Suffolk Federal Your Guide to Personal Online Banking

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Home Page	11
Home Page Overview	11
Account Details Overview	13
Quick Transfer	15
Account Nickname	16
Account Grouping	17
Editing a Group Name	18
Deleting a Group	18
Security	19
Protecting Your Information	19
General Guidelines	19
Login ID and Password	19
Fraud Prevention	19
Security Preferences	20
Change Password	20
Change Login ID	21
Secure Delivery	22
Mobile Security Preferences	23
Enabling Touch ID or Fingerprint Login	23
Enabling Passcode Authentication	25
Enabling Face ID	26
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	27
Apple® Watch	28
Apple® Watch Setup	28
Viewing Balances and Transactions	28
Alerts Overview	29
Account Alerts	30
History Alerts	31
Online Transaction Alerts	32
Reminders	33
Security Alerts Overview	34
Editing Delivery Preferences	34
Enabling and Disabling Push Notifications	35
Secure Message Overview	36
Sending a Secure Message	37
Transaction Types	38
Moving Money Overview	38
Transactions	40
Transfer Funds	40
Member to Member Transfer	42
Linking Someone’s Suffolk Federal Account	42
Single Transfers Between Suffolk Federal Accounts	43
Adding a Personal External Account	44
Verifying a Personal External Account	45
Send Money Initial Set Up	46
Send Money	48
Send Money History Overview	50
Repeat a Send Money Transaction	51
Receiving Funds with Send Money	52
Manage Cards Overview	53
Loan Payments	54
Online Transactions Overview	56
Using Filters	57
Creating or Deleting Custom Views Using Favorites	57
Editing Transactions	58
Canceling Transactions	59
Bill Payment	60
Payments Overview	60
Creating a Payee Overview	61
Creating a Payee	62
Editing a Payee	64
Deactivating or Deleting a Payee	65
Scheduling a Single Payment	66
Scheduling Multiple Payments	68
Setting Up Autopay	69
Editing a Payment	70
Deleting a Payment	71
Setting Up E-Bills	72
Cancelling E-Bills	73
Setting Up Reminders	74
Editing a Reminder	75
Alerts	76
Creating a Report	77
Editing a Report	78
Deleting a Report	79
Creating a Category	80
Changing a Category Name	81
Deleting a Category	82
Contacting Client Services	83
Personal Financial Management	84
Initial Setup	84
Linking an Account	84
Unlinking an Account	85
Categorizing Transactions	86
Splitting a Transaction	87
Online Banking Home Page	88
Net Worth Overview	89
Budgets Overview	90
Auto-generated Budgets	91
Budgets From Scratch	91
Editing or Deleting a Budget	92
Managing Budgets	93
Spending Overview	94
Spending: Recategorizing a Transaction	95
Trends Overview	97
Debts Overview	98
Services	99
Stop Payment Request	99
Single Check	99
Multiple Checks	100
Check Reorder	101
Mobile Deposits	103
CardSwap	104
Getting Started	104
Overview	106
Settings	107
Account Preferences	107
Text Enrollment	108
Statement Delivery	110
Themes and Languages	111
Accessibility	112
Locations	113
Branches and ATMs	113

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