Did Ya Know?

1. Sign in to your Online Banking profile on a desktop or mobile device using our SBKC Mobile App. If you do not have an Online Banking profile set up, you can sign up for one below:
   
   Enroll for Online Banking (Opens in a new Window)
   
   
2. Once logged in, click on the account for the card you wish to lock or unlock.
   
   
3. Depending whether you are on the desktop or mobile app, your screen will look similar to these sample images.
   
   Desktop Users
   Navigate to the "Card Management" tile and click on the card you wish to Lock/Unlock.
   
   
   Mobile Users
   Tap on the "Card management" option in the list, and then select the card you wish to Lock/Unlock.
   
   
   
4. Alternatively, if you have enabled the "Card management" tile from the customize your dashboard guide, you can quickly Lock/Unlock any of your cards by clicking the slider button. It’s that simple!
   
   

What are Account Alerts?
Account Alerts are a way to monitor your accounts with notifications through text message, through our SBKC Mobile App, or even through your email. You can set up an alert to notify you when your account balance reaches a specified amount or when there is a debit/credit that is over a specified amount.

Why are Account Alerts helpful?
If you budget on a day-to-day basis, having an alert that notifies you that your balance has fallen below a specific amount could aid you in your budget. In addition to that, setting up alerts can help with preventing fraud. You can know within minutes that your card has been used if a debit has been posted that is over our specified amount. If you know that debit seems suspicious, you can check your mobile banking app to see what the charge is and catch any further transactions from happening by reporting the charge.

1. Sign in to your Online Banking profile on a desktop or mobile device using our SBKC Mobile App. If you do not have an Online Banking profile set up, you can sign up for one below:
   
   Enroll for Online Banking (Opens in a new Window)
   
   
2. Once logged in, click on the account you wish to set up an alert. 
   
   
   
3. Click on "Alert Preferences". Whether you are on desktop or our mobile app, your screen may look similar to the below sample images.
   
   For desktop users:
   
   
   For mobile users:
   
   
   
4. Select the category you wish to set up this alert for and click on "Add Alert".
   
   
   The Balance category will allow you to set up a notification when your account goes BELOW or ABOVE a specified amount. A notification will only be sent once there is activity in your account such as a debit or credit and your balance after said activity triggers the alert.
   
   The Transaction category will allow you to set up a notification when there is a DEBIT or CREDIT over a specified amount applied to your account. A notification will be sent when the specified amount is processing to your account AND when it is posted. You will receive two notifications for the same debit/credit alert.

What does it mean to add "tags" to your transactions?
Tagging a transaction is simple to do and allows you to better organize your finances all within our Online Banking system. Once you have applied a tag to the transaction, use the search function to search for a specific tag so you can easily see all tagged transactions. 

Why would you want to add tags your transactions?
Adding tags to your transactions will give you the ability to organize your account for budgeting purposes. Additionally, you can look at your spending habits and easily understand how your money is being spent depending on how well you manage your tagging system.

1. Sign in to your Online Banking profile on a desktop or mobile device using our SBKC Mobile App. If you do not have an Online Banking profile set up, you can sign up for one below:
   
   Enroll for Online Banking (Opens in a new Window)
   
   
2. Once logged in, select the account.
   
   
   
3. Select the transaction you want to apply a tag.
   
   
   
4. Click on "Add tags" to apply a tag to that transaction.
   
   
   
5. That's it! You've tagged your transaction! To search for tagged transactions, click on the search icon.
   
   
   Next, you will select the "Search and sorting options".
   
   
   
6. In the Advanced search pop-up, select the tag you want to search for by selecting "Any" under the Tags portion of this search feature.
   
   

What does combining your statements mean?
If you have multiple accounts with Security Bank of Kansas City, you can combine all of your monthly statements into one statement with all your account details/transactions included.

Why would you want to do that?
We charge a paper statement fee for every account. Combining all of your account paper statements into one monthly statement would save you money.

