Somerset Trust Company Online Banking Guide

Getting Started8
New User Enrollment8
Logging In9
Logging Off9
Retrieve a Forgotten Username10
Resetting a Forgotten Password11
Dashboard12
Dashboard Overview12
Accounts14
Account Details Overview14
Categorizing Transactions16
Download Transactions17
Account Analytics - Balance History19
Account Analytics - Spending20
Adding an External Account21
Editing an External Account’s Credentials23
Editing an External Account24
Removing an External Account25
Security26
Protecting Your Information26
General Guidelines26
Login ID and Password26
Fraud Prevention26
Security Preferences27
Change Username27
Change Password28
Two-Factor Authentication29
Remembered Devices31
Message Center32
Inbox32
Sent34
Compose Message35
View and Reply36
Alerts37
Transactions38
Make a Transfer (Mobile App)38
Add an Account39
Mobile App39
Adding an Internal Account40
Adding an External Account42
Add an External Account Instantly43
Add an External Account Manually44
Confirm an External Account Manually45
Make a Transfer46
One-Time Transfers46
Recurring Transfers48
Single Loan Payment50
Recurring Loan Payments53
Scheduled Transfers55
Editing Transfers56
Deleting Transfers57
Deleting Recurring Transfers Series58
Transfer Activity60
Pay a Person61
Adding a Contact61
Send a Payment63
Edit a Pending Payment65
Delete a Pending Payment66
Settings67
Edit a Contact68
Delete a Contact69
Create a Group Filter70
Manage Group Filters71
Deposit Check72
Enrollment72
Depositing a Check73
Check Deposit History74
Bill Pay75
Overview75
Creating a Payee76
Known Company76
Unknown Company78
Person80
Find My Bills82
Editing a Payee83
Deleting a Payee84
Editing Pending Payments89
Cancel Pending Payments90
Viewing Transaction Details91
Single Transaction91
Multiple Transactions92
Creating a Reminder94
Managing Reminders96
Editing Reminders97
Deleting Reminders98
Editing Account Name99
Settings100
Profile100
Contact Information101
Accounts103
Nickname, Hide and Color Code an Account103
Reorder Accounts105
Applications106
Snapshot107
To Enable Snapshot108
To Use Snapshot109
Services110
Check Services110
Stop Payment110
Stop Payment History112
Card Management113
Blocking a Card113
Unblocking a Card115
Manage Card Alerts116
Replacement Card117
Locations119
Savvy Money120
Enrolling in Savvy Money120
Credit Score & Report121
Loans & Offers123
Alerts124
Resources125
ClickSwitch126
Direct Deposits126
Manual Switch126
Switch Assist128
Recurring Payments131
Manual Switch131
Switch Assist132
Existing Switches134
Financial Planning135
Financial Wellness135
Spending135
Bulk Categorize Transactions136
Savings Goals137
Edit a Savings Goals139
Edit a Savings Goals140
Add Money to a Savings Goals141
QuickWires142
Domestic Wire142
International Wire144

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