Sterling Bank and Trust Commercial Online Banking User Guide

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

Table of Contents

Sterling Bank and Trust