Online Banking Experience Guide

Learn how to customize your home page by grouping accounts.

Create a new group:

1. From the Accounts page, click on the Account you would like to move to a newly created group, then drag it down to the bottom right-hand side of the screen until a mailbox with a plus (+) sign appears.
   
2. Drop the account into the mailbox to create a new group.
3. A box will appear to enter the new name for the group. Enter a name.
4. Click the checkmark to accept the new name.

To move an account into an existing group:

1. From the Accounts page, click on the account you would like to move to an existing group.
2. Then drag it down to that group area and release. The account will be added to that group.
   

Note: You also have the ability to rearrange the order of the accounts within a group by dragging and releasing in the preferred location.

To edit group names:

1. Click the edit icon located next to the group name. A box will appear to edit the current name listed for the group. Enter the new name.
2. Type the new name for the group.
3. Click the checkmark to accept the new name or the X to cancel the request.
   

• Internet Explorer 10 or higher versions
• Firefox 24 or higher versions
• Chrome 31 or higher versions
• Safari 6 or higher versions

1. After login, click or tap Alerts
2. Select a New Alert type from the dropdown in the upper-right hand corner of the page
3. Follow prompts based on the Alert type selected

Before you can set up Touch ID Authentication, you will need to make a passcode for your device.

Note: You can use Touch ID Authentication with an iPhone 5s or later, iPad Pro, iPad Air 2, or iPad mini 3 or later. Make sure your operating system is iOS8 or higher. (Android devices do not support Touch ID Authentication.)

Set up Touch ID Authentication on your Apple® device

1. Make sure that the Home button and your finger are clean and dry.
2. Tap Settings > Touch ID Authentication & Passcode, and then enter your passcode.
3. Tap Add a Fingerprint and hold your device as you normally would when touching the Home button.
4. Touch your finger to the Home button – but don’t press. Hold the Home button until you feel a quick vibration, or until you are asked to lift your finger.
5. Continue to lift and rest your finger slowly, making small adjustments to the position of your finger each time.
6. The next screen asks you to adjust your grip. Hold your device as you normally would when unlocking it and touch the Home button with the outer areas of your fingertip, instead of the center portion that you scanned first. Note: If you have trouble enrolling one finger, try another.

1. Once you are logged in to the BankDirect Mobile App, from the Menu, tap Settings and select Security Preferences.
2. On the Security Preferences screen tap On to enable Touch ID.
3. On the explanation screen tap Continue.
4. On the Touch Authentication screen enter your login ID and password to confirm activation and tap Authorize.
5. When you log in you will see the option to use the Touch ID feature.

Note: If you have issues setting up the Touch ID Authentication, please call Client Support at 1-877-839-2737.

1. On the Home page, click or tap on Payments
2. Select the appropriate wire transfer type (Domestic or International)
3. Complete the Wire Transfer request with all required information

Note: You will be charged a fee based on your account agreement and fee schedule. Fee schedules are available below:

To view the BankDirect fee schedule click here
To view the Texas Capital Bank consumer fee schedule click here
To view the Private Wealth Starpoint fee schedule click here

1. On the Home page, click or tap the name of the account that includes the transaction
2. On the Account Details page, click or tap Export
3. In the Export drop-down list, select the desired format
4. Depending on your browser settings, one of the following happens:
   
   • If your browser automatically saves files to a folder, the file is saved in that folder and you’ll need to open it to view the exported file
   • If your browser is configured to prompt you for the download location, you can specify which folder you want the exported file to be saved in
   • In the exported file, the transactions always appear in the current sort order on the Accounts Details page

1. In the Menu, click or tap Statements
2. In the Accounts drop-down list, select the account
3. In the Date drop-down list, select the cycle
4. In the Document Type drop-down list, select the file format
5. Click or tap Get Statement

1. In the Menu, click or tap Account Settings
2. In the Settings list, click or tap Manage Contact Information
3. Please Select Account Number(s) to Update; click or tap one or more account number next to the checkbox to include in the change
4. Make any needed changes to your contact information in the Personal Information and Contact Information fields
5. Click or tap Submit

1. In the Menu, click or tap Account Services
2. In the Account Services list, click or tap Reorder Checks
3. Click or tap the account to include in the reorder request
4. Click or tap the starting Check Number, and click or tap Save
5. Click or tap the number of boxes to order, and click or tap Save
6. Click or tap Send Request
7. On the Deluxe Check Order page, complete an order form and click or tap Submit

1. In the Menu, click or tap Account Services
2. In the Account Services list, click or tap Stop Payments
3. Select the appropriate account number from the drop-down menu
4. Click or tap either Single Check or Range of Checks depending on your situation
5. Enter all of the check information that you have for the stop payment
6. Review and select I agree to the terms of the stop payment disclosure checkbox
7. Click or tap Submit

Note: You may be charged a stop payment fee.