Jefferson Bank Your Personal Guide to Online Banking

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging Off	10
Resetting A Forgotten Password	11
Home Page	13
Home Page Overview	13
Asset Summary Overview	15
Account Details Overview	16
Quick Transfer	18
Account Nickname	19
Account Settings	20
Account Grouping	21
Editing a Group Name	22
Deleting a Group	22
Security	23
Protecting Your Information	23
General Guidelines	23
Login ID and Password	23
Fraud Prevention	23
Security Preferences	24
Change Password	24
Change Login ID	25
Secure Delivery	26
Mobile Security Preferences	27
Enabling Touch ID or Fingerprint Login	27
Enabling Passcode Authentication	29
Disabling Passcode Authentication, Touch ID or Fingerprint Login	30
Enabling Face ID	31
Alerts Overview	32
Account Alerts	33
History Alerts	34
Online Transaction Alerts	35
Reminder	36
Security Alerts Overview	37
Edit Delivery Preferences	37
Secure Message Overview	38
Sending a Secure Message	39
Transaction Types	40
Moving Money Overview	40
Transactions	41
My Accounts/Loans	41
Individual Transfers	41
Multi-Account Transfers Overview	43
Multi-Account Transfers- Creating a Template	44
Multi-Account Transfers- Single Transfer	46
Editing a Multi-Account Transfer Template	48
Deleting a Multi-Account Transfer Template	49
Any Jefferson Customer	50
Linking Someone’s Jefferson Account	50
Single Transfers Between Jefferson Accounts	51
Adding A Personal External Account	52
Verifying A Personal External Account	53
EasyPay Initial Setup	54
EasyPay Transactions	56
EasyPay History Overview	58
Repeat an EasyPay Transaction	59
Receiving Funds with EasyPay	60
Manage Cards Overview	61
Online Activity Center Overview	62
Using Filters	63
Creating or Deleting Custom Views Using Favorites	63
Editing Transactions	64
Canceling Transactions	65
Integrated Bill Pay	66
Bill Pay Overview	66
Creating a Payee	66
Editing a Payee	68
Deleting a Payee	69
Making a Single Payment	70
Paying Multiple Bills	71
Payment Activity	72
Cancel a Pending Payment	73
Advanced Bill Pay	74
Payments Overview	74
Hiding or Unhiding Payees from Payment Screen	75
Creating a Payee Overview	76
Creating a Payee: Company	77
Creating a Payee: Person	79
Part 1 of 3: Choosing Payee and Payment Method	79
Part 2 of 3: Adding Payee Information	80
Part 3 of 3: One-Time Activation Code	81
Creating a Payee: Bank or Credit Union	82
Part 1 of 2: Entering Bank or Credit Union Information	82
Part 2 of 2: One-Time Activation Code	84
Editing a Payee	85
Deleting a Payee	86
Scheduling Payments	87
Recurring Payments	88
Editing Payments	89
Skipping Payments	90
Canceling Payments	91
Setting Up eBills	92
Adding an Account	93
Editing an Account	94
Deleting an Account	95
Editing Personal Information	96
Editing Alerts	97
Categories	98
Editing a Category	99
Deleting a Category	100
Services	101
eStatements/Notice	101
Enrolling for eStatements	101
Viewing eStatements	102
Reconciling Account	103
Manage Cards	104
Stop Payment Request	105
Reordering Checks	106
Credit Cards	107
Apple Watch	108
Apple Watch Setup	108
Viewing Balances and Transactions	108
Personal Financial Management	109
Initial Setup	109
Linking an Account	109
Categorizing Transactions	110
Splitting a Transaction	111
Online Banking Home Page	112
Net Worth Overview	113
Budgets Overview	114
Editing or Deleting a Budget	115
Managing Budgets	116
Spending Overview	117
Spending: Recategorizing a Transaction	118
Trends Overview	120
Debts Overview	121
Settings	122
Account Preferences	122
Accessibility	123
Locations	124
Branches and ATMs	124

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