Somerset Trust Company Online Banking Guide
First page
Table of contents
Next page
Last page
Getting Started
8
New User Enrollment
8
Logging In
9
Logging Off
9
Retrieve a Forgotten Username
10
Resetting a Forgotten Password
11
Dashboard
12
Dashboard Overview
12
Accounts
14
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
26
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
38
Make a Transfer (Mobile App)
38
Add an Account
39
Mobile App
39
Adding an Internal Account
40
Adding an External Account
42
Add an External Account Instantly
43
Add an External Account Manually
44
Confirm an External Account Manually
45
Make a Transfer
46
One-Time Transfers
46
Recurring Transfers
48
Single Loan Payment
50
Recurring Loan Payments
53
Scheduled Transfers
55
Editing Transfers
56
Deleting Transfers
57
Deleting Recurring Transfers Series
58
Transfer Activity
60
Pay a Person
61
Adding a Contact
61
Send a Payment
63
Edit a Pending Payment
65
Delete a Pending Payment
66
Settings
67
Edit a Contact
68
Delete a Contact
69
Create a Group Filter
70
Manage Group Filters
71
Deposit Check
72
Enrollment
72
Depositing a Check
73
Check Deposit History
74
Bill Pay
75
Overview
75
Creating a Payee
76
Known Company
76
Unknown Company
78
Person
80
Find My Bills
82
Editing a Payee
83
Deleting a Payee
84
Editing Pending Payments
89
Cancel Pending Payments
90
Viewing Transaction Details
91
Single Transaction
91
Multiple Transactions
92
Creating a Reminder
94
Managing Reminders
96
Editing Reminders
97
Deleting Reminders
98
Editing Account Name
99
Settings
100
Profile
100
Contact Information
101
Accounts
103
Nickname, Hide and Color Code an Account
103
Reorder Accounts
105
Applications
106
Snapshot
107
To Enable Snapshot
108
To Use Snapshot
109
Services
110
Check Services
110
Stop Payment
110
Stop Payment History
112
Card Management
113
Blocking a Card
113
Unblocking a Card
115
Manage Card Alerts
116
Replacement Card
117
Locations
119
Savvy Money
120
Enrolling in Savvy Money
120
Credit Score & Report
121
Loans & Offers
123
Alerts
124
Resources
125
ClickSwitch
126
Direct Deposits
126
Manual Switch
126
Switch Assist
128
Recurring Payments
131
Manual Switch
131
Switch Assist
132
Existing Switches
134
Financial Planning
135
Financial Wellness
135
Spending
135
Bulk Categorize Transactions
136
Savings Goals
137
Edit a Savings Goals
139
Edit a Savings Goals
140
Add Money to a Savings Goals
141
QuickWires
142
Domestic Wire
142
International Wire
144
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