myTrustmark User Guide
4-15-24
User Guide
II
Published by Murphy & Company, Inc. 13610 Barrett Office Dr
St. Louis, MO 63021 www.mcompany.com
© 2009-2024 Murphy & Company, Inc. Microsoft, Microsoft Money, Windows and Microsoft Edge are registered trademarks of Microsoft Corporation. Firefox is a registered trademark of the Mozilla Foundation. Quicken is a registered trademark of Intuit, Inc. Macintosh is a registered trademark of Apple Computer, Inc. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012 Portions of this guide were written by Q2eBanking. Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.
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Getting Started
Welcome to myTrustmark! Whether at home, at the office, from a mobile phone, tablet or laptop, Trustmark strives to give you easy and convenient banking options. Navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you make the most of our online and mobile banking features. If you have additional questions, contact us at 1-866-794-5102. This guide is current as of the revision date listed. While we make every attempt to be accurate we are making updates to our service that may not be reflected in this document. Some features may not be available on all browsers or mobile devices.
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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 Page Home Page Overview .................................................................................................13 Asset Summary Overview................................................................................................... 15 Mobile Quicklinks........................................................................................................16 Account Details Overview ..........................................................................................17 Quick Transfer.............................................................................................................19 Account Nickname......................................................................................................20 Details & Settings........................................................................................................21 Account Grouping.......................................................................................................22 Editing a Group Name......................................................................................................... 23 Deleting a Group.................................................................................................................. 23 Security Protecting Your Information......................................................................................24 General Guidelines .............................................................................................................. 24 Login ID and Password........................................................................................................ 24 Fraud Prevention ................................................................................................................. 24 Security Preferences...................................................................................................25 Change Password ................................................................................................................ 25 Change Login ID ................................................................................................................... 26 Secure Delivery .................................................................................................................... 27 Mobile Security Preferences......................................................................................28 Enabling Touch ID or Fingerprint Login ............................................................................ 28 Enabling Face ID................................................................................................................... 30 Disabling Touch ID or Fingerprint Login ........................................................................... 31 Enabling Face ID................................................................................................................... 31 Alerts Overview ...........................................................................................................32 Account Alerts ...................................................................................................................... 33 History Alerts........................................................................................................................ 34 Online Transaction Alerts ................................................................................................... 35 Security Alerts Overview ............................................................................................36 Editing Delivery Preferences............................................................................................... 36 Enabling and Disabling Push Notifications..............................................................37 Secure Message Overview .........................................................................................38 Sending a Secure Message ........................................................................................39
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Transaction Types Money Movement Overview .....................................................................................40 Move Money Transfers ......................................................................................................................42 Adding An External Account ......................................................................................44 Verifying An External Account ...................................................................................46 Verify Instantly...................................................................................................................... 46 Verify With Bank Deposits .................................................................................................. 47 Transferring Money To An External Account...........................................................49 Person to Person ........................................................................................................51 Sending Money Desktop ..................................................................................................... 52 Sending Money Mobile........................................................................................................ 53 Changing Default Receiving Account................................................................................. 54 Past Transfers....................................................................................................................... 55 Loan and Credit Card Payments ...............................................................................56 Online Activity Overview ............................................................................................58 Using Filters .......................................................................................................................... 59 Creating or Deleting Custom Views Using Favorites ....................................................... 60 Editing Transactions ............................................................................................................ 61 Canceling Transactions ....................................................................................................... 62 Bill Pay Overview ......................................................................................................................63 Creating a Payee .........................................................................................................64 Known Company.................................................................................................................. 64 Unknown Company............................................................................................................. 66 Editing a Payee ............................................................................................................68 Deleting a Payee .........................................................................................................69 eBills .............................................................................................................................70 Scheduling Payments .................................................................................................71 Automatic Payments ..................................................................................................72 Editing Pending Payments .........................................................................................74 Canceling Pending Payments ....................................................................................75 Viewing Transaction Details.......................................................................................76 Single Transaction................................................................................................................ 76 Multiple Transactions.......................................................................................................... 77 Creating a Reminder...................................................................................................79 Managing Reminders .................................................................................................81 Editing Reminders.......................................................................................................82 Deleting Reminders ....................................................................................................83
