Somerset Trust Company Online Banking Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Logging Off ............................................................................................................................. 9 Retrieve a Forgotten Username................................................................................10 Resetting a Forgotten Password ...............................................................................11 Dashboard Dashboard Overview..................................................................................................12 Accounts Account Details Overview ..........................................................................................14 Categorizing Transactions .................................................................................................. 16 Download Transactions ..................................................................................................... 17 Account Analytics - Balance History .................................................................................. 19 Account Analytics - Spending ............................................................................................. 20 Adding an External Account ......................................................................................21 Editing an External Account’s Credentials ...............................................................23 Editing an External Account.......................................................................................24 Removing an External Account .................................................................................25 Security Protecting Your Information......................................................................................26 General Guidelines .............................................................................................................. 26 Login ID and Password........................................................................................................ 26 Fraud Prevention ................................................................................................................. 26 Security Preferences...................................................................................................27 Change Username ............................................................................................................... 27 Change Password ................................................................................................................ 28 Two-Factor Authentication ................................................................................................. 29 Remembered Devices ......................................................................................................... 31 Message Center ..........................................................................................................32 Inbox...................................................................................................................................... 32 Sent........................................................................................................................................ 34 Compose Message............................................................................................................... 35 View and Reply ..................................................................................................................... 36 Alerts ............................................................................................................................37 Transactions Make a Transfer (Mobile App) ..................................................................................38