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	20
Transaction Details	22
Adding a New Account	24
Editing Favorite Accounts	25
Organize Dashboard	26
Language Preference	26
Reorder Accounts	27
Rename Accounts	28
Hide/Unhide Accounts	29
Hide/Unhide Dashboard Tiles	30
App Appearance	31
Favorite Payees	32
Selecting Favorite Payees	32
FinancialVue	33
Initial Setup	33
Adding an Account to FinancialVue	34
Tagging Transactions	35
Splitting a Transaction	37
FinancialVue Dashboard	39
Spending by Category	40
Budget	42
Adding Budgets	43
Managing Budgets	44
Add a Budget Alert	46
Cashflow Overview	47
Add a Bill or Income	48
Net Worth	49
Add an Unlinked Asset or Debt	50
Goals	51
Adding Goals	52
Save for Goals	52
Pay Off Goals	53
Add a Goal Alert	54
Managing Goals	55
Security	56
Protecting Your Information	56
General Guidelines	56
Login ID and Password	56
Fraud Prevention	56
Login Settings	57
Change Username	57
Change Password	58
Change Security Questions	59
Recent Logins	60
Mobile Security Preferences	61
Enabling Biometric Sign-In	61
Enabling FaceID	62
Enabling PIN Login	63
Auto-Login	64
Alerts	65
Alerts Overview	65
Custom Alerts	66
Bill Pay Alerts	67
Security Alerts	68
FinancialVue Alerts	69
Turning Alerts On and Off	70
Editing or Deleting Alerts	71
Previous Alerts	72
Move Money	73
Move Money Overview	73
Bill Pay Enrollment	74
Enroll Additional Accounts in Bill Pay	76
Adding a Payee	77
Person to Person Payee	77
Bill Pay Payee - Company	79
Bill Pay Payee - Individual	81
Favoriting a Payee	84
Editing a Payee	85
Deleting a Payee	86
New Transaction	87
Transferring Money Between Your Accounts	87
Making a Loan Payment	89
Transferring Money to Another Person (P2P)	91
Making a Bill Pay Payment	93
Editing Transfers/Payments	95
Skip Transfers/Payments	96
Deleting Transfers/Payments	97
Deposit Checks	98
Remote Deposit	98
Manage Cards	99
Turn Card On or Off	99
Card Name	100
Card Alert	101
Temporary Spending Limit Increase	102
Change PIN	103
Report Lost or Stolen Card	104
Travel Notification	105
Enable Automatic On/Off	107
Reports	109
Creating a New Report	109
Account Activity Report	109
Sub-User Account Access Report	110
Running an Existing Report	111
Editing a Report	112
Deleting a Report	113
Services	114
Locations	114
Secure Message Overview	115
Sending a Secure Message	116
Submit a Form	117
Documents	118
Document Enrollment	118
Viewing Documents	119
Chat	120
Stop Payment	121
Single Check	121
Multiple Checks	123
ACH	125
Settings	128
Contact Settings	128
Adding a New Phone	128
Editing a Phone	129
Deleting a Phone	130
Editing an Email Address	131
Sub-Users	132
Sub-Users Overview	132
Sub-User Overview	133
Adding a New Sub-User	134
Editing a Sub-User	136
Part 1: Editing Sub-User Access	137
Part 2: Editing Sub-User Limits	138
Deleting a Sub-User	139
Autobooks	140
Overview	140
Send an Invoice	141
Send a Recurring Invoice	143
Edit Invoice Draft	145
Mark Invoice as Paid	146
Copy Invoice	148
Email Invoice	150
Cancel Invoice	151
Edit Recurring Schedule	152
Pause Recurring Schedule	154
Resume Recurring Schedule	155
Cancel Recurring Schedule	156
Export Invoices	157
New Estimate	158
Edit an Estimate	160
Email an Estimate	162
Create an Invoice from an Estimate	163
Cancel an Estimate	165
Export Estimates	166
Add a Customer	167
Import Customers	168
Export Customers	169
Edit a Customer	170
Archive a Customer	172
Invoice Balance Details	174
New Product/Service	175
Edit Product/Service	176
Delete Product/Service	178
Invoice Settings	179
Edit Invoice Reminders and Fees	180
Payment Form Settings	182
Share Your Payment Form Link	183
Email Your Payment Form Link	184
Payments	185
Refund a Payment	186
Cancel a Payment	187
Reports	188

Made with FlippingBook Ebook Creator