Southside Bank: Consumer Online Banking

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Table of Contents Getting Started

New User Enrollment ...................................................................................................9 First Time Login After Enrollment.............................................................................10 Logging In.....................................................................................................................12 Logging Off ........................................................................................................................... 12 Resetting a Forgotten Password ...............................................................................13 Home Page 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 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