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
Reminders	39
Security Alerts Overview	40
Editing Delivery Preferences	40
Enabling and Disabling Push Notifications	41
Secure Message Overview	42
Sending a Secure Message	43
Transaction Types	44
Moving Money Overview	44
Transactions	46
Funds Transfer or Loan Payment	46
Person to Person Transfer	48
Linking Someone’s Sterling Bank & Trust Account	48
Single Transfers Between Sterling Bank & Trust Accounts	49
Adding a Personal External Account	50
Verifying a Personal External Account	51
Activity Center Overview	52
Using Filters	53
Creating or Deleting Custom Views Using Favorites	54
Editing Transactions	55
Canceling Transactions	56
Statements	57
Enrollment	57
Viewing eStatements/Notices	59
Changing Enrolled Accounts	60
Email Settings	61
Adding Additional Recipients	62
Services	63
Stop Payment Request	63
Single Check	63
Multiple Checks	64
Check Reorder	65
Mobile Deposits	66
Settings	67
Account Preferences	67
Text Enrollment	68
Address Change Request	70
Themes and Languages	71
Accessibility	72
Locations	73
Branches and ATMs	73
Integrated Bill Pay	74
Bill Pay Overview	74
Creating a Payee	74
Editing a Payee	76
Deleting a Payee	77
Making a Single Payment	78
Paying Multiple Bills	79
Payment Activity	80
Cancel a Pending Payment	81
Advanced Bill Pay	82
Advanced Bill Pay Overview	82
Hiding or Unhiding Payees from Payment Screen	84
Hide a Payee	84
Unhide a Payee	84
Creating a Payee Overview	85
Creating a Payee: Company	86
For a Known Payee	87
For an Unknown Payee	88
Creating a Payee: Person	89
Part 1 of 3: Choosing Payee and Payment Method	89
Part 2 of 3: Adding Payee Information	90
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	91
Editing a Payee	92
Deleting a Payee	93
Scheduling Payments	94
Rush Delivery	95
Recurring Payments	97
Editing Payments	99
Skipping Payments	101
Deleting Payments	102
Setting Up eBills	103
Adding an Account	104
Editing an Account	105
Deleting an Account	106
Editing Alerts	107
Categories	108
Editing a Category	109
Deleting a Category	110
GiftPay Overview	111
Creating a Recipient: Gift Check	112
Creating a Recipient: Donation	114
Sending a Gift	116
Sending a Donation	118
Editing a Gift or Donation Recipient	120
Deleting a Gift or Donation Recipient	121
Editing a Pending Gift or Donation	123
Deleting a Pending Gift or Donation	125

Made with FlippingBook - professional solution for displaying marketing and sales documents online