United Texas Bank Business Online Banking User Guide

Table of Contents

General Information Security................................................................................................................... 2–3 Getting Started & Logging In...................................................................................... 4 Accounts Account Overview....................................................................................................... 5 Account History.......................................................................................................... 6 Online Activity......................................................................................................... 7–8 Statements.................................................................................................................. 9 Dashboard................................................................................................................ 10 Transactions Funds Transfer.......................................................................................................... 11 Recurring.................................................................................................................. 12 Person to Person Transfer........................................................................................ 13 Bill Pay Overview................................................................................................................... 14 Payees...................................................................................................................... 15 Payee Setup. ............................................................................................................ 16 View Bill History ....................................................................................................... 17 Make a Payment....................................................................................................... 18 Schedule Payments.................................................................................................. 19 Change & Cancel Payments..................................................................................... 20 Commercial Recipients................................................................................................................. 21 Single Payment......................................................................................................... 22 Single Receipt........................................................................................................... 23 Payroll....................................................................................................................... 24 Payments.................................................................................................................. 25 Collections................................................................................................................ 26 Wire Transfer. ........................................................................................................... 27 Tax Payment............................................................................................................. 28 Services Messages.................................................................................................................. 29 Address Change....................................................................................................... 30 Reorder Checks........................................................................................................ 31 Preferences Account Preferences................................................................................................ 32 Alerts Preferences. ................................................................................................... 33 Subsidiaries.............................................................................................................. 34 User Preferences...................................................................................................... 35 User Rights............................................................................................................... 36 Mobile Banking......................................................................................................... 37 Security Preferences................................................................................................. 38

UnitedTexasBank.com

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