SAMPLE - DYNAMIC (Q2) Commercial User Guide

Table of Contents

Sterling Bank and Trust

General Information Security.................................................................................................................... 3 Home........................................................................................................................ 7 Transactions Account Details.................................................................................................... 8 Activity Center...................................................................................................... 9 Funds Transfer....................................................................................................10 Immediate Transfer to Another Customer’s Account..........................11 Add an External Account................................................................................12 Verify an External Account.............................................................................13 Stop Check Payment........................................................................................14 Bill Payment Navigation ...........................................................................................................15 Payees....................................................................................................................16 Make a Payment................................................................................................17 Search Bill Pay.....................................................................................................18 Cancel Pending Transactions........................................................................19 Overview...............................................................................................................20 Recurring Payments..........................................................................................21 Edit and Cancel Payments..............................................................................22 Categories............................................................................................................23 View Bill History..................................................................................................24 Commerical Add a User............................................................................................................25 Assign User Rights.............................................................................................26 Edit or Delete a User.........................................................................................27 Adding Subsidiaries..........................................................................................28 Edit or Delete a Subsidiary.............................................................................29 Adding Recipients.............................................................................................30 Edit or Delete a Recipient...............................................................................31 Setup a Template...............................................................................................32 Tax Payment........................................................................................................36 Additional Features Mobile Deposits.................................................................................................37 Statements...........................................................................................................38 Messages...............................................................................................................39 Alerts......................................................................................................................40 Preferences Profile.....................................................................................................................41 Address Change.................................................................................................42 Account Preferences.........................................................................................43 Security Preferences.........................................................................................44 Deposit Statement Preferences....................................................................45 Locations Branches and ATMs...........................................................................................46

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