Simmons Bank Mobile Banking Demo Video Transcript
Within settings, you can edit your profile, review or update your security settings, edit your account settings, add a new account, and remove your profile from the app.
In your Profile, you can change your picture by clicking on the image. You can also create a preferred name, which will be used on the welcome message to Mobile Banking, as well as update your address, email, and phone number by clicking on Edit.
Here you can change your Username and Password. For your security, we recommend selecting a unique username, different from the usernames you use on other websites, that uses a combination of both letters and numbers. When changing your password, you will be shown the requirements that must be met when coming up with a new password, such as the length and the kinds of characters that are allowed.
From your account settings, you can choose to show your accounts in the app, show their balance and activity, and modify their alert preferences.
This is the End User License Agreement. You will be asked to read and agree to the terms the first time you sign in to Mobile Banking. If you have questions regarding the End User License Agreement please contact Simmons Bank. You can click Support to find our phone number or send your question using the Messages feature.
With Simmons Mobile Banking, it’s easy to manage your accounts, make transfers, pay bills, and more from your device. You have the main menu located on the left and you can view the selected content on the right. By clicking on your name, at the bottom of the menu, you have the ability to sign out as well as configure your settings. The dashboard allows you to easily access your accounts, quick options, transactions: which shows the most recent activity of all your accounts, messages, transfers, payments: where you’ll see your bill pay activity, and your recent deposits. You can also customize your dashboard to view what’s important to you. Click on a menu item, or any of the dashboard features to learn more. If you’re unsure about how to do something, such as setting up eStatements, try clicking on the lightbulb to check out our How-To demos. -(5 seconds later) – Try clicking on a menu item, or any of the dashboard features to learn more.
By clicking on your name, you can choose to sign out of Mobile Banking, add a profile, or view and modify your settings. Click on Settings to learn more.
*Opens the Transactions sub-menu.
Clicking on the 3 dots allows you to search for a transaction, change the card size of this section, or organize your dashboard. Try clicking on the Search button or click again on the X to close this menu.
Here you can see the combined transactions from all your accounts. To see the transactions of a specific account, click on the desired account from the dashboard. The search bar allows you to enter any text to locate a specific transaction. You can also access search filters by clicking on the gear in the top right. Click on the back button to return to the Dashboard.
*Opens the Transfers sub-menu.
Clicking on the 3 dots allows you to change the card size of this section, or organize the dashboard.
The different sections of the dashboard can be rearranged by dragging the different boxes around to better fit your needs. You can remove a section by clicking on the X, or you can add more sections by clicking on Add a Card. Please click Done on the top left corner to continue.
*Open the Payments sub-menu.
Clicking on the 3 dots allows you to change the card size of this section, or organize the dashboard.
*Open the Messages sub-menu.
Clicking on the 3 dots allows you to start a conversation, change the card size of this section, or organize the dashboard. Try clicking on Start a conversation or click again on the X to close this menu.
Clicking on the 3 dots allows you to add an account from another financial institution by selecting Connect an Account, organize your accounts on the screen, change the view of your accounts, or organize the dashboard. Click on Connect an Account or Organize accounts to learn more.
By clicking on your icon, you can view and edit your profile.
It’s easy and convenient to start a conversation with one of our customer service associates. You can attach an account, transaction, or file to your conversation so that we can provide an even better customer support experience. Please include as much information as possible to address your request and note that it may take up to a couple of hours to receive a response from an associate during business hours. Try clicking on Start a Conversation to see an example.
*Video follows showing how to start a conversation and attach a transaction. Go to 3-13
When writing your message, you will be able to attach a specific transaction, account, or payment related to your inquiry. In this case, we will send a question about a transaction.
*Goes to 3-3
Let’s select this transaction and attach it to the message.
*Goes to 3-6
By clicking send, your message will be sent to an associate who will respond during business hours. Once the associate replies to your message, you will see the response on the left column, or on the messages section of the dashboard.
For your convenience, the account information has been added automatically to this conversation. You can now ask a question about this account.
