Heritage Oaks Bank Personal Online Banking eGuide

Table of Contents

Heritage Oaks Bank

General Information Security.................................................................................................4 New Online Banking Enrollment.................................................6 First Time Login.................................................................................7 Register Your Computer or Device.........................................................................8 Logging in...........................................................................................9 Home...................................................................................................10 Transactions Account Details...............................................................................11 Activity Center.................................................................................12 Funds Transfer..................................................................................13 Person to Person Transfer............................................................14 Add an External Account.............................................................15 Verify an External Account..........................................................16 Stop Payment...................................................................................17 Quick Bill Pay Navigation ........................................................................................18 Payees.................................................................................................19 Make a Manual Payment..............................................................20 Search Bill Pay..................................................................................21 Cancel Pending Transactions......................................................22 Advanced Bill Pay Getting Started................................................................................23 Navigation.........................................................................................24 Pay Someone New..........................................................................25 Schedule a Single Payment.........................................................26 Setup Auto-Pay................................................................................27 Modify Auto-Pay..............................................................................28 Schedule Multiple Payments......................................................29 Expedited Payment........................................................................30 Modify Biller Details.......................................................................31 Quick Reference Panel..................................................................32 Reports...............................................................................................33 Alert Preferences.............................................................................34 Categories..........................................................................................35

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