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	75
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 - Company - Standard Delivery	93
Making a Bill Pay Payment - Company - Rush Delivery	95
Making a Bill Pay Payment - Individual	97
Editing Transfers/Payments	99
Deleting Transfers/Payments	100
Adding a Payee	78
Person to Person Payee	78
Bill Pay Payee - Company	80
Bill Pay Payee - Individual	82
Favoriting a Payee	84
Editing a Payee	85
Deleting a Payee	86
Enroll Additional Accounts in Bill Pay	77
Deposit Checks	101
Remote Deposit	101
Manage Cards	102
Turn Card On or Off	102
Card Name	103
Card Alert	104
Temporary Spending Limit Increase	105
Change PIN	106
Report Lost or Stolen Card	107
Travel Notification	108
Enable Automatic On/Off	110
Reports	112
Creating a New Report	112
Account Activity Report	112
Sub-User Account Access Report	113
Running an Existing Report	114
Editing a Report	115
Deleting a Report	116
Services	117
Locations	117
Secure Message Overview	118
Sending a Secure Message	119
Submit a Form	120
Documents	121
Document Enrollment	121
Viewing Documents	122
Chat	123
Stop Payment	124
Single Check	124
Multiple Checks	126
ACH	128
Settings	131
Contact Settings	131
Adding a New Phone	131
Editing a Phone	132
Deleting a Phone	133
Editing an Email Address	134
Sub-Users	135
Sub-Users Overview	135
Sub-User Overview	136
Adding a New Sub-User	137
Editing a Sub-User	139
Part 1: Editing Sub-User Access	140
Part 2: Editing Sub-User Limits	141
Deleting a Sub-User	142
Autobooks	143
Overview	143
Send an Invoice	144
Send a Recurring Invoice	146
Edit Invoice Draft	148
Mark Invoice as Paid	149
Copy Invoice	151
Email Invoice	153
Cancel Invoice	154
Edit Recurring Schedule	155
Pause Recurring Schedule	157
Resume Recurring Schedule	158
Cancel Recurring Schedule	159
Export Invoices	160
New Estimate	161
Edit an Estimate	163
Email an Estimate	165
Create an Invoice from an Estimate	166
Cancel an Estimate	168
Export Estimates	169
Add a Customer	170
Import Customers	171
Export Customers	172
Edit a Customer	173
Archive a Customer	175
Invoice Balance Details	177
New Product/Service	178
Edit Product/Service	179
Delete Product/Service	181
Invoice Settings	182
Edit Invoice Reminders and Fees	183
Payment Form Settings	185
Share Your Payment Form Link	186
Email Your Payment Form Link	187
Payments	188
Refund a Payment	189
Cancel a Payment	190
Reports	191

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