Texas Regional Bank Consumer Online Banking User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.....................................................................................................................10 Logging Off ........................................................................................................................... 10 Resetting a Forgotten Password ...............................................................................11 Home Home Page Overview .................................................................................................13 Account Details Overview ..........................................................................................14 Quick Transfer.............................................................................................................16 Account Nickname......................................................................................................17 Details & Settings........................................................................................................18 Manage Accounts 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 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