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Financial Tools Initial Setup..................................................................................................................84 Linking an Account............................................................................................................... 84 Unlinking an Account .......................................................................................................... 85 Categorizing Transactions .................................................................................................. 86 Splitting a Transaction......................................................................................................... 87 Online Banking Home Page.......................................................................................88 Spending Overview.............................................................................................................. 89 Spending: Recategorizing a Transaction........................................................................... 90 Budgets Overview................................................................................................................ 92 Auto-generated Budgets..................................................................................................... 93 Budgets From Scratch ......................................................................................................... 93 Editing or Deleting a Budget............................................................................................... 94 Managing Budgets............................................................................................................... 95 Trends Overview .................................................................................................................. 96 Cash Flow Overview............................................................................................................. 97 Adding a Suggested Cash Event......................................................................................... 98 Creating Your Own Cash Event .......................................................................................... 99 Editing, Deleting or Skipping a Cash Event .................................................................... 101 Net Worth Overview ......................................................................................................... 102 Debts Overview................................................................................................................. 103 Settings...................................................................................................................... 104 Services Stop Payment Request............................................................................................ 105 Single Check ...................................................................................................................... 105 Multiple Checks ................................................................................................................ 106 Text Enrollment........................................................................................................ 107 Reordering Checks................................................................................................... 109 Open Account........................................................................................................... 110 Credit Cards.............................................................................................................. 111 Mastercard Rewards................................................................................................ 112 Live Chat.................................................................................................................... 113 Statements Statement Delivery .................................................................................................. 114 Delivery Preferences ........................................................................................................ 115 View Statements ...................................................................................................... 116 Deposits Mobile Deposit Enrollment..................................................................................... 117 Mobile Deposits ....................................................................................................... 118
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ClickSWITCH Direct Deposits......................................................................................................... 119 Manual Switch ................................................................................................................... 119 Existing Switches...................................................................................................... 121 Settings Contact Info .............................................................................................................. 122 Account Preferences ............................................................................................... 123 Address Change Request........................................................................................ 124 Accessibility............................................................................................................... 125 Apple Watch Apple Watch.............................................................................................................. 126 Apple Watch Setup ........................................................................................................... 126 Viewing Transactions........................................................................................................ 126 Locations Branches and ATMs................................................................................................. 127
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Getting Started New User Enrollment
If you’re new to myTrustmark, you need to complete the enrollment process the first time that you log in. Once you complete these few quick steps, you’ll be able to bank conveniently with Trustmark from your desktop, mobile device, or wearable wherever you go. Type trustmark.com into your browser, click the Login button and click the “Sign Up Now” link. 1. Fill out the Online Banking Enrollment Form with the required information and click the Continue button. Note : The details that you provide are verified by comparing them to your contact information we have on file. If the information does not match, call us at 1-866-794-5102 to update your profile. 2. A confirmation message appears. You are given a temporary password to use during your first-time login. Memorize the password and click the “Click Here” link to be redirected to the Trustmark Home page. 3. Enter your new login ID and click the Log In button. 4. Choose the contact method that allows Trustmark to reach you immediately with a Secure Access Code (SAC). This numeric code is only valid for a short time, and if it expires, you will need to request a new one. If you close your browser before receiving the SAC, you can log in again and select the
I already have a Secure Access Code button. 5. Enter the SAC and click the Submit button.
6. Choose whether to register your device for future logins. If you click the Register Device button, you will not need to request SACs from that device for the next year.
Note : We strongly suggest that you do not register a shared device.
