Texas Regional Bank Consumer Online Banking User Guide

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Services 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) Direct Deposits............................................................................................................78 Manual Switch ...................................................................................................................... 78 Switch Assist ......................................................................................................................... 80 Recurring Payments ...................................................................................................83 Manual Switch ...................................................................................................................... 83 Switch Assist ......................................................................................................................... 84 Existing Switches.........................................................................................................86 Settings Change of Address......................................................................................................87 Accessibility..................................................................................................................88 Quick Balance..............................................................................................................89 To Enable Quick Balance..................................................................................................... 89 To Use Quick Balance.......................................................................................................... 90 Financial Tools 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