SAMPLE - DYNAMIC (Q2) Retail User Guide

Table of Contents

Sterling Bank and Trust

General Information Security.................................................................................................................... 3 Enroll into Online Banking................................................................................ 5 Logging In.............................................................................................................. 6 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 Additional Features Mobile Deposits.................................................................................................25 Statements...........................................................................................................26 Messages...............................................................................................................27 Alerts......................................................................................................................28 Preferences Profile.....................................................................................................................29 Address Change.................................................................................................30 Account Preferences.........................................................................................31 Security Preferences.........................................................................................32 Deposit Statement Preferences....................................................................33 Locations Branches and ATMs...........................................................................................34

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