Getting Started: New User Enrollment
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7. Review the Online Banking Services Agreement on the Disclaimers page and click the I Accept button to agree to the terms and conditions. 8. A profile page appears. Review the information, fill in all required fields and click the Submit button. 9. Change your password by using your old temporary password. 10. Congratulations! You have successfully logged in to myTrustmark! If you have any questions or concerns, call us at 1-866-794-5102
Getting Started: New User Enrollment
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Getting Started Logging In
After your first-time enrollment, logging in is easy and only requires your login ID and password. Your login ID can be saved and masked as well so only your password is needed. If you are logging in using a device that you have not previously registered, you need to request a new Secure Access Code (SAC).
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Go to trustmark.com. 1. Click the Login button. 2. Enter your username and password. 3. Click the Log In button.
Note : If you enter an incorrect password too many times, your account will be temporarily locked. Call us at 1-866-794-5102 for assistance.
Logging Off For your security, you should always log off when you finish your online banking
session. We may also log you off due to inactivity. 1. Click the Log Off tab in the navigation menu. 2. Close your internet browser.
Getting Started: Logging In
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Getting Started Resetting A Forgotten Password
If you happen to forget your password, you can easily reestablish a new one from mytrustmark.com.
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1. Enter your login ID and click the “Forgot Password” link. 2. Choose the contact method that allows Trustmark to reach you immediately with a 6-digit Secure Access Code (SAC).
Note : You may not be able to change your password if your account is locked or if you are resetting your password from an unregistered device.
Getting Started: Resetting A Forgotten Password
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3. Enter the SAC and click the Submit button. 4. Create a new password based on our password requirements and click the Submit button when you are finished.
Getting Started: Logging In
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Home Page Home Page Overview
After logging in, you are taken directly to the Home page. This page is divided into three convenient sections to help you navigate to every feature within Online Banking. Here you can view the balances in both your linked and Trustmark accounts, see your account summaries and more!
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Note : The letters correspond to several available features on the Home page.
Home Page: Home Page Overview
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A. The navigation bar appears on the left side of the screen. You can navigate to features by selecting the appropriate drop-down tab. B. Your Trustmark accounts are displayed in an account card with its balance. C. If you click an account name, you are taken to the Account Details page. You can also click the icon on the right side of an account card, and select View Activity for more details. D. The icon allows you to print a summary of current available funds in your accounts. E. You can expand or collapse account details by clicking the icon. F. If you click and hold an account card, you can drag and drop it to a new location to change the order your accounts appear. G. Click the icon to open the chat widget. Go to page 113 for more information.
Home Page: Home Page Overview
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Asset Summary Overview If you ever need to quickly assess how much money is in all of your accounts, you can scroll down to the Asset Summary graphic on the Home page. This interactive chart represents your total assets, represented by specific colors and percentages.
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A. The Total Assets widget gives you the total amount of money in your accounts and breaks down those funds into percentages. B. Each colored piece represents one of your Trustmark or linked accounts and displays its percentage of total funds and its balance. C. Clicking "Next" or "Previous" lets you view different accounts and details. D. You can click the "View Transactions" link for more information.
Home Page: Home Page Overview
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Home Page Mobile Quicklinks
When accessing Mobile Banking from your iPhone or Android device, you will have quick access to frequently used services.
A D A. Transfer funds between your Trustmark accounts using the Transfer Quicklink . B. Use the Check Deposit Quicklink to enroll in Mobile Deposit and quickly deposit checks. C. Make a payment to merchants or payees using the Bill Pay Quicklink . D. Use the Person to Person to send money to friends and family through text message or email B C
Home Page: Mobile Quicklinks
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Home Page Account Details Overview
Selecting a Trustmark account on the Home page takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances, so you stay organized and on top of your finances.
