myTrustmark User Guide

First page Table of contents Next page Last page
Getting Started8
New User Enrollment8
Logging In10
Logging Off10
Resetting A Forgotten Password11
Home Page13
Home Page Overview13
Asset Summary Overview15
Mobile Quicklinks16
Account Details Overview17
Quick Transfer19
Account Nickname20
Details & Settings21
Account Grouping22
Editing a Group Name23
Deleting a Group23
Security24
Protecting Your Information24
General Guidelines24
Login ID and Password24
Fraud Prevention24
Security Preferences25
Change Password25
Change Login ID26
Secure Delivery27
Mobile Security Preferences28
Enabling Touch ID or Fingerprint Login28
Enabling Face ID30
Disabling Touch ID or Fingerprint Login31
Enabling Face ID31
Alerts Overview32
Account Alerts33
History Alerts34
Online Transaction Alerts35
Security Alerts Overview36
Editing Delivery Preferences36
Enabling and Disabling Push Notifications37
Secure Message Overview38
Sending a Secure Message39
Transaction Types40
Money Movement Overview40
Move Money42
Transfers42
Adding An External Account44
Verifying An External Account46
Verify Instantly46
Verify With Bank Deposits47
Transferring Money To An External Account49
Person to Person51
Sending Money Desktop52
Sending Money Mobile53
Changing Default Receiving Account54
Past Transfers55
Loan and Credit Card Payments56
Online Activity Overview58
Using Filters59
Creating or Deleting Custom Views Using Favorites60
Editing Transactions61
Canceling Transactions62
Bill Pay63
Enrollment63
Overview65
Creating a Biller66
Known Company66
Unknown Company67
Person68
Editing a Biller69
Deleting a Biller70
Enabling eBills71
Paying eBills72
Canceling eBills Service for a Biller73
Scheduling Payments74
Single Payments74
Multiple Payments75
Automatic Payments77
Automatic Payments for eBills79
Edit an Automatic Payments80
Delete an Automatic Payments82
Activity84
Editing Pending Payments85
Canceling Pending Payments87
Creating a Reminder89
Editing Reminders91
Deleting Reminders93
Financial Tools95
Initial Setup95
Linking an Account95
Unlinking an Account96
Categorizing Transactions97
Splitting a Transaction98
Online Banking Home Page99
Spending Overview100
Spending: Recategorizing a Transaction101
Budgets Overview103
Auto-generated Budgets104
Budgets From Scratch104
Editing or Deleting a Budget105
Managing Budgets106
Trends Overview107
Cash Flow Overview108
Adding a Suggested Cash Event109
Creating Your Own Cash Event110
Editing, Deleting or Skipping a Cash Event112
Net Worth Overview113
Debts Overview114
Settings115
Services116
Stop Payment Request116
Single Check116
Multiple Checks117
Text Enrollment118
Reordering Checks120
Open Account121
Credit Cards122
Mastercard Rewards123
Live Chat124
Statements125
Statement Delivery125
Delivery Preferences126
View Statements127
Deposits128
Mobile Deposit Enrollment128
Mobile Deposits129
ClickSWITCH130
Direct Deposits130
Manual Switch130
Existing Switches132
Settings133
Contact Info133
Account Preferences134
Address Change Request135
Accessibility136
Apple Watch137
Apple Watch137
Apple Watch Setup137
Viewing Transactions137
Locations138
Branches and ATMs138

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