1st SouthWest Bank Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Dashboard	10
Dashboard Overview	10
Organize Dashboard	12
Accounts	13
Accounts Overview	13
Account Details	14
Account Settings	16
Download Transactions	17
Transaction Details	18
Removing a Transaction Tag	19
Open a New Account	20
Security	22
Protecting Your Information	22
General Guidelines	22
Login ID and Password	22
Fraud Prevention	22
Security Preferences	23
Change Username	23
Change Password	24
Passkey Sign In	25
Connected Apps (Desktop Only)	26
Direct Connect (Desktop Only)	26
Two-Factor Authentication	27
Mobile Security Preferences	30
Enabling Biometric Sign-In	30
Changing Passcode Authentication	32
Enabling Face ID	33
Alerts	34
Alerts Overview	34
Balance Alerts	34
Transaction Alerts	35
Editing or Deleting Alerts	36
User Alerts	37
Mobile Notifications	38
Transactions	39
Transfers	39
Adding an External Account	40
Confirming an External Account	41
Removing an External Account	42
Making a Transfer	43
Making a Loan Transfer	44
Editing Transfers	45
Deleting Transfers	46
Send Money with Zelle®	47
Setup	47
Initial Setup	47
Adding a Recipient	48
Send Money with Zelle®	49
Request Money with Zelle®	51
Manage Payment Profiles	52
Bill Pay	54
Bill pay Overview	54
Adding a Payee	55
Adding a Person	55
Adding a Company	57
Editing a Payee	58
Deleting a Payee	59
Payees	60
Adding a Bill	60
Making a Single Payment	62
Paying a Bill	62
Paying a Person	64
Making Multiple Payments	66
Paying Multiple Bills	66
Paying Multiple People	68
Payment Activity	70
Editing a Pending Payment	70
Deleting a Pending Payment	72
Services	74
Stop Payment Request	74
Single Check	74
Multiple Checks	76
Documents	78
Documents Enrollment	78
Viewing eStatements/Notices	80
Changing Enrolled Accounts	81
Email Settings	82
Adding Additional Recipients	83
Deposit Checks	84
Enrollment	84
Depositing a Check	85
Conversation Overview	87
Starting a Conversation	88
Check Reorder	89
Spending Habits	90
Initial Setup	90
Tagging Transactions	92
Splitting a Transaction	93
Spending Habits Dashboard	95
Spending by Category	96
Budget	98
Adding Budgets	99
Managing Budgets	100
Add a Budget Alert	102
Cashflow Overview	103
Add a Bill or Income	104
Net Worth	105
Add an Unlinked Asset or Debt	106
Goals	107
Adding Goals	108
Save for Goals	108
Pay Off Goals	109
Add a Goal Alert	110
Managing Goals	111
Settings	112
Profile	112

Made with FlippingBook - professional solution for displaying marketing and sales documents online