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Home Page: Account Details Overview
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are sorted. A. On the Home page, you can click on an account name to view the Account Details screen. B. The current and available balances of that account are displayed in the top right corner. C. The icon opens the search bar to find transactions with that account. D. Transactions can be sorted by time, type, amount or check number. Click the icon for more options. E. Make a quick transfer by clicking the icon. (See page 19 for additional details.) F. Export your transactions into a different format by clicking the icon. G. The icon lets you send a secure message about that account or print a list of transactions. H. The icon indicates how the Date, Description and Amount columns I. You can view more details about a transaction by clicking on it. J. The icon lets you toggle details, print (desktop only), change the category or split the transaction.
Home Page: Account Details Overview
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Home Page Quick Transfer
If you’re ever in a rush, the Quick Transfer option provides you with a simple way to move money from one account to another. Quick Transfer allows you to quickly move money between Trustmark accounts. If you need to move money between Trustmark accounts and accounts held at other financial institutions, please use External Transfer under the Pay and Transfer menu.
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1. Click the
icon on the right side of an account card and select Quick
Transfer. 2. Use the drop-downs to select the “From” and “To” accounts to send and receive the funds. 3. Enter an amount to transfer. 4. (Optional) Click the Advanced Options button to be redirected to the Transfers feature. 5. Click the Transfer Funds button when you are finished.
Note : We offer real-time internal transfers up to 9 p.m. CT.
Home Page: Quick Transfer
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Home Page Account Nickname
Change an account’s nickname directly from the Home page.
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1. Click the
icon on the right side of an account card and select Nickname
Account. 2. Enter a new account nickname. 3. Click the Save button when you are finished.
Home Page: Account Nickname
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Home Page Details & Settings
View additional details about an account and change the account’s visibility.
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1. Click the 2. Click the
icon right side of an account card and select “Settings.”
icon to edit the display name. 3. Use the toggle to decide whether or not your account is visible on the Home page.
Home Page: Details & Settings
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Home Page Account Grouping
You can organize your internal and linked accounts into groups, so the Home page appears in a way that makes sense to you. These groups can always be changed or deleted to meet your needs.
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1. Create a new group by clicking the 2. Use the drop-down to select an account. 3. Enter the group name. 4. Click the Save button.
icon and selecting “Create new group.”
Home Page: Account Grouping
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Editing a Group Name The names of existing groups can be edited in just two easy steps.
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1. Click icon and select “Edit group name.” 2. Enter a new name and click the check mark when you are finished. Deleting a Group After a group is made, you can reorganize the Home page by deleting a group without removing those accounts from the Home page.
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1. Remove an account from a group by clicking and holding an account tile and dragging it to another group and dropping it. 2. Click the Yes, delete button to delete the group after removing the last account in the group..
Home Page: Account Grouping
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Security Protecting Your Information
Here at Trustmark, we do all that we can to protect your personal information and provide you with a dependable online and mobile experience. However, we rely on you to take further precautions to assure the safety of your accounts. By following our tips, myTrustmark can securely meet all of your banking needs. General Guidelines • Make sure your operating system and antivirus software are up-to-date. • Always use secure wireless (WiFi) networks that require a login ID and password. • Never leave your computer unattended while using myTrustmark. • Monitor your recent account history for unauthorized transactions. • Always log off when you’re finished and close the browser. Login ID and Password • Create strong login IDs and passwords by using a mixture of upper and lowercase letters, numbers and special characters. • Do not create passwords containing your initials or birthday. • Change your passwords periodically. • Memorize your passwords instead of writing them down. Fraud Prevention • Do not open email attachments or click on links from unsolicited sources. • Never give out personal information on the phone or through email. • Shred unwanted sensitive documents including receipts, checks, deposit slips, pre-approved credit card offers and expired cards.
Security: Protecting Your Information
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Security Security Preferences
We take security very seriously at Trustmark. So we have added various tools to help you better protect your account information. You can add and manage security features in Security Preferences to strengthen your Online Banking experience. Change Password You can change your Online Banking password at anytime. We recommend changing your password regularly and following our guidelines to create a strong password.
