Bank of Tennessee Online Banking Resource Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting A Forgotten Password	11
Home Page	13
Home Page Overview	13
Account Summary Overview	15
Account Details Overview	16
Quick Transfer	18
Account Nickname	19
Details & Settings	20
Account Grouping	21
Editing a Group Name	22
Deleting a Group	22
Security	23
Protecting Your Information	23
General Guidelines	23
Login ID and Password	23
Fraud Prevention	23
Security Preferences	24
Change Password	24
Change Login ID	25
Secure Delivery	26
Mobile Security Preferences	27
Enabling Touch ID or Fingerprint Login	27
Enabling Passcode Authentication	29
Disabling Passcode Authentication, Touch ID or Fingerprint Login	30
Enabling Face ID	31
Alerts Overview	32
Account Alerts	33
History Alerts	34
Online Transaction Alerts	35
Reminder	36
Security Alerts Overview	37
Edit Delivery Preferences	37
Enabling and Disabling Push Notifications	38
Secure Messaging	39
Secure Message Overview	39
Sending a Secure Message	40
Transaction Types	41
Moving Money Overview	41
Transactions	42
Funds Transfer	42
Loan Payments	44
Send Money with Zelle® Setup	46
Initial Setup	46
Adding a Recipient	47
Editing/Deleting a Recipient	48
Send Money with Zelle®	49
Request Money with Zelle®	50
Split Payment with Zelle®	51
Zelle® Settings	52
Activity Center Overview	53
Using Filters	54
Creating or Deleting Custom Views Using Favorites	54
Editing Transactions	55
Canceling Transactions	56
Integrated Bill Pay	57
Bill Pay Overview	57
Creating a Payee	57
Editing a Payee	59
Deleting a Payee	60
Changing “Pay From” Accounts	61
Making a Single Payment	62
Paying Multiple Bills	63
Payment Activity	64
Cancel a Pending Payment	65
Advanced Bill Pay	66
Payments Overview	66
Creating a Payee Overview	67
Creating a Payee	68
Editing a Payee	70
Deactivating or Deleting a Payee	71
Scheduling a Single Payment	72
Scheduling Multiple Payments	73
Setting Up Autopay	74
Editing a Payment	75
Deleting a Payment	76
Setting Up E-Bills	77
Cancelling E-Bills	78
Setting Up Reminders	79
Editing a Reminder	80
Alerts	81
Creating a Report	82
Editing a Report	83
Deleting a Report	84
Editing a Funding Account	85
Edit Current Funding Account	85
Changing Funding Account	86
Creating a Category	87
Changing a Category Name	88
Deleting a Category	89
Financial Tools	90
Initial Setup	90
Linking an Account	90
Unlinking an Account	91
Categorizing Transactions	92
Splitting a Transaction	93
Online Banking Home Page	94
Spending Overview	95
Spending: Recategorizing a Transaction	96
Budgets Overview	98
Auto-generated Budgets	99
Budgets From Scratch	99
Editing or Deleting a Budget	100
Managing Budgets	101
Trends Overview	102
Cash Flow Overview	103
Adding a Suggested Cash Event	104
Creating Your Own Cash Event	105
Editing, Deleting or Skipping a Cash Event	107
Net Worth Overview	108
Debts Overview	109
Services	110
CardSwap	110
Getting Started	110
Overview	112
Stop Payment Request	113
Single Check	113
Multiple Checks	114
ACH Stop Payment	115
Mobile Deposit Enrollment	116
Mobile Deposit	117
Reordering Checks	118
Travel Notification	119
Settings	121
Profile	121
Account Preferences	122
Text Enrollment	123
Address Change Request	125
Statement Delivery	126
Themes and Languages	127
Accessibility	128
Locations	129
Branches and ATMs	129

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