Jefferson Bank Your Personal Guide to Online Banking

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Published by Murphy & Company, Inc. 13610 Barrett Office Dr

St. Louis, MO 63021 www.mcompany.com

© 2009-2019 Murphy & Company, Inc. Microsoft, Microsoft Money, Windows and Internet Explorer are registered trademarks of Microsoft Corporation. Firefox is a registered trademark of the Mozilla Foundation. Quicken is a registered trademark of Intuit, Inc. Macintosh is a registered trademark of Apple Computer, Inc. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012 Portions of this guide were written by Q2eBanking. Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

Getting Started

Welcome to Online Banking with Jefferson Bank! Whether at home or at the office, from a mobile phone, tablet or laptop, we strive to make your online banking experience easy and convenient. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the online banking process. If you have additional questions, contact us at (210) 736-7230.

Table of Contents Getting Started

New User Enrollment....................................................................................................8 Logging Off............................................................................................................................ 10 Resetting A Forgotten Password...............................................................................11 Home Page 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 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 Moving Money Overview............................................................................................40 Transactions 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 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 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 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 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 Account Preferences................................................................................................ 122 Accessibility............................................................................................................... 123 Locations Branches and ATMs................................................................................................. 124

Getting Started New User Enrollment

If you’re new to Online Banking with Jefferson, you need to complete the enrollment process the first time that you log in. Once you complete these few quick steps, you’ll be on your way to banking everywhere you go! 1. Go to the “Enroll Now!” Link located on the Jefferson Bank Website. 2. Fill out the Online Banking Enrollment Form with the required information, you will be asked to select your own personal Login ID. Click the Continue button.

Note : The details that you provide are verified by comparing them to your contact information in our system. If the information does not match, call us at (210) 736-7230 to update your profile.

3. A confirmation message appears and the Login ID is displayed. Memorize your Login ID and maintain it in a secure location. Click the Continue button to receive your Secure Access Code. 4. Choose the contact method that allows Jefferson to reach you immediately with a Secure Access Code (SAC). The SAC is only valid for a short time, and if it expires, you need to request a new one. If you close your browser before receiving the SAC, you can log in again and select the I already have a Secure Access Code button. 5. Enter the SAC and click the Submit button. 6. Choose whether to register your device for future logins. If you click the Register Device button, you will not need to request SACs from that device. 7. Review the Online Banking Services Agreement on the Disclaimers page and click the I Accept button to agree to the terms and conditions.

Note : For additional security, we strongly suggest only registering devices personal to you.

Getting Started: New User Enrollment

8. A view-only profile page appears. Review the information and click the Submit button. 9. Change your password. 10. Congratulations! You have successfully logged in to Online Banking! If you have any questions or concerns, call us at (210) 736-7230.

Getting Started: New User Enrollment

Getting Started

Logging In

After your first-time enrollment, logging in is easy and only requires your login ID and password. If you are logging in using a device that you have not previously registered, you need to request a Secure Access Code (SAC).

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1. Click the Online Banking Login button. 2. Enter your login ID and password. 3. Click the Log In button.

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A2 B2 C2 D2 E2 F2 G2 H2 I2 session. We may also log you off due to inactivity. 1. Click the Log Off tab in the navigation menu. 2. Close your internet browser. A3 B3 C3 D3 E3 F3 G3 H3 I3

Getting Started: New User Enrollment

Getting Started Resetting A Forgotten Password

If you happen to forget your password, you can easily reestablish a new one from the Jefferson Home page—no need to call us!

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1. Check the box next to “Forgot Password?” 2. Enter your login ID and click the Submit button. 3. Choose the contact method that allows Jefferson to reach you immediately with a 6-digit Secure Access Code (SAC). J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b

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Note : You may not be able to change your password if your account is locked or if you are resetting your password from an unregistered device.

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Getting Started: Resetting A Forgotten Password A1 B1 C1 D1 E1 F1 G1 H1 I1

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4. Enter the SAC and click the Submit button. 5. Create a new password based on our password requirements and click the Submit button when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

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Getting Started: Resetting A Forgotten Password

Home Page

Home Page Overview

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 After logging in, you are taken directly to the Home page. This page is divided into three convenient sections to help you navigate to every feature within Online Banking. Here you can view the balances in both your linked and Jefferson accounts, see your account summaries and more!

