MyState Internet Banking User Guide
Contents
1. Session History SECURE MESSAGES INBOX Viewing messages you have sent to the Service Centre You can view all the messages you have sent to the Service Centre by clicking the Sent Messages button in your Inbox MyState Internet Banking User Manual 11 Pending Payments The Pending Payments section allows you to view payments that you have scheduled including Periodic Payments and BPAY transfers The section displays a list of all pending payments you have created If you have none a message will be displayed telling you that you currently have no pending payments For each pending payment in your list Internet Banking will display a summary of the payment its frequency and the date of the next payment You can sort the contents of the list by any of these columns by clicking on the column heading lf you have more payments than can be displayed on one page the paging controls for the list will appear You can move backwards and forwards through your list using these controls To change a pending payment or view more details about it simply click on the summary for that payment This will display the Payment Details page To return to the Pending Payment list click Cancel To delete a pending payment click Delete You will be prompted to confirm that this is what you want to do You can edit the amount description and schedule details of a pending payment However if you wish to change where2. Welcome to MyState Internet Banking The following links and information will help you make the most of your MyState Internet Banking Contents 03 Getting Started 04 Viewing Options 05 Accounts 06 Transactions 08 Transfer Money 10 BPAY 11 Secure Messages 12 Pending Payments 13 BPAY View 14 Manage Payees 15 Manage Billers 16 Manage Accounts 17 Manage Security 18 Session History Registered to Bray Pty Ltd ABN 67 079 137 518 MyState Internet Banking User Manual Getting Started How to register As a new MyState customer you will automatically be registered for Internet Banking To activate your Internet Banking account you will need to call our Service Centre on 138 001 Please make sure you re near your computer and have your customer number handy before you call The Service Centre consultant will provide you with a temporary password which you must use to login to Internet Banking within 20 minutes Upon login you will be prompted to change your password to a new unique password of your own choice Second level authentication for log n During your first login to Internet Banking you will also need to set up your personal icon authentication These personal icons are used as a Aen MyState Financial lejr Gy d Welcome to MyState Internet Banking word LOGIN SCREEN AAA MyState Financial gt Personal Icons Registration This system requires users to e enh
3. here to ensure you haven t made any errors If the New password and Confirm password values don t match you will be notified on screen and your access code will not be changed Personal Icons You can re configure your personal icons 2nd level authentication process by resetting your personal icon sequence Pending Payments F 2 3 gt 8 G Gj ice ae ip i au it sem PERSONAL ICONS MyState Internet Banking User Manual 17 Session History The Session History section allows you to view the actions you have performed in Internet Banking in the last 10 sessions including the current one Sessions are listed by the date and time the sessions started with the current session being MyState listed first Click on the next to any session to enden na une see the details of that session You can hide the ae details of any session by clicking on the next to Seon nn ame that session mammam Click the Print button to display your session nom nn history in a printer friendly format ns SESSION HISTORY MyState Internet Banking User Manual 18 MyState Internet Banking User Manual 19 MyState Bank Limited MyState ABN 89 067 729 195 AFSL 240896 Australian Credit Licence Number 240896 A wholly owned subsidiary of MyState Limited ABN 26 133 623 962 MyState Internet Banking User Manual v 1 3
4. only withdrawals or all transactions Date filter You can choose the date range when searching your transactions You can choose from a number of pre defined ranges or select For a specified range and enter the start date and end date yourself Amount Specify an amount range for the transactions you wish to view Description Specify a transaction description to search for Results per page You can specify the number of transactions you wish to see at a time The default value is 10 Sort You can specify the order you want your transactions presented in The default is Newest first AeA MyState Financial i Pending Payments Session History TRANSACTIONS PP REJECTION FEE AUD 30 00 AUD 10 00 PP REJECTION FEE AUD 30 00 AJD 40 00 701 2 10 2011 IBANK ELECTRONIC PP AUD 100 00 AUD 70 00 20 BANK ELECTRONIC PP AUO 900 00 AUO 170 00 TRANSACTION SEARCH RESULTS Once you have specified your search criteria click on the Search button The results will be displayed on the Transaction Search Result page The Transaction Search Result page displays your specified criteria and the results of your search If there is more than one page of results use the page controls to move through your transaction list Click the New Search button to return to the Transaction Search page and reset your search criteria MyState Internet Banking User Manual Transactions Click the Print or Export b