Viewing the details of your Simmons accounts is easy. From the Accounts page, you can fully manage each account with functions such as View available Balance and recent Transactions, make a Transfer, Deposit a Check, View Documents, such as Account Statements, and more... Click on the My Checking account to learn more about those options.
*Organize accounts and connect institution should play mini-movie and return to this page.
You can view the account’s transactions as well as check your available balance, and select any of the quick links to manage your account. Try clicking on a feature for more details.
Alerts help you stay up to date on what is happening with your account. You can add alerts to notify you of changes in your balance or when certain transactions occur. Try clicking on either of the Add Alert buttons for a demonstration. To return to your account, click on the Back arrow.
This alert will notify you when your balance is Above or Below the amount you select. You can choose if you want to receive the notification via text message, email, or with an in-app message. Then, simply select Add alert, and you are done! You can modify or delete this alert by clicking on the Edit button. If you want to delete the alert, click on Remove, like this. Now try adding a Transaction alert, or to return to your account, click on the Back arrow.
Transaction Alerts can notify you when a credit or debit is over the amount you select. You can choose if you want to receive the notification via text message, email, or with an in-app message. Then, simply select Add alert, and you are done! You can modify or delete this alert by clicking on the Edit button. If you want to delete the alert, click on Remove, like this. To return to your account, click on the Back arrow.
If you have a question about this account, you can add it to an existing conversation in your Messages or you can click on Start a new Conversation to automatically attach this account to a new message. You can also click Cancel to close this menu.
Here you’ll see the most recent transactions of this account. Click on a transaction to learn more or click on My Checking to return to the account page.
Clicking on a transaction will give you specific options such as adding tags, adding notes, attaching an image, or you can even ask us questions about this specific transaction. By clicking on Ask us about this transaction, you’ll be able to start a new conversation and automatically attach this transaction to your message. Click on Transactions to return to the transactions page.
Transfer allows you to move money between your accounts. For your convenience, the account from which you selected this option automatically becomes the “From” account by default. You can select the destination account, type in the amount, and click submit. Please note that Transfers are subject to daily and monthly limits. If you have questions about your limits, you can ask customer service using the Messages function. Please take note of the cutoff times, limits and fees displayed on the screen when making a transfer.
If you would like to change the order of the displayed accounts, you can click and drag the lines on the right of the account names to modify their order. To continue please click Done on the top left.
To add an account from an external financial institution, search for the name of the bank, or select from one of the options shown below. You will be asked to enter your online credentials such as username and password that you use at that bank to add those accounts to your Mobile Banking dashboard. Please note, you will only be able to see your balances and transactions, but will not be able to modify those accounts. Not all financial institutions are available to be added at this time. Please click the Back arrow to return to your account.
You can choose to add an external account to keep track of, make a transfer to an external account, as well as add an additional Simmons Bank profile.
Documents helps you manage your electronic statements and notifications for your account. You can click to view your electronic statements, choose to sign-up for electronic statements if you haven’t already, view or change your email settings for electronic notifications, or review account disclosures. Try viewing a statement, or explore the menu items at the top of the page.
Your statement is shown here. To return to Documents, please click on Close on the top left corner.
*Mini-Movie (highlight the Support button on the menu when indicated by the text)
Here is the list of all the accounts that you can setup for electronic statements. By requesting electronic delivery, you will NOT receive statements, notices, or documents in paper form, which are delivered by the United States Postal Service unless you specifically discontinue the eStatement service. You will be able to see an electronic copy of those documents in the eStatements/Notices tab from the menu shown at the top. You can select to enroll all your accounts in electronic delivery, or each account individually. You need to click Save Settings to confirm the selection. After enrolling, you will need to review and agree to the eStatement Disclosure and Agreement shown on screen. If you have questions regarding the disclosure agreement please contact Simmons Bank. You can click Support to find our phone number or send your question using the Messages feature. If you do not agree, you will not be enrolled in electronic statements and notifications. You can always go back to read the eStatement disclosure and agreement by clicking on Disclosures on the menu shown at the top.