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In the Settings tab, click Update Password . 1. Enter your current password. 2. Create a new password. 3. Reenter your new password. 4. Click the Change Password button when you are finished making changes.
Security: Security Preferences
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Change Login ID You can change your login ID at any time. Create a unique login ID you will remember and follow our required guidelines.
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In the Settings tab, click Update Login ID . 1. Enter your new login ID. 2. Click the Save new Login ID button when you are finished making changes.
Security: Security Preferences
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Secure Delivery Within Security Preferences, you can make changes to your delivery preferences or add new ways we can contact you.
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In the Settings tab, click 2-Factor Authentication . 1. Make changes to a secure delivery method by clicking the
icon to make
changes, or the icon to delete a secure delivery method. 2. Add a new delivery contact by clicking either the + Add Contact button. 3. Enter your new contact information and click the Save button when you are finished to save your changes.
Security: Security Preferences
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Security Mobile Security Preferences
Within the myTrustmark Mobile Banking app, you have the ability to set up security preferences that are not available on a desktop computer. These additional preferences make signing into the app quick and easy and adds an
extra layer of security to protect your information. Enabling Touch ID or Fingerprint Login
Touch ID and Fingerprint Login are features that have fingerprint recognition technology that allows you to unlock your iOS or Android device, to make payments or authenticate transactions using just your fingerprint. With this feature enabled, you can now easily and securely login to your Online Banking using Touch ID or Fingerprint Login.
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Sign into the myTrustmark Mobile Banking app and tap the Menu button. In the Settings tab, tap Security Preferences . 1. Toggle the Touch ID or Fingerprint Login switch from “Off” to “On.” 2. Review the information about using fingerprint authentication and tap the Continue button. 3. Enter your login ID and password and tap the Authorize button.
Note : You must have Touch ID or Fingerprint enabled on your mobile device before enabling it through the myTrustmark mobile app.
Security: Mobile Security Preferences
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4. Scan your fingerprint a. iOS Device : Place your finger on the Home button to enable Touch ID. b. Android Device : Place your finger on the fingerprint scanner to enable Fingerprint Login. Location of scanner varies from device to device.
Security: Mobile Security Preferences
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Enabling Face ID Face ID is a feature which utilizes facial recognition technology, allowing you to unlock your Apple® device with your face instead of a login ID and password.
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Open Trustmark’s Mobile Banking app and tap the Face ID button. 1. Review the information about using Face ID and tap the Enroll Now button. 2. Enter your login ID and password, and tap the Authorize button. 3. Face ID is now set up. You can now tap the Face ID button to log in.
Note : You must have Face ID enabled on your mobile device before enabling it through our Mobile Banking app.
Security: Mobile Security Preferences
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Disabling Touch ID or Fingerprint Login You can disable Touch ID or Fingerprint Login if you no longer prefer to utilize this feature. When biometric login is disabled, you can sign in to your Online Banking using your login ID and password.
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2 Sign in to the myTrustmark mobile app and tap the Menu button. In the Settings tab, tap Security Preferences . 1. Toggle the Touch ID or Fingerprint Login switch from “On” to “Off.” 2. Tap the Yes button to disable the feature. Enabling Face ID Face ID is a feature which utilizes facial recognition to allow you to unlock your iOS device using your face instead of a login ID and password. When Touch ID is enabled for myTrustmark, and your phone is setup to use Face ID, Face ID authentication will be the default when you log into myTrustmark.
Note : You must have Face ID enabled on your mobile device before enabling it through our Online Banking Mobile app.
Security: Mobile Security Preferences
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Security Alerts Overview
Having peace of mind is critical when it comes to your banking experience. When you create an alert in myTrustmark, you specify the conditions that trigger that alert, so you can stay on top of what’s important. Note: Security Alerts are real-time.
