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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