Bank Forward Personal User Guide

Getting Started8
New User Enrollment8
Logging In9
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Account Summary Overview14
Manual Accounts15
Adding a Manual Account15
Editing a Manual Account17
Deleting a Manual Account18
Account Details Overview19
Quick Transfer21
Account Nickname22
Account Grouping23
Editing a Group Name24
Deleting a Group24
Security25
Protecting Your Information25
General Guidelines25
Login ID and Password25
Fraud Prevention25
Security Preferences26
Change Password26
Change Login ID27
Secure Delivery28
Mobile Security Preferences29
Enabling Touch ID or Fingerprint Login29
Enabling Passcode Authentication31
Disabling Passcode Authentication, Touch ID or Fingerprint Login32
Enabling Face ID33
Alerts Overview34
Account Alerts35
History Alerts36
Online Transaction Alerts37
Reminder38
Security Alerts Overview39
Edit Delivery Preferences39
Secure Message Overview40
Sending a Secure Message41
Transaction Types42
Moving Money Overview42
Transactions44
Transfers44
Loan Payments46
Customer Transfer48
Linking Someone’s Bank Forward Account48
Single Transfers Between Bank Forward Accounts49
FwdPay P2P Initial Setup50
FwdPay P2P52
FwdPay P2P History Overview54
Repeat a FwdPay P2P Transaction55
Receiving Funds with FwdPay P2P56
Manage Cards Overview57
Adding A Personal External Account58
Verifying A Personal External Account59
Manage Activity Overview60
Using Filters61
Creating or Deleting Custom Views Using Favorites61
Editing Transactions62
Canceling Transactions63
Bill Pay Express64
Bill Pay Overview64
Creating a Payee64
Editing a Payee66
Deleting a Payee67
Changing “Pay From” Accounts68
Making a Single Payment69
Paying Multiple Bills70
Payment Activity71
Cancel a Pending Payment72
Bill Pay Advanced73
Payments Overview73
Hiding or Unhiding Payees from Payment Screen74
Creating a Payee Overview75
Creating a Payee: Company76
Creating a Payee: Person78
Part 1 of 3: Choosing Payee and Payment Method78
Part 2 of 3: Adding Payee Information79
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code80
Editing a Payee81
Deleting a Payee82
Scheduling Payments83
Rush Delivery84
Recurring Payments86
Editing Payments87
Skipping Payments88
Canceling Payments89
Setting Up eBills90
Adding an Account91
Editing an Account92
Deleting an Account93
Editing Personal Information94
Editing Alerts95
Categories96
Editing a Category97
Deleting a Category98
Personal Financial Management99
Initial Setup99
Linking an Account99
Unlinking an Account100
Categorizing Transactions101
Splitting a Transaction102
Online Banking Home Page103
Spending Overview104
Spending: Recategorizing a Transaction105
Budgets Overview107
Auto-generated Budgets108
Budgets From Scratch108
Editing or Deleting a Budget109
Managing Budgets110
Trends Overview111
Cash Flow Overview112
Adding a Suggested Cash Event113
Creating Your Own Cash Event114
Editing, Deleting or Skipping a Cash Event116
Net Worth Overview117
Debts Overview118
Services119
Stop Payment Request119
Single Check119
Multiple Checks120
E-Statement Enrollment121
Card Control123
Settings124
Display Preferences124
Manage Profile125
Accessibility126
Locations127
Branches and ATMs127

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