Texas Regional Bank Consumer Online Banking User Guide

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	13
Home Page Overview	13
Account Details Overview	14
Quick Transfer	16
Account Nickname	17
Details & Settings	18
Manage Accounts	19
Overview	19
Manual Accounts	20
Adding a Manual Account	20
Editing a Manual Account	21
Deleting a Manual Account	22
Financial Tools Initial Setup	23
Enrolling in Financial Tools	23
Linking an Account	24
Unlinking an Account	25
Categorizing Transactions	26
Splitting a Transaction	27
Security	28
Protecting Your Information	28
General Guidelines	28
Login ID and Password	28
Fraud Prevention	28
Security Preferences	29
Change Login ID	29
Change Password	30
Multi-Factor Authentication	31
Mobile Security Preferences	32
Enabling Touch ID or Fingerprint Login	32
Enabling Passcode Authentication	34
Enabling Face ID	35
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	36
Apple Watch®	37
Apple Watch® Setup	37
Viewing Balances and Transactions	37
Alerts Overview	38
Account Alerts	39
History Alerts	40
Online Transaction Alerts	41
Reminders	42
Real-Time Alerts	43
Setting Up Real-Time Alerts	43
Enable/Disable Real-Time Alerts	44
Edit Real-Time Alerts	45
Real-Time Alerts Notification Settings	46
Enabling and Disabling Push Notifications	47
Secure Message Overview	48
Sending a Secure Message	49
Transfers & Payments	50
Loan Payments	50
Transfer Money	52
Send Money with Zelle® Setup	54
Initial Setup	54
Adding a Recipient	55
Send Money with Zelle®	56
Request Money with Zelle®	58
Split Payment with Zelle®	59
Zelle® Settings	60
Add a Personal External Transfer Account	61
Micro-Deposits	61
Verify an External Transfer Account with Micro-Deposits	62
Manage External Transfer Accounts	64
Nickname External Transfer Accounts	64
Remove External Transfer Accounts	65
Manage Recurring Transfers Overview	66
Using Filters	67
Creating or Deleting Custom Views Using Favorites	68
Editing Transactions	69
Canceling Transactions	70
Services	71
Stop Payment Request	71
Single Check	71
Multiple Checks	72
Check Reorder	73
Documents	74
Credit Score and Report	75
Mobile Deposits	76
Branches and ATMs	77
Account Swap (Coming Soon)	78
Direct Deposits	78
Manual Switch	78
Switch Assist	80
Recurring Payments	83
Manual Switch	83
Switch Assist	84
Existing Switches	86
Settings	87
Change of Address	87
Accessibility	88
Quick Balance	89
To Enable Quick Balance	89
To Use Quick Balance	90
Financial Tools	91
Online Banking Home Page	91
Spending Overview	92
Spending: Recategorizing a Transaction	93
Budgets Overview	95
Auto-generated Budgets	96
Budgets From Scratch	96
Editing or Deleting a Budget	97
Managing Budgets	98
Trends Overview	99
Cash Flow Overview	100
Adding a Suggested Cash Event	101
Creating Your Own Cash Event	102
Editing, Deleting or Skipping a Cash Event	104
Net Worth Overview	105
Debts Overview	106
Bill Pay	107
Enrollment	107
Overview	109
Creating a Biller	110
Known Company	110
Unknown Company	111
Person	112
Editing a Biller	113
Deleting a Biller	114
Enabling eBills	115
Paying eBills	116
Canceling eBills Service for a Biller	117
Scheduling Payments	118
Single Payments	118
Multiple Payments	119
Automatic Payments	121
Automatic Payments for eBills	123
Edit an Automatic Payments	124
Delete an Automatic Payments	126
Rush Delivery	128
Activity	130
Editing Pending Payments	131
Canceling Pending Payments	133
Creating a Reminder	135
Editing Reminders	137
Deleting Reminders	139

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