Signature Bank Personal Guide to Digital Banking

5

Transactions 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 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 Address Management ................................................................................................66 Home Page Preferences.............................................................................................68 Text Enrollment...........................................................................................................71 Account Preferences ..................................................................................................73 Accessibility..................................................................................................................74 Financial Tools Initial Setup..................................................................................................................75 Categorizing Transactions .................................................................................................. 76 Splitting a Transaction......................................................................................................... 77