Spencer Savings Bank Digital Banking Guide

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Transaction Types Moving Money Overview............................................................................................38 Transactions Transfer Funds.............................................................................................................39 Customer to Customer Transfer ..............................................................................41 Linking Someone’s Spencer Savings Bank Account......................................................... 41 Single Transfers Between Spencer Savings Bank Accounts............................................ 42 Adding A Personal External Account.........................................................................43 Verifying A Personal External Account......................................................................44 Online Activity Overview.............................................................................................45 Using Filters........................................................................................................................... 46 Creating or Deleting Custom Views Using Favorites........................................................ 46 Canceling Transactions........................................................................................................ 47 Bill Pay Payments Overview. ...................................................................................................48 Hiding or Unhiding Payees from Payment Screen........................................................... 49 Creating a Payee Overview. .......................................................................................50 Creating a Payee: Company.......................................................................................51 Creating a Payee: Person............................................................................................53 Part 1 of 3: Choosing Payee and Payment Method......................................................... 53 Part 2 of 3: Adding Payee Information.............................................................................. 54 Part 3 of 3: Keyword (Email Only) and One-Time Activation Code................................. 55 Creating a Payee: Bank or Credit Union...................................................................56 Part 1 of 2: Entering Bank or Credit Union Information.................................................. 56 Part 2 of 2: One-Time Activation Code............................................................................... 58 Editing a Payee.............................................................................................................59 Deleting a Payee..........................................................................................................60 Scheduling Payments..................................................................................................61 Rush Delivery...............................................................................................................62 Recurring Payments....................................................................................................64 Editing Payments.........................................................................................................65 Skipping Payments......................................................................................................66 Canceling Payments....................................................................................................67 Setting Up eBills...........................................................................................................68 Adding an Account......................................................................................................69 Editing an Account.......................................................................................................70 Deleting an Account....................................................................................................71 Editing Personal Information.....................................................................................72 Editing Alerts................................................................................................................73 Categories....................................................................................................................74