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Mobile Banking Features Initial Setup & Online Changes Enroll for E-Statements Enroll in Bill Pay Download the App Transfer Money Enroll for Mobile Deposit Make a Payment View Statements Manage Your Cards Security Features Security Setup Apps to Help Prevent Fraud Apps to Make Your Financial Life Easier Contact Us
Features of WBT Mobile Banking • Fast, free, and secure service for customers enrolled in Online Banking* • Easily keep track of your finances – even on the go • Check up-to-the-minute balances • Transfer funds between accounts, even to or from other banks • Find branch and ATM locations • Pay bills
• Available via any web-enabled cell phone or device
• Simple access using online banking credentials
*Wireless carrier data rates may apply.
Initial Setup & Online Changes ONLINE BANKING ENROLLMENT If you already have an existing User ID, skip to Download the App
• Visit wilsonbank.com and click ONLINE BANKING • Click Enroll – complete and submit the enrollment form • Click the link you receive in an email to complete enrollment
Change user ID (optional) • Visit wilsonbank.com and log in to online banking • Click Options • Scroll down to Modify Login Information • Enter New CONNECT ID and Submit
Change password (optional unless prompted) • Visit wilsonbank.com and log in to Online Banking • Click Options • Scroll down to Modify Login Information • Enter Current Password • Enter New Password • Re-Enter New Password • Click Submit
Enroll for E-Statements
• Visit wilsonbank.com and log in to Online Banking • Click the E-Statements tab • Complete the 5-step enrollment and accept the terms • Select the account(s) for which you’d like to receive electronic statements • Add other recipients (optional)
Enroll in Bill Pay
• Visit wilsonbank.com and log in to Online Banking • Click on Bill Pay • Select Account and click continue • Review and accept the terms and conditions, click accept and submit • Add Payees and Schedule Payments − For Assistance or Questions, Call 866-395-5343 or Live Chat − View Demo
Download the App • Visit the App Store or Google Play on your device • Search for Wilson Bank & Trust • Download the app
Wilson Bank & Trust
Version 2.3.24 (577) Expires in 72 days
OPEN
FEATURES
Mobile
See Balances and View Account(s) Transfer Money Deposit Checks – Mobile Deposit
Make a Payment View and Print E-Statements Set Up and Manage Alerts
Limited
Find an Office/ATM Manage Debit Cards Touch ID/Facial Recognition Login Manage Settings
Desktop
Transfer Money INTERNAL TRANSFERS Between your accounts at WBT • Log in to WBT Mobile App • Select Transfer from Menu • Select Make a transfer • Complete the Transfer Information EXTERNAL TRANSFERS Between your WBT account & your account with another financial institution • Monitor your external account for amounts of two test deposits (may take 3–5 days) • Log in to WBT Mobile App when you have the test deposit amounts • Select Settings from Menu • Select External transfer and the name of your pending external account • Enter the amounts of the test deposits as indicated on the screen • Select Confirm
• Log in to WBT Mobile App • Select Accounts from Menu • Press + • Select Make external transfers • Enter your password and select submit • Create an account name • Enter the routing and account number for the account as well as account type, select submit
After setting up your external account, follow the same steps for internal transfers shown above to initiate a transfer. Please keep in mind that external transfers may take 1–2 business days to complete.
Enroll for Mobile Deposit • Log in to WBT Mobile App • Select Deposit Check from Menu • Complete enrollment and accept the terms
Deposit a Check • Log in to WBT Mobile App • Select Deposit Check from Menu • Press Deposit a Check • Enter Deposit amount and click continue • Follow on-screen prompts to take a photo of front and back of check, being sure to endorse the check as indicated on screen
Add Payee • Log in to WBT Mobile App • Select Payments from Menu • Click the + icon next to Payees • Provide your Password to verify your login • Select the Person or Business icon from Add Payee • Complete Payee information and submit
Make a Payment • Log in to WBT Mobile App • Select Payments from Menu • Select Make a Payment • Select Payee from list • Complete Payment amount • Click More Options, if desired • Click Submit
View Statements • Log in to WBT Mobile App • Select Accounts from Menu • Select the Account, then Documents • Select from list
Manage Your Cards Suspend or Block Card • Log in to WBT Mobile App • From the Dashboard, scroll down Card Management • Select the Button next to the card you wish to suspend If you suspect your card is lost or stolen, call or visit your nearest WBT office for replacement. Reactivate Suspended Card • Log in to WBT Mobile App • From the Dashboard, scroll down to Card Management • Select the button next to the card you wish to un-suspend
Security Features At WBT we take the security of your information seriously! We have gone to great lengths to protect you and your financials. All of our apps and services feature robust security protections, such as: • Biometric authentication on new mobile banking app – facial recognition, fingerprint recognition • Two-factor authentication • Latest security industry standards – new Mobile App features latest high-tech security features for communicating from app to servers, keeping your data safe • Ability to manage your debit and credit cards in REAL TIME – turn them off if lost or stolen, get real-time alerts on purchases, plus many more great features! – MyCardRules™ – Debit Cards – SecurLOCK Equip™ – Credit Cards
(See “Apps to Help Prevent Card Fraud” section for more information on how to begin using these apps today.)
Security Setup Set Up Touch ID or Facial Recognition • Log in to WBT Mobile App NOTE: If this is your first time logging in to the app, you will be prompted to set up a passcode and Touch ID/facial recognition login. If not, continue below. • Select Menu, then Settings • Select Security Change Password • Log in to WBT Mobile App • Select Menu, then Settings • Select Security & Change Password • Enter Current Password • Enter New Password • Press Save NOTE: For additional security tips, visit wbtsecurityblog.com.
Apps to Help Prevent Card Fraud For Your WBT Debit Card
• Visit the App Store or Google Play • Download the MyCardRules™ app • Create a New User • Set up Control Preferences • Set up Alert Preferences • View Transactions • Turn Card ON/OFF • Add other cards For Your WBT Credit Card
• Visit the App Store or Google Play • Download the SecurLOCK Equip™ app • Create a New User • Set up Control Preferences • Set up Alert Preferences • View Transactions
Apps to Make Your Financial Life Easier • Mobile Payment Solutions • Apple Pay • Google Pay™ • Samsung Pay™ • Masterpass™ ®
Contact Us CUSTOMER SOLUTIONS CENTER Call 844-928-2265 WEBSITE Visit wilsonbank.com and select Contact Us MOBILE • Log in to WBT Mobile App • Select Call or Email
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