Southside Bank: Retail Online Banking Guide

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Table of Contents Getting Started

New User Enrollment....................................................................................................8 First Time Login After Enrollment. ..............................................................................9 Logging In.....................................................................................................................11 Logging Off............................................................................................................................ 11 Resetting A Forgotten Password. ..............................................................................12 Home Page Home Page Overview..................................................................................................14 Account Summary Overview............................................................................................... 16 Account Details Overview...........................................................................................17 Quick Transfer. ............................................................................................................19 Account Nickname. .....................................................................................................20 Settings.........................................................................................................................21 Account Grouping. ......................................................................................................22 Editing a Group Name. ........................................................................................................ 23 Deleting a Group. ................................................................................................................. 23 Security Protecting Your Information......................................................................................24 General Guidelines............................................................................................................... 24 Login ID and Password........................................................................................................ 24 Fraud Prevention.................................................................................................................. 24 Security Preferences...................................................................................................25 Change Password................................................................................................................. 25 Secure Delivery..................................................................................................................... 26 Mobile Security Preferences......................................................................................27 Enabling Touch ID or Fingerprint Login............................................................................. 27 Enabling Face ID. .................................................................................................................. 29 Disabling Touch ID or Fingerprint Login............................................................................ 30 Apple® Watch..............................................................................................................31 Apple® Watch Setup............................................................................................................ 31 Viewing Balances and Transactions................................................................................... 31 Alerts Overview............................................................................................................32 Account Alerts....................................................................................................................... 33 History Alerts. ....................................................................................................................... 34 Online Transaction Alerts.................................................................................................... 35 Reminder............................................................................................................................... 36 Security Alerts Overview.............................................................................................37 Editing Delivery Preferences............................................................................................... 37