1st SouthWest Bank Online Banking User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................7 Logging In.......................................................................................................................8 Logging Off ............................................................................................................................. 8 Resetting a Forgotten Password .................................................................................9 Dashboard Dashboard Overview..................................................................................................10 Organize Dashboard ..................................................................................................12 Accounts 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 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 Alerts Overview ...........................................................................................................34 Balance Alerts....................................................................................................................... 34 Transaction Alerts................................................................................................................ 35