Table of Contents Table of Contents
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Getting Started
6

New User Enrollment
6

Logging In
8

Logging Off
8

Resetting A Forgotten Password
9

Home Page
11

Home Page Overview
11

Account Summary Overview
12

Account Details Overview
13

Quick Transfer
15

Account Grouping
16

Editing a Group Name
17

Deleting a Group
17

Security
18

Protecting Your Information
18

General Guidelines
18

Login ID and Password
18

Fraud Prevention
18

Security Preferences
19

Change Password
19

Change Login ID
20

Secure Delivery
21

Alerts Overview
22

Date Alerts
23

Account Alerts
24

History Alerts
25

Online Transaction Alerts
26

Security Alerts Overview
27

Edit Delivery Preferences
27

Secure Message Overview
28

Sending a Secure Message
29

Transactions
30

Moving Money Overview
30

Funds Transfer
31

Integrated Bill Pay
33

Bill Payment Overview
33

Multi Pay and Single Pay
34

Paying Multiple Bills
35

Making a Single Payment
36

Canceling Pending Transactions
38

Advanced Bill Pay
39

Bill Payment Overview
39

Transactions
41

Activity Center Overview
41

Using Filters
42

Creating or Deleting Custom Views Using Favorites
42

Canceling Transactions
43

View Deposit Statements
44

View Mortgage Statements
45

Services
46

Stop Payment Request
46

Adding A Personal External Account
49

Verifying A Personal External Account
50

Check Reorder
51

Person To Person Transfer
52

Single Transfers Between Sterling Bank & Trust Accounts
52

Linking Someone’s Sterling Bank & Trust Account
53

Settings
54

Account Preferences
54

Address Change
55

Text Enrollment
56

Mortgage Statement Delivery
57

Deposit Statement Delivery
58

Themes
59

Branches and ATMs
60