Sterling Bank and Trust Retail Online Banking User Guide

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Transaction Types Moving Money Overview............................................................................................36 Transactions 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 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 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