Studio Bank A Guide to Personal Online Banking

First page Table of contents Next page Last page

Getting Started	8
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Password Security Check	12
Accounts	13
Dashboard Overview	13
Account Details Overview	14
Transaction Details	16
Adding a New Account	18
Adding an Account to Money Manager	19
Adding an External Account	20
Removing an External Account	22
Opening a New Account	23
Organize Dashboard	24
Reorder Accounts	24
Rename Accounts	25
Hide/Unhide Accounts	26
Hide/Unhide Dashboard Tiles	27
App Appearance	28
Quick Pay	29
Selecting Favorite Payees	29
Person to Person	30
Bill Pay	32
External Account	34
Monthly Activity	36
Money Manager	37
Initial Setup	37
Tagging Transactions	38
Splitting a Transaction	40
Money Manager Dashboard	42
Spending by Category	43
Budget	45
Adding Budgets	46
Managing Budgets	47
Add a Budget Alert	49
Cashflow Overview	50
Add a Bill or Income	51
Net Worth	52
Add an Unlinked Asset or Debt	53
Goals	54
Adding Goals	55
Save for Goals	55
Pay Off Goals	56
Add a Goal Alert	57
Managing Goals	58
Security	59
Protecting Your Information	59
General Guidelines	59
Login ID and Password	59
Fraud Prevention	59
Login Settings	60
Change Username	60
Change Password	61
Change Security Questions	62
Recent Logins	63
Mobile Security Preferences	64
Enabling Biometric Sign-In	64
Enabling PIN Login	65
Auto-Login	66
Alerts	67
Alerts Overview	67
Custom Alerts	68
Bill Pay Alerts	69
Security Alerts	70
Money Manager Alerts	71
Turning Alerts On and Off	72
Editing or Deleting Alerts	73
Previous Alerts	74
Move Money	75
Move Money Overview	75
Bill Pay Enrollment	76
Adding a Payee	78
Person to Person Payee	78
Bill Pay Payee - Company	80
Bill Pay Payee - Individual	82
Favoriting a Payee	85
Editing a Payee	86
Deleting a Payee	87
New Transaction	88
Transferring Money Between Your Accounts	88
Making a Loan Payment	90
Transferring Money to Another Person (P2P)	92
Making a Bill Pay Payment	94
Editing Transfers/Payments	96
Skip Transfers/Payments	97
Deleting Transfers/Payments	98
Deposit Checks	99
Mobile Deposit	99
Check Deposit History	100
Reports	101
Creating a New Report	101
Account Activity Report	101
Sub-User Account Access Report	102
Running an Existing Report	103
Editing a Report	104
Deleting a Report	105
Services	106
Locations	106
Secure Message Overview	107
Sending a Secure Message	108
Submit a Form	109
Documents	110
Document Enrollment	110
Viewing Documents	111
Stop Payment	112
Single Check	112
Multiple Checks	114
ACH	116
Settings	118
Contact Settings	118
Adding a New Phone	118
Editing a Phone	119
Deleting a Phone	120
Editing an Email Address	121
Sub-Users	122
Sub-Users Overview	122
Sub-User Overview	123
Adding a New Sub-User	124
Editing a Sub-User	126
Part 1: Editing Sub-User Access	127
Part 2: Editing Sub-User Limits	128
Deleting a Sub-User	129

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