Sterling Bank and Trust Your Guide to Online Banking

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Asset Summary Overview	15
Mobile Thumb Bar	16
Account Details Overview	17
Quick Transfer	19
Account Nickname	20
Details & Settings	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	24
Security	25
Protecting Your Information	25
General Guidelines	25
Login ID and Password	25
Fraud Prevention	25
Security Preferences	26
Change Password	26
Change Login ID	27
Secure Delivery	28
Mobile Security Preferences	29
Enabling Touch ID or Fingerprint Login	29
Enabling Passcode Authentication	31
Enabling Face ID	32
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	33
Apple® Watch	34
Apple® Watch Setup	34
Viewing Balances and Transactions	34
Alerts Overview	35
Account Alerts	36
History Alerts	37
Online Transaction Alerts	38
Security Alerts Overview	39
Editing Delivery Preferences	39
Enabling and Disabling Push Notifications	40
Secure Message Overview	41
Sending a Secure Message	42
Transaction Types	43
Moving Money Overview	43
Transactions	45
Funds Transfer or Loan Payment	45
Person to Person Transfer	47
Linking Someone’s Sterling Bank & Trust Account	47
Single Transfers Between Sterling Bank & Trust Accounts	48
Adding a Personal External Account	49
Verifying a Personal External Account	50
Activity Center Overview	51
Using Filters	52
Creating or Deleting Custom Views Using Favorites	53
Editing Transactions	54
Canceling Transactions	55
Statements	56
Enrollment	56
Viewing eStatements/Notices	58
Changing Enrolled Accounts	59
Email Settings	60
Adding Additional Recipients	61
Services	62
Stop Payment Request	62
Single Check	62
Multiple Checks	63
Check Reorder	64
Mobile Deposits	65
Settings	66
Account Preferences	66
Text Enrollment	67
Address Change Request	69
Themes and Languages	70
Accessibility	71
Locations	72
Branches and ATMs	72
Integrated Bill Pay	73
Bill Pay Overview	73
Creating a Payee	73
Editing a Payee	75
Deleting a Payee	76
Making a Single Payment	77
Paying Multiple Bills	78
Payment Activity	79
Cancel a Pending Payment	80
Advanced Bill Pay	81
Advanced Bill Pay Overview	81
Hiding or Unhiding Payees from Payment Screen	83
Hide a Payee	83
Unhide a Payee	83
Creating a Payee Overview	84
Creating a Payee: Company	85
For a Known Payee	86
For an Unknown Payee	87
Creating a Payee: Person	88
Part 1 of 3: Choosing Payee and Payment Method	88
Part 2 of 3: Adding Payee Information	89
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	90
Editing a Payee	91
Deleting a Payee	92
Scheduling Payments	93
Rush Delivery	94
Recurring Payments	96
Editing Payments	98
Skipping Payments	100
Deleting Payments	101
Setting Up eBills	102
Adding an Account	103
Editing an Account	104
Deleting an Account	105
Editing Alerts	106
Categories	107
Editing a Category	108
Deleting a Category	109
GiftPay Overview	110
Creating a Recipient: Gift Check	111
Creating a Recipient: Donation	113
Sending a Gift	115
Sending a Donation	117
Editing a Gift or Donation Recipient	119
Deleting a Gift or Donation Recipient	120
Editing a Pending Gift or Donation	122
Deleting a Pending Gift or Donation	124

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