Bank Forward Personal User Guide
First page
Table of contents
Next page
Last page
Getting Started
8
New User Enrollment
8
Logging In
9
Logging Off
9
Resetting A Forgotten Password
10
Home Page
12
Home Page Overview
12
Account Summary Overview
14
Manual Accounts
15
Adding a Manual Account
15
Editing a Manual Account
17
Deleting a Manual Account
18
Account Details Overview
19
Quick Transfer
21
Account Nickname
22
Account Grouping
23
Editing a Group Name
24
Deleting a Group
24
Security
25
Protecting Your Information
25
General Guidelines
25
Login ID and Password
25
Fraud Prevention
25
Security Preferences
26
Change Password
26
Change Login ID
27
Secure Delivery
28
Mobile Security Preferences
29
Enabling Touch ID or Fingerprint Login
29
Enabling Passcode Authentication
31
Disabling Passcode Authentication, Touch ID or Fingerprint Login
32
Enabling Face ID
33
Alerts Overview
34
Account Alerts
35
History Alerts
36
Online Transaction Alerts
37
Reminder
38
Security Alerts Overview
39
Edit Delivery Preferences
39
Secure Message Overview
40
Sending a Secure Message
41
Transaction Types
42
Moving Money Overview
42
Transactions
44
Transfers
44
Loan Payments
46
Customer Transfer
48
Linking Someone’s Bank Forward Account
48
Single Transfers Between Bank Forward Accounts
49
FwdPay P2P Initial Setup
50
FwdPay P2P
52
FwdPay P2P History Overview
54
Repeat a FwdPay P2P Transaction
55
Receiving Funds with FwdPay P2P
56
Manage Cards Overview
57
Adding A Personal External Account
58
Verifying A Personal External Account
59
Manage Activity Overview
60
Using Filters
61
Creating or Deleting Custom Views Using Favorites
61
Editing Transactions
62
Canceling Transactions
63
Bill Pay Express
64
Bill Pay Overview
64
Creating a Payee
64
Editing a Payee
66
Deleting a Payee
67
Changing “Pay From” Accounts
68
Making a Single Payment
69
Paying Multiple Bills
70
Payment Activity
71
Cancel a Pending Payment
72
Bill Pay Advanced
73
Payments Overview
73
Hiding or Unhiding Payees from Payment Screen
74
Creating a Payee Overview
75
Creating a Payee: Company
76
Creating a Payee: Person
78
Part 1 of 3: Choosing Payee and Payment Method
78
Part 2 of 3: Adding Payee Information
79
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code
80
Editing a Payee
81
Deleting a Payee
82
Scheduling Payments
83
Rush Delivery
84
Recurring Payments
86
Editing Payments
87
Skipping Payments
88
Canceling Payments
89
Setting Up eBills
90
Adding an Account
91
Editing an Account
92
Deleting an Account
93
Editing Personal Information
94
Editing Alerts
95
Categories
96
Editing a Category
97
Deleting a Category
98
Personal Financial Management
99
Initial Setup
99
Linking an Account
99
Unlinking an Account
100
Categorizing Transactions
101
Splitting a Transaction
102
Online Banking Home Page
103
Spending Overview
104
Spending: Recategorizing a Transaction
105
Budgets Overview
107
Auto-generated Budgets
108
Budgets From Scratch
108
Editing or Deleting a Budget
109
Managing Budgets
110
Trends Overview
111
Cash Flow Overview
112
Adding a Suggested Cash Event
113
Creating Your Own Cash Event
114
Editing, Deleting or Skipping a Cash Event
116
Net Worth Overview
117
Debts Overview
118
Services
119
Stop Payment Request
119
Single Check
119
Multiple Checks
120
E-Statement Enrollment
121
Card Control
123
Settings
124
Display Preferences
124
Manage Profile
125
Accessibility
126
Locations
127
Branches and ATMs
127
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