You can select the email address where you want all the electronic documents delivered. Additionally, you can enter a security phrase of your choosing that will be included on each email that you receive with your electronic documents. This way you can be sure the email is genuine and came from Simmons Bank.
This is the eStatement Disclosure and Agreement to enroll in eStatements and notifications. You can go back to the Accounts section by selecting Close on the top left.
Transfers allows you to move money between your own accounts by selecting Make a Transfer. You can also view your next scheduled transfers and preview them on a specific date using the calendar. Click on Make a Transfer to learn more.
5-3:5-9b (transfer confirmation)
To make a transfer, just select the account from which you want to take the money from, select the account to which you want to move the money to, and input the amount you wish to transfer. You can also select More Options if you want to make this a recurring payment, set the date of the transfer, and write a memo for your own reference. Please take note of the cutoff times, limits and fees displayed on the screen when making a transfer. If you have questions about your limits, you can ask customer service by using the Messages function. Once you click submit, you will see a confirmation message on screen. Click OK to return to the Transfers section.
You can deposit a check using your device as well as choose to enroll another account for this service. Click on Deposit a Check to see an example.
When depositing a check, you’ll first need to enter the amount. Please take note of the daily and monthly Deposit Limits on screen. If you have any questions about your limits, you can contact us using the Messages feature. After clicking continue, you can select which account you would like to deposit the money into. Now, simply take a picture of both the front and back of the check. Please make sure you have endorsed your check on the back before taking the picture. Once everything is complete, you’ll see a summary screen which includes the amount of the check, the account to which the money will be deposited, and the pictures of the front and back. All that’s left to do is click Submit and your check will go into processing. Funds will generally be made available to you by the next business day. Holds may apply.
With Simmons Mobile Banking you can choose to pay a bill or send money to a person. Check out how to add a new payee or make a payment by clicking on a feature.
When making a payment, you will first select the bill or person you would like to pay. Please note that the payment will be made from your default account. Make sure that it is the correct account that you want to use to pay this bill. If you want to change the account to pay with, in bill pay, you will need to click on that specific Payee from the Payments screen and edit the payment details. For now, we’ll go ahead and enter an amount. You can click on More Options if you want to change the frequency of this payment. This is useful if there are recurring payments you do every month for example. Now we can select when we want to send the money. Please note that the send date is different from the date it will get to your payee. In the case of this payee, the payment will be made by mailing a check. You can also click on the calendar to select a specific date for when the payment will be sent. Additionally, you can add a note or comment that can be displayed on the check, or make it a simple note to self. By clicking submit, the payment will be sent to processing. All that's left to do is click OK to return to the Bill Pay section.
For security, you will need to enter the password to your account in order to add a payee. Once that has been entered, you can choose to either add a person, such as a family member or friend, or add a company, such as a car loan or phone bill. Select one of these options to see the process.
Adding a person is easy. Just enter the name of the person you want to send money to, their phone number and email address, and finally a keyword for you to share with this person for security. Think of this as a safety word you two will share. This way, when they receive a message indicating you sent them money, they will know it is genuine and not fake. You will see a confirmation message on screen once your payee has been added.
To add a bill is quick and easy. First, enter the company name as shown on the bill. You can add a nickname to make it easy for you to remember what this bill is for. Next, add the phone number shown on the bill. After that, the account number. The account number is the account you have with this biller. You can find the account number somewhere on your bill. Remember, this is NOT your Simmons Bank account. Now enter the address where the payment should be sent, and click submit. This bill is now officially added.
Clicking on a payee displays the information on file. You can edit the payee’s information, make a payment, or view the payment history. Click on the Back arrow to return to Payments.
Clicking on a payment displays the information related to the transaction, like the name of the payee, the date the payment was made, the date the payee received the payment, and the account from which it was paid. If you have any questions about the transaction, you can click on ask us about this payment and the transaction will automatically be added to a new conversation with a customer service associate.
Simmons Bank offers support through both our call center and online messaging. Feel free to contact us whichever way is most convenient for you. Please check the hours of operation shown on screen.