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
Overview63
Creating a Payee64
Known Company64
Unknown Company66
Editing a Payee68
Deleting a Payee69
eBills70
Scheduling Payments71
Automatic Payments72
Editing Pending Payments74
Canceling Pending Payments75
Viewing Transaction Details76
Single Transaction76
Multiple Transactions77
Creating a Reminder79
Managing Reminders81
Editing Reminders82
Deleting Reminders83
Financial Tools84
Initial Setup84
Linking an Account84
Unlinking an Account85
Categorizing Transactions86
Splitting a Transaction87
Online Banking Home Page88
Spending Overview89
Spending: Recategorizing a Transaction90
Budgets Overview92
Auto-generated Budgets93
Budgets From Scratch93
Editing or Deleting a Budget94
Managing Budgets95
Trends Overview96
Cash Flow Overview97
Adding a Suggested Cash Event98
Creating Your Own Cash Event99
Editing, Deleting or Skipping a Cash Event101
Net Worth Overview102
Debts Overview103
Settings104
Services105
Stop Payment Request105
Single Check105
Multiple Checks106
Text Enrollment107
Reordering Checks109
Open Account110
Credit Cards111
Mastercard Rewards112
Live Chat113
Statements114
Statement Delivery114
Delivery Preferences115
View Statements116
Deposits117
Mobile Deposit Enrollment117
Mobile Deposits118
ClickSWITCH119
Direct Deposits119
Manual Switch119
Existing Switches121
Settings122
Contact Info122
Account Preferences123
Address Change Request124
Accessibility125
Apple Watch126
Apple Watch126
Apple Watch Setup126
Viewing Transactions126
Locations127
Branches and ATMs127

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