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Bank of Tennessee Online Banking Resource Guide

Getting Started 8
New User Enrollment 8
Logging In 10
Logging Off 10
Resetting A Forgotten Password 11
Home Page 13
Home Page Overview 13
Account Summary Overview 15
Account Details Overview 16
Quick Transfer 18
Account Nickname 19
Details & 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
Enabling and Disabling Push Notifications 38
Secure Messaging 39
Secure Message Overview 39
Sending a Secure Message 40
Transaction Types 41
Moving Money Overview 41
Transactions 42
Funds Transfer 42
Loan Payments 44
Send Money with Zelle® Setup 46
Initial Setup 46
Adding a Recipient 47
Editing/Deleting a Recipient 48
Send Money with Zelle® 49
Request Money with Zelle® 50
Split Payment with Zelle® 51
Zelle® Settings 52
Activity Center Overview 53
Using Filters 54
Creating or Deleting Custom Views Using Favorites 54
Editing Transactions 55
Canceling Transactions 56
Integrated Bill Pay 57
Bill Pay Overview 57
Creating a Payee 57
Editing a Payee 59
Deleting a Payee 60
Changing “Pay From” Accounts 61
Making a Single Payment 62
Paying Multiple Bills 63
Payment Activity 64
Cancel a Pending Payment 65
Advanced Bill Pay 66
Payments Overview 66
Creating a Payee Overview 67
Creating a Payee 68
Editing a Payee 70
Deactivating or Deleting a Payee 71
Scheduling a Single Payment 72
Scheduling Multiple Payments 73
Setting Up Autopay 74
Editing a Payment 75
Deleting a Payment 76
Setting Up E-Bills 77
Cancelling E-Bills 78
Setting Up Reminders 79
Editing a Reminder 80
Alerts 81
Creating a Report 82
Editing a Report 83
Deleting a Report 84
Editing a Funding Account 85
Edit Current Funding Account 85
Changing Funding Account 86
Creating a Category 87
Changing a Category Name 88
Deleting a Category 89
Financial Tools 90
Initial Setup 90
Linking an Account 90
Unlinking an Account 91
Categorizing Transactions 92
Splitting a Transaction 93
Online Banking Home Page 94
Spending Overview 95
Spending: Recategorizing a Transaction 96
Budgets Overview 98
Auto-generated Budgets 99
Budgets From Scratch 99
Editing or Deleting a Budget 100
Managing Budgets 101
Trends Overview 102
Cash Flow Overview 103
Adding a Suggested Cash Event 104
Creating Your Own Cash Event 105
Editing, Deleting or Skipping a Cash Event 107
Net Worth Overview 108
Debts Overview 109
Services 110
CardSwap 110
Getting Started 110
Overview 112
Stop Payment Request 113
Single Check 113
Multiple Checks 114
ACH Stop Payment 115
Mobile Deposit Enrollment 116
Mobile Deposit 117
Reordering Checks 118
Travel Notification 119
Settings 121
Profile 121
Account Preferences 122
Text Enrollment 123
Address Change Request 125
Statement Delivery 126
Themes and Languages 127
Accessibility 128
Locations 129
Branches and ATMs 129

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