Jefferson Bank Your Personal Guide to Online Banking

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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