Sterling Bank and Trust Retail Online Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
7
New User Enrollment
7
Logging In
9
Logging Off
9
Resetting A Forgotten Password
10
Home Page
12
Home Page
12
Home Page Overview
12
Account Summary Overview
14
Account Details Overview
15
Quick Transfer
17
Account Grouping
18
Editing a Group Name
19
Deleting a Group
19
Security
20
Protecting Your Information
20
General Guidelines
20
Login ID and Password
20
Fraud Prevention
20
Security Preferences
21
Change Password
21
Change Login ID
22
Secure Delivery
23
Mobile Security Preferences
24
Enabling Touch ID or Fingerprint Login
24
Enabling Passcode Authentication
26
Disabling Passcode Authentication, Touch ID or Fingerprint Login
27
Alerts Overview
28
Date Alerts
29
Account Alerts
30
History Alerts
31
Online Transaction Alerts
32
Security Alerts Overview
33
Edit Delivery Preferences
33
Secure Message Overview
34
Sending a Secure Message
35
Transaction Types
36
Moving Money Overview
36
Transactions
38
Funds Transfer
38
Person to Person Transfer
40
Linking Someone’s Sterling Bank & Trust Account
40
Single Transfers Between Sterling Bank & Trust Accounts
41
Adding A Personal External Account
42
Verifying A Personal External Account
43
Activity Center Overview
44
Using Filters
45
Creating or Deleting Custom Views Using Favorites
45
Canceling Transactions
46
Integrated Bill Pay
47
Bill Pay Overview
47
Creating a Payee
47
Editing a Payee
49
Deleting a Payee
50
Changing “Pay From” Accounts
51
Making a Single Payment
52
Paying Multiple Bills
53
Payment Activity
54
Cancel a Pending Payment
55
Advanced Bill Pay
56
Payments Overview
56
Hiding or Unhiding Payees from Payment Screen
57
Creating a Payee Overview
58
Creating a Payee: Company
59
Creating a Payee: Person
61
Part 1 of 3: Choosing Payee and Payment Method
61
Part 2 of 3: Adding Payee Information
62
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code
63
Creating a Payee: Bank or Credit Union
64
Part 1 of 2: Entering Bank or Credit Union Information
64
Part 2 of 2: One-Time Activation Code
66
Editing a Payee
67
Deleting a Payee
68
Scheduling Payments
69
Rush Delivery
70
Recurring Payments
72
Editing Payments
73
Canceling Payments
74
Setting Up eBills
75
Adding an Account
76
Editing an Account
77
Deleting an Account
78
Editing Personal Information
79
Editing Alerts
80
Categories
81
Editing a Category
83
GiftPay Overview
84
Creating a Recipient: Gift Check
85
Creating a Recipient: Donation
87
Sending a Gift
89
Sending a Donation
91
Editing a Gift or Donation Recipient
93
Deleting a Gift or Donation Recipient
94
Editing a Pending Gift or Donation
95
Deleting a Pending Gift or Donation
97
Services
99
Stop Payment Request
99
Single Check
99
Multiple Checks
102
Reordering Checks
105
Settings
108
Account Preferences
108
Text Enrollment
109
Address Change Request
111
Statement Delivery
112
Mortgage Statement Delivery
113
Themes and Languages
114
Locations
115
Branches and ATMs
115
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