Southside Bank: Consumer Online Banking

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
First Time Login After Enrollment	10
Logging In	12
Logging Off	12
Resetting a Forgotten Password	13
Home Page	15
Home Page Overview	15
Account Summary Overview	17
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Details & Settings	22
Account Grouping	23
Editing a Group Name	24
Deleting a Group	24
Security	25
Protecting Your Information	25
General Guidelines	25
Login ID and Password	25
Fraud Prevention	25
Security Preferences	26
Change Password	26
Secure Delivery	27
Mobile Security Preferences	28
Enabling Touch ID or Fingerprint Login	28
Enabling Face ID	30
Disabling Touch ID, Fingerprint or Facial ID Login	31
Apple® Watch	32
Apple® Watch Setup	32
Viewing Balances and Transactions	32
Alerts Overview	33
Account Alerts	34
History Alerts	35
Online Transaction Alerts	36
Security	37
Security Alerts Overview	37
Editing Delivery Preferences	37
Enabling and Disabling Push Notifications	38
Secure Message Overview	39
Sending a Secure Message	40
Transactions	41
Funds Transfer	41
Send Money with Zelle® Setup	43
Initial Setup	43
Adding a Recipient	44
Send Money with Zelle®	45
Request Money with Zelle®	47
Split Payment with Zelle®	48
Zelle® Activity	49
Zelle® Settings	50
Add a Personal External Transfer Account	51
Instant Verification	51
Micro-Deposits	52
Verify an External Transfer Account with Micro-Deposits	53
Manage External Transfer Accounts	55
Nickname External Transfer Accounts	55
Remove External Transfer Accounts	56
Activity Center Overview	57
Using Filters	58
Creating or Deleting Custom Views Using Favorites	59
Editing Transactions	60
Canceling Transactions	61
Services	62
Statements & Notices	62
Card Replacement	63
Stop Payment Request	64
Single Check	64
Multiple Checks	65
Reordering Checks	66
Address Change Request	67
Mobile Deposits	68
Settings	69
Account Preferences	69
Text Enrollment	70
Accessibility	72
Locations	73
Branches and ATMs	73
Card Services	74
Card Management Overview	74
To Add a New Card	75
To Activate a Card	76
Card Lock/Unlock	77
Hide/Show Cards	78
Set Primary Device	79
Transaction Enrichment	80
Card Details	81
View Digital Card	81
Spend Insights	82
Card on File	83
Card Controls & Alerts	84
Locations	84
Merchant Types	86
Transation Types	87
Spend Limits	88
Alerts	89
Location Alerts	90
Merchant Alerts	91
Transaction Type Alerts	92
Spend Limit Alerts	93
Card Management Recent Transactions	94
Manage Travel Plans	95
Creating a Travel Plan	95
Editing a Travel Plan	97
Deleting a Travel Plan	98
Report Card Lost/Stolen	99
Set PIN	100
Bill Pay	101
Payments Overview	101
Hiding or Unhiding Payees from Payment Screen	103
Hide a Payee	103
Unhide a Payee	103
Creating a Payee Overview	104
Creating a Payee: Company	105
For a Known Payee	106
For an Unknown Payee	107
Creating a Payee: Person	108
Part 1 of 3: Choosing Payee and Payment Method	108
Part 2 of 3: Adding Payee Information	109
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	110
Editing a Payee	111
Deleting a Payee	112
Scheduling Payments	113
Rush Delivery	114
Recurring Payments	116
Editing Payments	118
Skipping Payments	120
Deleting Payments	121
Setting Up eBills	122
Adding an Account	123
Editing an Account	124
Deleting an Account	125
Editing Alerts	126
Categories	127
Editing a Category	128
Deleting a Category	129
GiftPay Overview	130
Creating a Recipient: Gift Check	131
Creating a Recipient: Donation	133
Sending a Gift	135
Sending a Donation	137
Editing a Gift or Donation Recipient	139
Deleting a Gift or Donation Recipient	140
Editing a Pending Gift or Donation	142
Deleting a Pending Gift or Donation	144
Mobile Bill Pay	146
Bill Pay Overview	146
Editing a Payee	147
Deleting a Payee	148
Making a Manual Payment	149
Canceling Pending Transactions	150
My Money Manager	151
Initial Setup	151
Linking an Account	152
Tagging Transactions	153
Splitting a Transaction	155
My Money Manager Dashboard	157
Spending by Category	158
Budget	160
Adding Budgets	161
Managing Budgets	162
Add a Budget Alert	164
Cashflow Overview	165
Net Worth	166
Goals	167
Adding Goals	168
Save for Goals	168
Pay Off Goals	169
Add a Goal Alert	170
Managing Goals	171

Made with FlippingBook - Online Brochure Maker