State Savings Bank Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	9
Logging Off	9
Resetting a Forgotten Password	10
Home Page	12
Home Page Overview	12
Account Summary Overview	14
Account Details Overview	15
Quick Transfer	17
Account Nickname	18
Account Grouping	19
Editing a Group Name	20
Deleting a Group	20
Security	21
Protecting Your Information	21
General Guidelines	21
Login ID and Password	21
Fraud Prevention	21
Security Preferences	22
Change Password	22
Change Login ID	23
Secure Delivery	24
Mobile Security Preferences	25
Enabling Touch ID or Fingerprint Login	25
Enabling Passcode Authentication	27
Enabling Face ID	28
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	29
Apple® Watch	30
Apple® Watch Setup	30
Viewing Balances and Transactions	30
Alerts Overview	31
Account Alerts	32
History Alerts	33
Online Transaction Alerts	34
Reminders	35
Security Alerts Overview	36
Editing Delivery Preferences	36
Enabling and Disabling Push Notifications	37
Secure Message Overview	38
Sending a Secure Message	39
Transaction Types	40
Moving Money Overview	40
Transactions	42
Funds Transfer	42
Customer to Customer Transfer	44
Linking Someone’s SSB Account	44
Single Transfers Between SSB Accounts	45
PayPeople Initial Setup	46
PayPeople	48
PayPeople History Overview	50
Repeating a PayPeople Transaction	51
Receiving Funds with PayPeople	52
Manage Cards Overview	53
Adding a Personal External Account	54
Verifying a Personal External Account	55
Activity Center Overview	56
Using Filters	57
Creating or Deleting Custom Views Using Favorites	57
Editing Transactions	58
Canceling Transactions	59
Quick Bill Pay	60
Bill Pay Overview	60
Creating a Payee	60
Editing a Payee	62
Deleting a Payee	63
Changing “Pay From” Accounts	64
Making a Single Payment	65
Paying Multiple Bills	66
Payment Activity	67
Cancel a Pending Payment	68
Full Bill Pay	69
Payments Overview	69
Creating a Payee Overview	70
Creating a Payee	71
Editing a Payee	73
Deactivating or Deleting a Payee	74
Scheduling a Single Payment	75
Scheduling Multiple Payments	76
Setting Up Auto-Pay	77
Editing a Payment	78
Deleting a Payment	79
Setting Up eBills	80
Canceling eBills	81
Setting Up Reminders	82
Editing a Reminder	83
Alerts	84
Creating a Report	85
Editing a Report	86
Deleting a Report	87
Editing a Funding Account	88
Creating a Category	89
Changing a Category Name	90
Deleting a Category	91
Contacting Client Services	92
Financial Tools	93
Initial Setup	93
Linking an Account	93
Unlinking an Account	94
Categorizing Transactions	95
Splitting a Transaction	96
Online Banking Home Page	97
Net Worth Overview	98
Budgets Overview	99
Auto-generated Budgets	100
Budgets From Scratch	100
Editing or Deleting a Budget	101
Managing Budgets	102
Spending Overview	103
Spending: Recategorizing a Transaction	104
Trends Overview	106
Debts Overview	107
Services	108
Stop Payment Request	108
Single Check	108
Multiple Checks	109
Check Reorder	110
Mobile Deposit Enrollment	112
Mobile Deposits	113
Quick Balance	114
To Enable Quick Balance	114
To Use Quick Balance	115
Settings	116
Account Preferences	116
Text Enrollment	117
Statement Delivery	119
Accessibility	120

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