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In the Settings tab, click Alert Settings . A. The "New Alert" drop-down lets you create an account, history, online transaction or reminder alert. B. The icon allows you to collapse or expand alert details for each category. C. Toggling the switch turns an alert on or off without deleting it. D. The "Edit" link lets you make changes to existing alerts.
Note : All alerts are automatically sent through secure messages, but you can also choose to receive them by email, phone or text message.
Security: Alerts Overview
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Account Alerts There should be no surprises when it comes to your finances. Account Alerts can notify you when the balances in your accounts go above or below a balance you specify. Note: Account Alerts are not real-time.
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In the Settings tab, click Alert Settings . 1. Use the “New Alert” drop-down and select “Account Alert.” 2. Use the drop-down to select an account. 3. Use the drop-down to select an account balance type. 4. Select a comparison. 5. Enter an amount. 6. Select a delivery method and enter the corresponding information. 7. Click the Create Alert button when you are finished.
Security: Alerts Overview
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History Alerts If you’re ever concerned about amount limits or pending checks, you can create History Alerts to contact you when a check number posts or transactions meet an amount you choose.
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In the Settings tab, click Alert Settings . 1. Click the “New Alert” drop-down and select “History Alert.” 2. Select a transaction type. 3. Select a comparison. These options vary depending on the chosen transaction type. 4. Enter an amount. 5. Use the drop-down to select an account. 6. Select a delivery method and enter the corresponding information. 7. Click the Create Alert button when you are finished.
Security: Alerts Overview
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Online Transaction Alerts Different types of transactions can occur in your accounts. By creating Online Transaction Alerts, you can be notified when various transfers, payments or debits post to your account. Note: Online Transaction Alerts are not real-time.
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In the Settings tab, click Alert Settings . 1. Click the “New Alert” drop-down and select “Online Transaction Alert.” 2. Use the drop-down to select a transaction type. 3. Use the drop-down to select an account. 4. Use the drop-down to select a status. 5. Select a delivery method and enter the corresponding information. 6. Click the Create Alert button when you are finished.
Security: Alerts Overview
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Security Security Alerts Overview
We want you to feel confident while using Online Banking. To help you feel safe and in control, Security Alerts are implemented in your accounts to notify you immediately when security scenarios occur.
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In the Settings tab, click Alert Settings , then Security Alerts . A. Toggling the switch turns an alert on or off without deleting it. Editing Delivery Preferences
When a trigger occurs, Security Alerts are always sent to you through secure messages. You can add additional delivery methods to notify you about your accounts wherever you are. In the Settings tab, click Alert Settings , then Security Alerts . 1. Click the “Edit Delivery Preferences” link at the top. These changes will apply to all Security Alerts.
2. Enter the information for your preferred delivery method. 3. Click the Save button when you are finished making changes. Security: Security Alerts Overview
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Security Enabling and Disabling Push Notifications Have alerts sent directly to your mobile device as push notifications. Push notifications are completely free to receive and will show up as a banner at the top of your lock screen or in your “notification tray.”
Note : Push Notifications are available for security, account and transaction alerts.
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A. When you first sign into Trustmark’s online banking app you have the option to enable push notifications for alerts by tapping the Allow button. B. To enable or disable push notifications at a later time, in the Security Alerts tab, tap Push Notifications . 1. Use the Enable Notifications switch to enable or disable push notifications. 2. Tap the respective Alert Settings tab to edit alerts and their delivery preferences. (See Alerts Overview section starting on page 32 for more information.) Security: Enabling and Disabling Push Notifications
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Security Secure Message Overview
If you have questions about your accounts or need to speak with someone at Trustmark, Secure Messages allow you to communicate directly with a Trustmark customer service representative. From the Secure Messages page, you can find replies, old messages or create new conversations.