5. the payment is being paid from or where it is being paid to you must create a new payment from the Transfer Money or BPAY sections Manage Security Session History Press Er to modify Me details of Pe s PENDING PAYMENTS SUMMARY Clicking on the Cancel button in the Edit Transaction Details page will cancel the changes you have made to the pending payment It will not cancel the scheduled transaction itself To cancel a pending payment you must delete it using the Delete button You cannot add a new pending payment from this page You must use either the Transfer Money or BPAY sections to do this MyState Internet Banking User Manual 12 BPAY View The BPAY View section allows you to view and aes mr receive your bills online from participating BPAY billers Within BPAY view you will be able to see a MyState SSep 2100 11 37 You have no unread messages Meip Terms and Conditions FM s e BPAY View summary of your bills and their due date ee y y e Transfer Money BIN Summaries Bray View ft BPAY ven Secure Messages Ban oe wa Amon nae pn gt Pending Payments m ze on sant 7029 Manage Payees nun x Manage Biller er p tem u Manage Accounts Tamm Manage Security az Session History bas Legend een be vie oe e R maano e Press nie or Oe oerte fr vom re kamen anne ut Ej 4 7 Pa Aa an Or nuen Da es oltre ba me I ecer mr an Tom vn Ba iaar ute rum ve res BPAY VIEW MyState Int
6. will initially be visible You can use the page controls to move through your account list Clicking on the account name link will display the Transactions section so that you can view your transactions for each of your accounts Aen MyState Financial lt i gt MyState Welcome JOHN CITIZEN hast in OS You have no unread messages Help Terms and Conditions FL Transactions Accounts Transfer Money oot A 60145337 Savings Account Available 200 00 BPAY Secure Messages Account Number 60145337 Pending Payments Shan ame BPAY Vie Avadabie Balance 200 Manage Payee merest pass thes year 27 00 Manage B merest pad last year 3200 Manage Accounts eee MyState Financial lt gt TRANSACTIONS SECTION FOR AN ACCOUNT MyState Internet Banking User Manual Transactions The Transactions section allows you to view transactions for your accounts and print or export them to a range of formats If you are using the Multi View screen the Transactions section will initially display your five most recent transactions for the selected account Click on the Transaction Search button to maximise Multi View and display the Transaction Search criteria The Transaction Search criteria are also displayed when you access the Transactions section while using the Classic screen view Make sure you choose an account from the account drop down list before you search Transaction type You can choose to see only deposits
7. Continue Then select the relevant account to perform that function and click Continue to perform that function Change account name You can specify anew name for an account within Internet Banking Simply enter the new name and click Confirm Please note that this name is unique to your Internet Banking account and will not be used on your statements or Phone Banking service Activate a card You can activate a new card for your account through Internet Banking Enter the new card number and the expiry date and click Confirm Cheque presentation By selecting the account and entering the cheque number into the nominated field you will be able to view the date that the cheque was presented and the amount stated Pending Payments SELECT FUNCTION SELECT ACCOUNT MyState Internet Banking User Manual 16 Manage Security The Manage Security section allows you to change your password and personal icon authentication for Internet Banking Regularly changing your login details helps to maintain the security of your Internet Banking account Password Check the Password section for details on what is an allowable password To change your password enter the following information and click Submit Current password This is the password you used to login to your current Internet Banking session New password The password you wish to change to Confirm password You need to re enter your new password
8. anced security of the Personal icons system use To acess this system in future you will be required to authenticate through a special evel pass code displaye st click on your personal selection of three icons in the correct order before you will be al Registering for Personal icons To complete this process you must select three memorable icons from the available image categories to form a new pass code Please take special note of each icon that you select and the order mn ct them as you will be require je icons in the same order in order to awthi dui ese ic your pen Note that you may only select a single icon from any one category Once a category has been used in the pass code it will disappear from the available ca select from R again second level of security on your Internet Banking account After you have changed your password to one of your own choice you will be taken through a step by step process to activate this second level of security MyState Internet Banking User Manual 3 Viewing Options You can customise the appearance of your screen for Internet Banking using two viewing options Classic View and Multi View To switch between views simply click on the View Option icons in the top right hand corner of your Internet Banking screen Classic View Enables you to view one type of Internet Banking activity at a time for example your Account Balance Multi View Enables you to view multiple bank
