Signature Bank Arkansas Personal Banking User Guide

First page Table of contents Next page Last page

Getting Started	9
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	18
Dashboard Overview	18
Account Details Overview	19
Transaction Details	21
Accounts	23
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	37
Initial Setup	37
Adding an Account to FinancialVue	38
Tagging Transactions	40
Splitting a Transaction	42
FinancialVue Dashboard	44
Spending by Category	45
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	61
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	70
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
Move Money	78
Move Money Overview	78
Bill Pay Enrollment	79
Move Money	81
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	103
Remote Deposit	103
Manage Cards	104
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	114
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
Services	119
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	133
Contact Settings	133
Adding a New Phone	133
Editing a Phone	134
Deleting a Phone	135
Editing an Email Address	136
Sub-Users	137
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	145
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
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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