, you will be asked to verify your login with the Duo Mobile app. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
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Getting Started: Multi-Factor Authentication
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Getting Started Resetting a Forgotten Password
If you happen to forget your password, you can easily reestablish a new one from the Signature Bank of Arkansas Home page—no need to call us!
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1. Click the Login button. 2. Click the “Password Support” link. 3. Enter your username and click the Continue button. 4. Answer the security question and click the Send Reset Link button. 5. An email will be sent to you. Follow the instructions to reset your password. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I
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Getting Started: Resetting a Forgotten Password
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Accounts Dashboard Overview
After logging in, you are taken directly to the dashboard. From here, you can navigate to every feature within Online Banking. You can view the balances in your accounts, see your account summaries and more! 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
J1 A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 J3 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2
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A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate tab. B. Your accounts are displayed in an account tile with their balance. If you click 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c an account tile, you are taken to the Account Details page. C. Export your accounts into a different format by clicking the icon. 11b 12b 13b 14b 15b 16b 17b A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 1d 2d 3d 4d 5d 6d 7d 8d
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D. The
icon opens the search bar to find transactions with that account.
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E. Click the
icon to add your accounts at other banks to FinancialVue. Go to
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page 38 for more information. F. Quick links let you quickly access different features. G. Quick Pay allows you to quickly pay your favorite payees. Payees marked as favorites appear here. Go to page 29 for more information.
Accounts: Dashboard Overview
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Accounts Account Details Overview
Selecting an Signature Bank of Arkansas account on the dashboard takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances, so you stay organized and on top of your finances. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
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A. On the dashboard, click on an account tile to view the Account Details screen. B. The available balance of your account is displayed in the top left corner. C. Export your transactions into a different format by clicking the icon. D. The icon opens the search bar to sort and find transactions within that account. E. Use the “Sort” link to sort your transactions. F. You can view more details about a transaction by clicking on it. G. More details about the account are displayed in the upper right corner. Click the icon to view additional details. H. The Statements button allows you to enroll in and access digital statements. Go to page 123 for more information. I. The Bill Pay button allows you to enroll in and pay bills. Go to page 79 for more information. J. The Stop Payment button allows you to stop a pending check payment. Go to page 127 for more information.
Accounts: Account Details Overview
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Accounts Transaction Details
Access additional details about your transactions.
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On the dashboard, select an account to view the Account Details screen. 1. Click a transaction. J KLMNOPQRST U V W X Y Z A B C D E F G H I
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A. Click the icon to download transaction details. B. Click the Category button to categorize a transaction. 1. Click the icon to add a category. 2. Click a category to categorize the transaction. 3. (Optional) Check the box to automatically apply this category to all similar transactions. A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J2
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Accounts: Transaction Details
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C. Click the icon to add a note to a transaction. D. Click the “+ Attach Image(s)” link to add an image to a transaction. J KLMNOPQRST U V W X Y Z A B C D E F G H I Note: Adding a tag makes transactions easier to search. Adding an image is a great way to organize receipts. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3
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Accounts: Transaction Details
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