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Note : The letters correspond to several available features on the Home page. J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

Home Page: Home Page Overview

A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate drop-down tab. B. Your Jefferson accounts and linked external accounts are displayed in an account card with its balance. C. If you click an account name, you are taken to the Account Details page. You can also click the icon on the right side of an account card and select View Activity for more details. D. The icon allows you to print a summary of current available funds in your accounts. E. You can expand or collapse account details by clicking the icon. F. If you click and hold an account card, you can drag and drop it to a new location to change the order in which your accounts appear. G. The Quick Actions links in the top right corner let you quickly access different Online Banking features.

Home Page: Home Page Overview

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Home Page: Home Page Overview

Home Page Account Details Overview

Selecting a Jefferson account on the Home page takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances so you stay organized and on top of your finances. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

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11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 I 2 3 4 5 6 7 8 9 1 3 4 5 6 7 8 9 a a a a a a a a a b b b b b b b b b c c c c c c c c c M N O Q U W D G H 1 12 13 14 15 16 17 18 19 21 2 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c K L P R S V X Y Z A B C E F I 1 12 13 14 15 16 17 18 19 21 2 23 24 25 26 27 28 2 1a 2a 3a 4a 5a 6a 7a 8a 9 1b 2b 3b 4b 5b 6b 7b 8b 9 1c 2c 3c 4c 5c 6c 7c 8c 9 L N O Q S U Y Z D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 11a 12a 13a 14a 15a 16a 17a 18a 19a 1d 2d 3d 4d 5d 6d 7d 8d 9d 1 2 3 4 5 6 7 8 9 d d d d d d d d d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1d 2d 3d 4d 5d 6d 7d 8d 9 11b 12b 13b 14b 15b 16b 17b 18b 19b 11a 12a 13a 14a 15a 16a 17a 18a 19 a 12a 13a 14a 15a 16a 17a 18a 19a 1 a 12a 13a 14a 15a 16a 17a 18a 19a 1a 12a 13a 14a 15a 16a 17a 18a 19 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A B C E I A B C E I A B C E3 3 I b 12b 13b 14b 15b 16b 17b 18b 19b 1 F1 2 F2 2 3 3 3 3 F3 3 1 b 12b 13b 14b 15b 16b 17b 18b 19b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 1b 12b 13b 14b 15b 16b 17b 18b 19 A1 1 C1 D1 E1 F1 G1 H1 I A2 2 C2 D2 E2 F2 G2 H2 I A3 3 C3 D3 E3 F3 G3 H3 I a b

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Home Page: Account Details Overview 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 J2 J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

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A. On the Home page, you can click on an account name to view the Account Details screen. B. The current and available balances of that account displayed in the top right corner. C. The icon opens the search bar to find transactions with that account. D. Transactions can be sorted by time, type, amount or check number. Click the icon for more options. E. Make a quick transfer by clicking the icon. See page 18 for additional details. F. Export your transactions into a different format by clicking the icon. G. The icon lets you send a secure message about that account or print a list of transactions. H. The icon indicates how the Date, Description and Amount columns are sorted. I. You can view more details about a transaction by clicking on it. J. The icon lets you send a secure message about that transaction or you can print details about it.

Home Page: Account Details Overview

Home Page Quick Transfer

No need to run to a branch to move money from one accout to another. If you’re ever in a rush, the Quick Transfer option is a simple and fast way to make transactions.

J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3

Home Page: Quick Transfer 11a 12 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 2. Use the drop-downs to select the “To and “From” accounts. 3. Enter an amount to transfer. 4. (Optional) Click the Advanced Options button to be redirected to the My Accounts/Loans feature. 5. Click the Transfer Funds button when you are finished. 11a 12a 13a 14 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 0b 1b 2b 3b 4b 5b 6b 7b 8b 9b 0c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 J1 A2 B2 C2 D2 E2 F2 G2 H2 I2 1. Click the 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I icon right side of an account card and select Quick Transfer. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J2

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Home Page Account Nickname

Change an account’s nickname directly from the home page.

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A1 B1 C1 D1 E1 F1 G1 H1 I1

J2 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G J3 1 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 11a 12a 13a 14a 15a 16 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11b 12b 13b 14b 15b 16 1d 2d 3d 4d 5d 6d A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 1d 2d 3d 4d 5d 6d 7d

A2 B2 C2 D2 E2 F2 G2 H2 I2

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1. Click the

icon right side of an account card and select Nickname Account.

2. Enter a new account nickname. 3. Click the Save button when you are finished.

Home Page: Account Nickname

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Home Page Account Settings

View additional details about an acount and change the accounts visibility.

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11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c 1d 2d 3d 4d 5d 6d 7d 8d

1. Click the icon right side of an account card and select Settings. 2. Use the Account Visibility switch to toggle whether or not your account is visible on the Home page. 3. Use the Financial Tools switch to toggle whether or not your account is visible within Financial Tools.

