A Quick and Easy Guide to Online Banking ibt

First page Table of contents Next page Last page
Getting Started7
New User Enrollment7
Logging In9
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Asset Summary Overview14
Account Details Overview15
Quick Transfer17
Account Grouping18
Editing a Group Name19
Deleting a Group19
Security20
Protecting Your Information20
General Guidelines20
Login ID and Password20
Fraud Prevention20
Security Preferences21
Change Password21
Change Login ID22
Secure Delivery23
Mobile Security Preferences24
Enabling Touch ID or Fingerprint Login24
Enabling Passcode Authentication26
Disabling Passcode Authentication, Touch ID or Fingerprint Login27
Alerts Overview28
Date Alerts29
Account Alerts30
History Alerts31
Online Transaction Alerts32
Security Alerts Overview33
Edit Delivery Preferences33
Secure Message Overview34
Sending a Secure Message35
Transaction Types36
Moving Money Overview36
Transactions38
Transfer Funds38
Pay a Person Initial Set Up40
Pay a Person42
Pay a Person History Overview44
Repeat a Pay a Person Transaction45
Receiving Funds with Pay a Person46
Manage Cards Overview47
Adding A Personal External Account48
Verifying A Personal External Account49
Loan Payments50
Activity Center Overview52
Using Filters53
Creating or Deleting Custom Views Using Favorites53
Canceling Transactions54
Bill Payment55
Payments Overview55
Hiding or Unhiding Payees from Payment Screen56
Creating a Payee Overview57
Creating a Payee: Company58
Creating a Payee: Person60
Part 1 of 3: Choosing Payee and Payment Method60
Part 2 of 3: Adding Payee Information61
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code62
Creating a Payee: Bank or Credit Union63
Part 1 of 2: Entering Bank or Credit Union Information63
Part 2 of 2: One-Time Activation Code65
Editing a Payee66
Deleting a Payee67
Scheduling Payments68
Rush Delivery69
Recurring Payments71
Editing Payments72
Skipping Payments73
Canceling Payments74
Setting Up eBills75
Adding an Account76
Editing an Account77
Deleting an Account78
Editing Personal Information79
Editing Alerts80
Categories81
Editing a Category82
Deleting a Category83
eStatements84
eStatement Enrollment84
View eStatement85
Services86
Stop Payment Request86
Reordering Checks89
Savvy Money Management90
My Info92
Settings93
Account Preferences93
Text Enrollment94
Accessibility96
Locations97
Branches and ATMs97

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