How do you set up combined statements?
To set up combined statements, you will need to contact us by phone or visit your nearest Banking Center. Contact us at (913) 281-3165 and speak to Customer Support.

What are Conversations?
Conversations is a way for you to send messages to a Personal Banker through your online banking portal. We respond to your messages within normal business hours of operations, and you can ask any question you may have regarding your account/future business with the bank.

Why would you want to use Conversations?
You can address concerns you have about your account with a Personal Banker and get answers you can depend on. Maybe you have a question about a transaction on one of your accounts, or you want to discuss the benefits of what your account offers.

1. Sign in to your Online Banking profile on a desktop or mobile device using our SBKC Mobile App. If you do not have an Online Banking profile set up, you can sign up for one below:
   
   Enroll for Online Banking (Opens in a new Window)
   
   
2. Once logged in, click on "Messages" option in the side menu bar.
   
   
   
3. Next, you will want to click on the "Start a conversation" button.
   
   
   
4. Simply type out your message and click the "Send" button to send your message to one of our online Personal Bankers.
   
   
   
5. Additionally, you can include an attachment to your conversation to aid your conversation by clicking on the " + " button to the left of the message box.
   
   
   Choose which type of item you want to add to the conversation.
   
   
   

Autobooks is an online accounting solution that helps our small business customers with electronic invoicing, online payment acceptance, invoice tracking, estimates, and small business accounting. Autobooks is designed specifically for small business owners that don't have time for complicated systems.

1. Click the “Send an Invoice” button located in the “Send Invoice / Get Paid” dashboard card.
   
   
   
   • If you do not have this card on your dashboard, scroll to the bottom of your dashboard and select the “Organize Dashboard” button.
     
     
     
   • Click the “+ Add a card” button.
     
     
     
   • Select the card to add it to your dashboard.
     
     
     
   • Go back to Step 1.
     
     
2. You will be directed to sign up for Autobooks the first time you click on the Autobooks card. Fill out the initial enrollment questions.
   
   
3. After inputting the enrollment information, select the account, and click "Accept Terms and Continue".
   
   Note: You will gain access to this platform once your application is processed and approved.

Once approved, you're ready to use Autobooks.

1. Click the “Send an Invoice” button from your Online Banking dashboard.
   
   
   
2. Under the “Invoices” tab, click on the “New invoice” button.
   
   
   
3. Fill out all the information that pertains to your invoice.
   
   
4. Type in the customer's email address and click "Done".
   
   

1. When you receive an invoice link from an Autobooks user, click on the invoice link. You will be directed to the Autobooks website. Click on "Pay invoice".
   
   
   
2. After reviewing, click the “Pay online” button and enter your payment information.
   
   

Be sure to save your payment receipt for future reference.

What is Digital Wallet?
You can set up your smart phone/smart watch to securely store your card's information and pay at millions of merchant locations that accept mobile payments. 

If you see the contactless card symbol you can pay with your Digital Wallet app.

Why Digital Wallet?
In addition to the convenience, digital wallets are considered more secure than cash and physical cards because they use encryption and tokenization to protect your financial information. They also offer additional layers of security, such as biometric authentication.

Download your compatible Digital Wallet app. Apple Wallet for Apple devices or Google Wallet for Android. Then follow these instructions.

1. Sign in to your Online Banking profile on a desktop or mobile device using our SBKC Mobile App. If you do not have an Online Banking profile set up, you can sign up for one below:
   
   Enroll for Online Banking (Opens in a new Window)
   
   
2. Once logged in, click on the account for the transaction and attach a receipt image.
   
   
   
3. Click on the transaction to add a receipt image.
   
   
   
4. Click on the " + " button under the section that says "Add images".
   
   
   
5. Take a photo of your receipt with your mobile device, or find the image you wish to attach on your PC.
   
   
   
6. When finished, you should see your photo attached to the transaction in the images section. You can add more images for this transaction if you wish by clicking the " + " button again and taking another photo.