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Click the Messages tab . A. Click on a message to open it. Messages are displayed on the left side of the screen. B. Messages automatically delete after a certain time. Check the box next to “This message should never expire” to prevent that message from being erased. C. Delete an opened message by clicking the icon or reply by clicking the icon. D. You can delete multiple messages at once. 1. Click the “Delete multiple” link. 2. Check the box next to the corresponding messages or check the box next to “Select All.” 3. Click the “Delete” link and then the Delete button to permanently delete the selected messages. Security: Secure Message Overview
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Security Sending a Secure Message
Starting a new conversation through Online Banking is just as effortless as sending an email. Unlike an email, you can safely include confidential personal information relating to your accounts or attach files within a new message.
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Click the Messages tab . 1. Create a new message by clicking the
icon in the top right corner.
2. Select the recipient from the drop-down. 3. Enter the subject. 4. Enter your message. 5. Click the Send message button when you are finished.
Security: Sending a Secure Message
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Transaction Types Money Movement Overview
The Money Movement tab includes various features that help you move money in different ways. • Transfers : Move money between your internal Trustmark accounts.
• External Transfer after adding and verifying external accounts : Move money after linking your external accounts.
• Loan Payment : Move money to a loan or credit card at Trustmark.
Transaction Types: Money Movement Overview
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• Bill Payment : Make a payment to merchants or payees.
• Person to Person Conveniently send money to friends and family through text message or email – there’s no need to exchange account numbers.
Transaction Types: Money Movement Overview
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Move Money Transfers
Transfer funds between your personal Trustmark accounts in real time until 9 p.m. CT. Recurring transfers are also available.
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In the Money Movement tab, click Transfer . 1. Select the accounts to transfer funds between using the “From” and “To” drop-downs. 2. Enter the amount to transfer. 3. (One-Time Transfer Only) Enter the date to process the transaction.
Move Money: Transfers
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4. If you would like to set up a recurring transfer, follow the steps below. a. Use the drop-down to select a frequency. b. Enter a start date for this transaction using the calendar features. c. Decide if the transfer will repeat forever or have an end date. 5. (Optional) Enter a memo. 6. Click the Transfer Funds button when you are finished.
Note : You can view or cancel unprocessed transactions by accessing the Recurring Transactions tab within the Online Activity.
Move Money: Transfers
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Move Money Adding An External Account
External Transfer is a free service to our consumer users that allows customers to transfer funds between their Trustmark accounts and other financial institutions. Before using External Transfer you must accept the terms and conditions before adding your first external account.
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In the Money Movement tab, click External Transfer . 1. Click the “Add a New Account” link.
Move Money: Adding An External Account
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2. Select the type of account using “Account Type” drop-down. 3. Enter an account nickname. 4. Enter the financial institution’s routing number. These numbers are located at the bottom of a paper check or deposit slip from your check book. 5. Enter the account number twice. 6. Click the Next button.
Move Money: Adding An External Account
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Move Money Verifying An External Account
There are several methods for verifying external accounts. Once your account has been verified, you can begin transferring money to or from the external account. Verify Instantly
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7. Verify by logging into your account.
a. Click the Verify Instantly button. b. Enter your Personal ID and Password. c. Click the Verify button when you are finished.
Move Money: Verifying An External Account
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Verify With Bank Deposits
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8. Verify with bank deposits.
a. Click the Verify with bank deposits button. b. Click the Send me two deposits button. In 1-2 days two deposits will be sent to your external account. Once the deposits have been made check your email for instructions on how to return here and verify the deposit amounts.
Move Money: Verifying An External Account
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c. Enter the amounts of the two deposits and click the Verify button. d. Click the Done button when you are finished.
Move Money: Verifying An External Account
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Move Money Transferring Money To An External Account
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In the Money Movement tab, click External Transfer . 1. Enter the amount to transfer. 2. Use the drop-down to select an account to transfer from. 3. Use the drop-down to select an account to transfer to. 4. Choose a send date. 5. If your transfer will be recurring: a. Click the “Make Recurring” link.
b. Use the drop-down to select a frequency. c. Use the drop-down to select a duration.
