Southside Bank: Retail Online Banking Guide
First page
Table of contents
Next page
Last page
Getting Started
5
New User Enrollment
5
First Time Login After Enrollment
6
Logging In
8
Logging Off
8
Resetting A Forgotten Password
9
Home Page
11
Home Page Overview
11
Account Summary Overview
13
Account Details Overview
14
Quick Transfer
16
Account Nickname
17
Settings
18
Account Grouping
19
Editing a Group Name
20
Deleting a Group
20
Security
21
Protecting Your Information
21
General Guidelines
21
Login ID and Password
21
Fraud Prevention
21
Security Preferences
22
Change Password
22
Secure Delivery
23
Mobile Security Preferences
24
Enabling Touch ID or Fingerprint Login
24
Enabling Face ID
26
Disabling Touch ID or Fingerprint Login
27
AppleĀ® Watch
28
AppleĀ® Watch Setup
28
Viewing Balances and Transactions
28
Alerts Overview
29
Account Alerts
30
History Alerts
31
Online Transaction Alerts
32
Reminder
33
Security Alerts Overview
34
Editing Delivery Preferences
34
Enabling and Disabling Push Notifications
35
Secure Message Overview
36
Sending a Secure Message
37
Transaction Types
38
Moving Money Overview
38
Transactions
39
Transfer Funds
39
Adding a Personal External Account
41
Verifying a Personal External Account
42
Activity Center Overview
43
Using Filters
44
Creating or Deleting Custom Views Using Favorites
44
Editing Transactions
45
Canceling Transactions
46
Bill Pay
47
Payments Overview
47
Hiding or Unhiding Payees from Payment Screen
48
Creating a Payee Overview
49
Creating a Payee: Company
50
Creating a Payee: Person
52
Part 1 of 3: Choosing Payee and Payment Method
52
Part 2 of 3: Adding Payee Information
53
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code
54
Editing a Payee
55
Deleting a Payee
56
Scheduling Payments
57
Rush Delivery
58
Recurring Payments
60
Editing Payments
61
Skipping Payments
62
Canceling Payments
63
Setting Up eBills
64
Adding an Account
65
Editing an Account
66
Deleting an Account
67
Editing Personal Information
68
Editing Alerts
69
Categories
70
Editing a Category
71
Deleting a Category
72
Mobile Bill Pay
73
Bill Pay Overview
73
Editing a Payee
74
Deleting a Payee
75
Making a Manual Payment
76
Canceling Pending Transactions
77
My Money Manager
78
Initial Setup
78
Linking an Account
79
Tagging Transactions
80
Splitting a Transaction
82
My Money Manager Dashboard
84
Spending by Category
85
Budget
87
Adding Budgets
88
Managing Budgets
89
Add a Budget Alert
91
Cashflow Overview
92
Net Worth
93
Goals
94
Adding Goals
95
Save for Goals
95
Pay Off Goals
96
Add a Goal Alert
97
Managing Goals
98
Services
99
Statements & Notices
99
Card Replacement
100
Travel Notifications
101
Stop Payment Request
102
Single Check
102
Multiple Checks
103
Reordering Checks
104
Address Change Request
105
Mobile Deposits
106
Settings
107
Account Preferences
107
Text Enrollment
108
Accessibility
110
Locations
111
Branches and ATMs
111
Made with
FlippingBook
- Online Brochure Maker