Signature Bank Personal Guide to Digital Banking

First page Table of contents Next page Last page

Getting Started	8
First Time Login	8
Home Page	9
Home Page Overview	9
Account Summary Overview	11
Account Details Overview	12
Quick Transfer	14
Account Nickname	15
Details & Settings	16
Account Grouping	17
Editing a Group Name	18
Deleting a Group	18
Security	19
Protecting Your Information	19
General Guidelines	19
Login ID and Password	19
Fraud Prevention	19
Security Preferences	20
Change Password	20
Change Login ID	21
Secure Delivery	22
Mobile Security Preferences	23
Enabling Touch ID or Fingerprint Login	23
Enabling Passcode Authentication	25
Enabling Face ID	26
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	27
Apple® Watch	28
Apple® Watch Setup	28
Viewing Balances and Transactions	28
Alerts Overview	29
Account Alerts	30
History Alerts	31
Non-Online Transaction Alerts	32
Online Transaction Alerts	33
Security Alerts Overview	34
Editing Delivery Preferences	34
Enabling and Disabling Push Notifications	35
Secure Message Overview	36
Sending a Secure Message	37
Transactions	38
Transfer Money	38
Pay a Loan	40
Send Money with Zelle® Setup	42
Initial Setup	42
Adding a Recipient	43
Send Money with Zelle®	44
Request Money with Zelle®	46
Split Payment with Zelle®	47
Zelle® Settings	48
Adding a Personal External Account	49
Verify an External Transfer Account with Micro-Deposits	50
Manage External Transfer Accounts	52
Nickname External Transfer Accounts	52
Remove External Transfer Accounts	53
Online Activity Overview	54
Using Filters	55
Creating or Deleting Custom Views Using Favorites	56
Editing Transactions	57
Canceling Transactions	58
Services	59
Stop Payment Request	59
Single Check	59
Multiple Checks	60
Check Reorder	61
eStatement Enrollment	62
Mobile Deposits	63
Quick Balance	64
To Enable Quick Balance	64
To Use Quick Balance	65
Settings	66
Address Management	66
Home Page Preferences	68
Text Enrollment	71
Account Preferences	73
Accessibility	74
Financial Tools	75
Initial Setup	75
Categorizing Transactions	76
Splitting a Transaction	77
Online Banking Home Page	78
Spending Overview	79
Spending: Recategorizing a Transaction	80
Budgets Overview	82
Auto-generated Budgets	83
Budgets From Scratch	83
Editing or Deleting a Budget	84
Managing Budgets	85
Trends Overview	86
Cash Flow Overview	87
Adding a Suggested Cash Event	88
Creating Your Own Cash Event	89
Editing, Deleting or Skipping a Cash Event	91
Net Worth Overview	92
Debts Overview	93
Integrated Bill Pay	94
Bill Pay Overview	94
Creating a Payee	94
Editing a Payee	96
Deleting a Payee	97
Making a Single Payment	98
Paying Multiple Bills	99
Payment Activity	100
Cancel a Pending Payment	101
Advanced Bill Pay	102
Pay with Bill Pay Overview	102
Hiding or Unhiding Payees from Payment Screen	104
Hide a Payee	104
Unhide a Payee	104
Creating a Payee Overview	105
Creating a Payee: Company	106
For a Known Payee	107
For an Unknown Payee	108
Creating a Payee: Person	109
Part 1 of 3: Choosing Payee and Payment Method	109
Part 2 of 3: Adding Payee Information	110
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	111
Editing a Payee	112
Deleting a Payee	113
Scheduling Payments	114
Rush Delivery	115
Recurring Payments	117
Editing Payments	119
Skipping Payments	121
Deleting Payments	122
Setting Up eBills	123
Adding an Account	124
Editing an Account	125
Deleting an Account	126
Editing Alerts	127
Categories	128
Editing a Category	129
Deleting a Category	130
GiftPay Overview	131
Creating a Recipient: Gift Check	132
Creating a Recipient: Donation	134
Sending a Gift	136
Sending a Donation	138
Editing a Gift or Donation Recipient	140
Deleting a Gift or Donation Recipient	141
Editing a Pending Gift or Donation	143
Deleting a Pending Gift or Donation	145

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