Move Money: Transferring Money To An External Account
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6. Select a delivery speed. 7. (Optional) Enter a memo. 8. Click the Continue button. 9. Review your transfer and click the Confirm button. 10. A confirmation screen will be displayed. Move Money: Transferring Money To An External Account
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Move Money Person to Person
Conveniently send money to friends and family through text message or email – there’s no need to exchange account numbers. Person to Person payments require a debit card to use the service. Note : Recipients who use Trustmark Online Banking will require no action. The recipient must have their email address and phone number updated/correct in their Online Banking profile page. The transactions will show pending within minutes for the Sender and Recipient. Non-Trustmark customers will receive a text message or email with instructions on how to deposit their funds in a personal Venmo or PayPal account. (There is a debit card option, however many cards are not set to accept deposits. We recommend using Venmo or PayPal.)
Move Money: Person to Person
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Sending Money Desktop
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5 Click the Person to Person payments icon in the navigation menu or in the Money Movement tab, click Person to Person . 1. Enter the recipient’s email address. 2. Enter the amount you would like to send. 3. Choose which account you would like to pull the funds from using the default account drop-down menu. 4. (Optional) Enter a transfer memo. 5. Click the Transfer Funds button to finish sending funds.
Move Money: Person to Person
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Sending Money Mobile
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Click the Person to Person payments icon in the navigation menu. 1. Either select a contact from your phone’s contact list, enter the recipient’s email address or enter their phone number. 2. Enter the amount you would like to send. 3. Choose which account you would like to pull the funds from using the default account drop-down menu. 4. (Optional) Enter a transfer memo. 5. Click the Transfer Funds button to finish sending funds.
Move Money: Person to Person
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Changing Default Receiving Account The default account is the account money is deposited when it is sent to your phone number or email address listed.
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In the Money Movement tab, click Person to Person . 1. Click the icon. 2. Select an account. 3. Click the icon to return to the Person to Person home screen.
Move Money: Person to Person
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Past Transfers View a list of previous transfers.
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In the Money Movement tab, click Person to Person . 1. Click the icon. 2. A list of previous transfers will be displayed.
Move Money: Person to Person
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Move Money Loan and Credit Card Payments
When you need to make a one-time or recurring payment to your loans or credit cards with Trustmark, you can use the Loan Payment feature. You have the option to make payments to the principal only or on certain loans you can choose to pay interest only as well.
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In the Money Movement tab, click on Pay Loans and Credit Cards . 1. Using the “From” and “To” drop-downs, select the account the funds will be taken from and the account you wish to post the payment. 2. Select your payment type using the “Payment Type” drop-down menu. 3. Enter the amount of the payment. 4. (One-Time Payment Only) Enter the date to process the transaction.
Move Money: Loan and Credit Card Payments
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5. If you would like to set up a recurring payment, follow the steps below. a. Check the box next to “Make Recurring” to repeat the transfer. b. Use the “How often should this transfer repeat?” drop-down menu to specify how often the transfer should occur. c. Enter a start and end date for this transaction using the calendar features. d. If your transaction doesn’t have an end date, check the box next to “Repeat Forever.” 6. (Optional) Enter a memo. 7. Click the Submit button when you are finished.
Move Money: Loan and Credit Card Payments
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Move Money Online Activity Overview
All transactions initiated through myTrustmark appear in Online Activity. All single and recurring transactions and mobile deposits show in Online Activity along with stop payments and check reorders.
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C
B
D
F
E
In the Money Movement tab, click Online Activity . A. Click an appropriate tab to view Single Transactions, Recurring Transactions or Mobile Deposits . B. Use the search bar to find transactions within that account.
C. Print the Online Activity page by clicking the
icon. Export your
transactions into a different format by clicking the
icon.
D. Click the
icon next to the Created, Status, Transaction Type, Account or
Amount columns to sort transactions.
E. Click on a transaction to view more details. F. Click the icon to perform additional functions.
Move Money: Online Activity Overview
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