Home Page: Account Settings

Home Page Account Grouping

You can organize your internal and linked accounts into groups, so the Home page appears in a way that makes sense to you. These groups can always be changed or deleted to meet your needs.

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1. Create a new group by clicking and holding an account tile, then dragging and dropping it to the pop-up icon. 2. Create a group nickname and click the check mark when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

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Home Page: Account Grouping

Editing a Group Name The names of existing groups can be edited in just two easy steps.

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Deleting a Group After a group is made, you can reorganize the Home page by deleting a group without removing those accounts from the Home page. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d icon to edit your group nickname. 2. Enter a new name and click the check mark when you are finished. 1. Click the

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A3 B3 C3 D3 E3 F3 G3 H3 I3

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1 11 12 13 14 15 16 17 18 19 2 21 22 23 24 25 26 27 28 29 3 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8b 9b 10 1c 2c 3c 4c 5c 6c 7c 8c 9c 1 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 J2 J3

1. Remove all accounts from a group by clicking and holding an account tile and dragging it to another group and dropping it. 2. Click the Yes, delete button to delete the group. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

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A3 B3 C3 D3 E3 F3 G3 H3 I3

Home Page: Account Grouping

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Security

Protecting Your Information

Here at Jefferson, we do everything we can to protect your personal information and provide you with a dependable online experience. However, we rely on you to take further precautions to assure the safety of your accounts. By following our tips, Online Banking can be a secure and efficient method for all your banking needs. General Guidelines • Make sure your operating system and antivirus software are up-to-date. • Always use secure wireless (WiFi) networks that require a login ID and password. • Never leave your computer unattended while using Online Banking. • Monitor your recent account history for unauthorized transactions. • Always log off Online Banking when you’re finished and close the browser. Login ID and Password • Create strong passwords by using a mixture of upper and lowercase letters, numbers and special characters. • Do not create passwords containing your initials or birthday. • Change your passwords periodically. • Memorize your passwords instead of writing them down. • Only register personal devices and avoid using features that save your login IDs and passwords. Fraud Prevention • Do not open email attachments or click on links from unsolicited sources. • Avoid giving out personal information on the phone or through email. • Shred unwanted sensitive documents including receipts, checks, deposit slips, pre-approved credit card offers and expired cards. • Act quickly. If you suspect your financial information is compromised, call us immediately at (210) 736-7474.

Security: Protecting Your Information

Security

Security Preferences

We take security very seriously at Jefferson. Because of this, we’ve added various tools to help you better protect your account information. You can add and manage these features in Security Preferences to strengthen your Online Banking experience.

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Change Password When you need to, you can change your password within Online Banking. We recommend that you change your password regularly and follow our guidelines for creating a strong password.

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1d 2

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Security: Security Preferences 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I In the Settings tab, click Security Preferences . 1. Click the Change Password button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 2. Enter your old password. 3. Create a new password. 4. Reenter your new password. 5. Click the Change Password button when you are finished making changes. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 A1 B1 C1 D1 E1 F1 G1 H1 I1

Change Login ID You can also change your login ID at any time. To ensure that you create an effective login ID, create an ID that you will remember and that follows our required guidelines.

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In the Settings tab, click Security Preferences . 1. Click the Change Login ID button. 2. Enter your new login ID. 3. Click the Save new Login ID button when you are finished making changes. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

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Security: Security Preferences

Secure Delivery Jefferson verifies your identity using Secure Access Codes (SACs), which are numbered codes that are sent to you by email, phone or text. Within Security Preferences, you can make changes to your delivery preferences or add new ways we can contact you.

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icon to make 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c K L M N O P U V W X Y Z A B C D E F 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 14a 1d 2d 3d 4d 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c K L M N O P Q R U V W X Y Z A B C D E F G H icon when you are 11a 12a 13a 14a 15a 16a 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d 11b 12b 13b 14b A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 11a 12a 13a 14a 15a 16a 17a 18a 11b 12b 13b 14b 15b 16b 17b 18b 1d 2d 3d 4d 5d 6d 7d 8d A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 A1 B1 C1 D1 A2 B2 C2 D2 A3 B3 C3 D3

In the Settings tab, click Security Preferences . 1. Click the Secure Access Code button. 2. Make changes to a secure delivery method by clicking the

icon to delete a secure delivery method.

changes or the

3. Enter your new contact information and click the

finished to save your changes. 4. Add a new delivery contact by clicking either the New Email Address , New Phone Number or New Text Number button at the bottom of the page.

Security: Security Preferences

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