Southside Bank: Retail Online Banking Guide

Getting Started5
New User Enrollment5
First Time Login After Enrollment6
Logging In8
Logging Off8
Resetting A Forgotten Password9
Home Page11
Home Page Overview11
Account Summary Overview13
Account Details Overview14
Quick Transfer16
Account Nickname17
Settings18
Account Grouping19
Editing a Group Name20
Deleting a Group20
Security21
Protecting Your Information21
General Guidelines21
Login ID and Password21
Fraud Prevention21
Security Preferences22
Change Password22
Secure Delivery23
Mobile Security Preferences24
Enabling Touch ID or Fingerprint Login24
Enabling Face ID26
Disabling Touch ID or Fingerprint Login27
AppleĀ® Watch28
AppleĀ® Watch Setup28
Viewing Balances and Transactions28
Alerts Overview29
Account Alerts30
History Alerts31
Online Transaction Alerts32
Reminder33
Security Alerts Overview34
Editing Delivery Preferences34
Enabling and Disabling Push Notifications35
Secure Message Overview36
Sending a Secure Message37
Transaction Types38
Moving Money Overview38
Transactions39
Transfer Funds39
Adding a Personal External Account41
Verifying a Personal External Account42
Activity Center Overview43
Using Filters44
Creating or Deleting Custom Views Using Favorites44
Editing Transactions45
Canceling Transactions46
Bill Pay47
Payments Overview47
Hiding or Unhiding Payees from Payment Screen48
Creating a Payee Overview49
Creating a Payee: Company50
Creating a Payee: Person52
Part 1 of 3: Choosing Payee and Payment Method52
Part 2 of 3: Adding Payee Information53
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code54
Editing a Payee55
Deleting a Payee56
Scheduling Payments57
Rush Delivery58
Recurring Payments60
Editing Payments61
Skipping Payments62
Canceling Payments63
Setting Up eBills64
Adding an Account65
Editing an Account66
Deleting an Account67
Editing Personal Information68
Editing Alerts69
Categories70
Editing a Category71
Deleting a Category72
Mobile Bill Pay73
Bill Pay Overview73
Editing a Payee74
Deleting a Payee75
Making a Manual Payment76
Canceling Pending Transactions77
My Money Manager78
Initial Setup78
Linking an Account79
Tagging Transactions80
Splitting a Transaction82
My Money Manager Dashboard84
Spending by Category85
Budget87
Adding Budgets88
Managing Budgets89
Add a Budget Alert91
Cashflow Overview92
Net Worth93
Goals94
Adding Goals95
Save for Goals95
Pay Off Goals96
Add a Goal Alert97
Managing Goals98
Services99
Statements & Notices99
Card Replacement100
Travel Notifications101
Stop Payment Request102
Single Check102
Multiple Checks103
Reordering Checks104
Address Change Request105
Mobile Deposits106
Settings107
Account Preferences107
Text Enrollment108
Accessibility110
Locations111
Branches and ATMs111

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