9. ction allows you to maintain your Billers List which you use to make BPAY payments If you have no billers in your Billers List then a message will be displayed stating that Otherwise a list of billers will be displayed The Billers List displays the name of the biller the Biller Code Reference Number and any nicknames you have chosen for your billers To edit the details for a biller click on the biller name in the Billers List enter the revised details and click Save You can also choose to remove the biller from your list by clicking Delete To add a new biller to the list click the Add Biller button To add or edit a biller you must specify the Biller Code and Reference Number found on your paper bill You can also give your biller a nickname so you can easily identify them Welcome JOHN CITIZEN You last logged In 05 Sep 2100 11 37 AM nage Payees Session History Edit Biller Pending Payments o Press Save to update the details of the payee or Cancel to return to your lit of payees Press Delete to remove this payee from your bit himana aim m nage Accounts EDIT BILLERS MyState Internet Banking User Manual 15 Manage Accounts The Manage Accounts section allows you to perform some bas c maintenance functions on your accounts that are registered for Internet Banking Select what you want to do from the list of available maintenance functions Choose one and click
10. e to change the details Cancel to cancel the transfer completely and Confirm to proceed with the transfer If the transfer is processed successfully a receipt page will be displayed We recommend you save or print this page for your records Transferring money to a third party account The From Account list displays the accounts from which you can transfer money to a third party account The To list displays any payees you have saved in your Payee list You can select one of these to automatically display your payee s account name BSB account number and description Alternatively you can enter those fields manually Selecting the Use MyState s BSB 807009 option will automatically display MyState s BSB in the BSB field allowing you to transfer to another account within MyState Aen MyState Financial i Welcome JOHN CITIZEN You last logged in Accounts Transactions Pending Payments Session History TRANSFER TO A 3RD PARTY MyState Internet Banking User Manual Transfer Money If you have manually entered a payee s details you may select the Save these account details for later option to add the payee details to your payee list You can manage this list from the Manage Payees section Enter the amount of money you d like to transfer and click Continue You will then be asked to confirm the details of your transfer Click Change to change the details Cancel to ca
11. ernet Banking User Manual 13 Manage Payees The Manage Payees section allows you to maintain your Payees List which you use to make transfers to third parties If you have no payees in your Payees List then a message will be displayed stating that Otherwise a list of payees will be displayed Your Payees List displays the account name BSB account number and any description you have chosen for your payees To edit the details for a payee click on the payee account name in the Payees List enter the revised details and click Save You can also choose to remove the payee from your list by clicking Delete To add a new payee to your list click the Add Payee button To add or edit a payee you must specify the account name BSB and account number for the payee You can also enter a description for the payee so you can easily identify them eee MyState Financial lt si gt MyState You have no unread messages Meip Terms and Conditions FL Payees Displaying 3 of I payees Manage Payees Click on a payee above fo edt or delete Press Add Payee to add a new payee to your Ist Manage Bi MANAGE PAYEES Aen MyState Financial lt si gt come JOHN CITIZEN You last logged in 05 Sep 2100 11 37 AM You have no unread messages Mein Terms and Conditions FL Payees nsier Money EGR Pay EDIT PAYEE DETAILS MyState Internet Banking User Manual 14 Manage Billers The Manage Billers se
12. ing activities at a time for example your Account Balance Transactions and Pending Payments Using the Multi View option you can add delete move or expand the activity windows to suit your needs and preferences Click on the menu items on the left to add windows to your main working area Re arrange your working space by clicking and dragging activity windows to different areas of your screen You can expand or remove an activity window by clicking on the icons in the upper right hand corner of each window MyState Welcome JOHN CITIZEN You last Aen MyState Financial lt i gt ll MyState Welcome JOHN CITIZEN You last You have no unread messages Help Terms and Conditions FEB o o BPAY Vie o anage Pa nse anage Billers A Session Hist i Manage Payees i Manage Security o A i REARRANGING THE WINDOWS MyState Internet Banking User Manual Accounts The Accounts section displays a list of your accounts that are registered for Internet Banking You can see your account name account number balance and available balance To view any additional information about your account such as interest earned on a particular interest paying account click the information icon to the left of the account name Click on the account heading to sort your accounts by account name If you have more than 10 accounts registered for Internet Banking only the first 10 accounts
