Texas Bank Online Personal User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................7 Logging In.......................................................................................................................8 Logging Off ............................................................................................................................. 8 Resetting a Forgotten Password .................................................................................9 Home Page 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 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