Suffolk Federal Your Guide to Personal Online Banking

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Transaction Types Moving Money Overview............................................................................................38 Transactions 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 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