Texas Bank Online Personal User Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Home Page	11
Home Page Overview	11
Asset Summary Overview	13
Mobile Thumb Bar	14
Account Details Overview	15
Quick Transfer	17
Account Nickname	18
Details & Settings	19
Account Grouping	20
Editing a Group Name	21
Deleting a Group	21
Manual Accounts	22
Adding a Manual Account	22
Editing a Manual Account	23
Deleting a Manual Account	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 Biometrics	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
Insufficient Funds Alert	39
Security Alerts Overview	40
Editing Delivery Preferences	40
Enabling and Disabling Push Notifications	41
Secure Message Overview	42
Sending a Secure Message	43
Transactions	44
Transfer Funds	44
Activity Center Overview	46
Using Filters	47
Creating or Deleting Custom Views Using Favorites	48
Editing Transactions	49
Canceling Transactions	50
Services	51
Add a Personal External Transfer Account	51
Manage External Transfer Accounts	52
Nickname External Transfer Accounts	52
Remove External Transfer Accounts	53
Verify External Transfer Accounts	54
Text Banking Enrollment	55
Enroll Specific Accounts	56
Stop Payment Request	57
Single Check	57
Multiple Checks	58
Check Reorder	59
E-Statements	60
Mobile Deposits	61
Settings	62
Account Preferences	62
Accessibility	63
Locations	64
Branches and ATMs	64
Pay Bills	65
Pay Bills Overview	65
Creating a Payee	65
Editing a Payee	67
Deleting a Payee	68
Changing “Pay From” Accounts	69
Making a Single Payment	70
Paying Multiple Bills	71
Payment Activity	72
Cancel a Pending Payment	73
Advanced Pay Bills	74
Pay Bills Overview	74
Hiding or Unhiding Payees from Payment Screen	76
Hide a Payee	76
Unhide a Payee	76
Creating a Payee Overview	77
Creating a Payee: Company	78
For a Known Payee	79
For an Unknown Payee	80
Creating a Payee: Person	81
Part 1 of 3: Choosing Payee and Payment Method	81
Part 2 of 3: Adding Payee Information	82
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	83
Editing a Payee	84
Deleting a Payee	85
Scheduling Payments	86
Rush Delivery	87
Recurring Payments	89
Editing Payments	91
Skipping Payments	93
Deleting Payments	94
Setting Up eBills	95
Adding an Account	96
Editing an Account	97
Deleting an Account	98
Editing Alerts	99
Categories	100
Editing a Category	101
Deleting a Category	102

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