Southside Bank: Retail Online Banking Guide

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Enabling and Disabling Push Notifications. .............................................................38 Secure Message Overview. ........................................................................................39 Sending a Secure Message.........................................................................................40 Transaction Types Moving Money Overview............................................................................................41 Transactions Transfer Funds.............................................................................................................42 Adding a Personal External Account.........................................................................44 Verifying a Personal External Account......................................................................45 Activity Center Overview. ...........................................................................................46 Using Filters........................................................................................................................... 47 Creating or Deleting Custom Views Using Favorites........................................................ 47 Editing Transactions............................................................................................................. 48 Canceling Transactions........................................................................................................ 49 Bill Pay Payments Overview. ...................................................................................................50 Hiding or Unhiding Payees from Payment Screen........................................................... 51 Creating a Payee Overview. .......................................................................................52 Creating a Payee: Company.......................................................................................53 Creating a Payee: Person............................................................................................55 Part 1 of 3: Choosing Payee and Payment Method. ........................................................ 55 Part 2 of 3: Adding Payee Information. ............................................................................. 56 Part 3 of 3: Keyword (Email Only) and One-Time Activation Code................................. 57 Editing a Payee.............................................................................................................58 Deleting a Payee..........................................................................................................59 Scheduling Payments..................................................................................................60 Rush Delivery...............................................................................................................61 Recurring Payments....................................................................................................63 Editing Payments.........................................................................................................64 Skipping Payments......................................................................................................65 Canceling Payments....................................................................................................66 Setting Up eBills...........................................................................................................67 Adding an Account......................................................................................................68 Editing an Account.......................................................................................................69 Deleting an Account....................................................................................................70 Editing Personal Information.....................................................................................71 Editing Alerts................................................................................................................72 Categories. ...................................................................................................................73 Editing a Category. ......................................................................................................74