13. ncel the transfer completely or Confirm to proceed with the transfer If the transfer is processed successfully a receipt page will be displayed We recommend you save or print this page for your records Periodical Payments schedule You can choose to make your transfer now or later If you select Later you can set up a periodical payment and will be prompted for the following information Start date This is the date that you want the transfer to first be processed Frequency You can set up a periodical payment by selecting one of the options from this list Selecting Once will create a one off transfer on the start date Session History PERIODICAL PAYMENTS Until If you have selected a transfer option other than Once you must specify when you want the schedule to end Selecting Indefinitely will create a periodical payment that will continue indefinitely To select an end date for your transfer schedule select Specified Date End date Enter the date you wish the transfers to stop MyState Internet Banking User Manual BPAY The BPAY section allows you to pay bills from BPAY billers To pay a bill via BPAY click on the From Account list and select the account you wish to pay the bill from If you have previously saved the details of a biller to your Billers List you may select the biller from the To dropdown list This will automatically display the biller s Biller Code and Reference Number T
14. o enter a biller s details manually type in the Biller Code and the Reference Number which you ll find on your bill Check the Save these biller details for later option to add the biller to your Billers List Now select whether you wish to transfer money now or later Select No to submit the payment for processing immediately By selecting Later you can arrange a one off transfer at a date of your choice Or you can set up a periodical payment to be made indefinitely or for a limited period of your choice If you select Later the following fields will need to be completed Start date This is the date that you want the payment to first be processed Frequency You can set up a recurring BPAY payment by selecting one of the options from this list Selecting Once will create a one off payment on the start date Pending Payments Reference Number Session History BPAY Until If you have selected a frequency other than Once you must specify when you want the schedule to end Selecting Indefinitely will create a periodical payment that will continue indefinitely To select an end date for your payment select Specified Date End Date Enter the date you wish the payments to stop If you wish to start again click Cancel to reset the page Click Continue to review and confirm your payment details Now click Confirm to complete your payment Change to modify the payment details or Cancel or cancel the pa
15. utton to print or export 2 Du MyState Welcome JOHN C N your transactions Print selection You can choose to print the entire list of transactions from your search or just sensas Amount Range From AUD 0 00 To ANY the current page of transactions you are viewing ta Pare me SENSE Click the Print button to display your transactions i BRENNAN ej gr in a printer friendly format CT pa e Export selection You can export the entire ne list of transactions from your search or just select ne u the current page of transactions you are viewing PRINT amp EXPORT SEARCH RESULTS Choose from the selection of pre defined export formats then click on the Export button to download a file in the specified format that contains your selected transactions MyState Internet Banking User Manual 7 Transfer Money The Transfer Money section allows you to transfer funds between your accounts to other accounts within MyState and to accounts external to MyState Transferring money between your accounts The From Account list displays the accounts from which you can transfer money To transfer money simply select one of these accounts Based on your selection the To Account list will show those accounts that can have funds transferred into them from your selected From Account Enter the amount of money you d like to transfer and click Continue You will then be asked to confirm the details of your transfer Click Chang
16. yment If the payment is submitted successfully a receipt page will be displayed We recommend you save or print this page for your records MyState Internet Banking User Manual 10 Secure Messages The Secure Messages section allows you to send and receive secure messages to and from the MyState Service Centre You use it in much the same way as a regular email program Viewing messages you have received from the Service Centre If you have received a Secure Message from the Service Centre you will be notified by the flashing display in the top left hand corner of Internet Banking When you first enter the Secure Messages section your Inbox will be displayed showing any messages you have received from the Service Centre To view the details of a message click on the subject field You can delete messages by selecting them and clicking Delete You will be prompted to confirm that this is what you want to do before the messages are deleted Sending a new message to the Service Centre To send a new message to the Service Centre click New Message in your Inbox Enter a subject type your message and then click Send You ll receive confirmation that your message was sent Replying to a message from the Service Centre To reply to a message from the Service Centre view the message details and then click the Reply button Type your message and then click Send You ll receive confirmation that your message was sent
Download Pdf Manuals
Related Search