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
Asset Summary Overview	14
Manual Accounts	15
Adding a Manual Account	15
Editing a Manual Account	16
Deleting a Manual Account	17
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Details & Settings	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
Enabling Face ID	32
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	33
Alerts Overview	34
Account Alerts	35
History Alerts	36
Online Transaction Alerts	37
Security Alerts Overview	38
Editing Delivery Preferences	38
Secure Message Overview	39
Sending a Secure Message	40
Transactions	41
Transfers	41
Loan Payments	43
Customer Transfer	45
Linking Someone’s Bank Forward Account	45
Single Transfers Between Bank Forward Accounts	46
FwdPay P2P	47
Adding a Contact	47
Send a Payment	49
Edit a Pending Payment	51
Delete a Pending Payment	52
Settings	53
Edit a Contact	54
Delete a Contact	55
Adding a Personal External Account	56
Verifying a Personal External Account	57
Manage Activity Overview	58
Using Filters	59
Creating or Deleting Custom Views Using Favorites	60
Editing Transactions	61
Canceling Transactions	62
Services	63
Stop Payment Request	63
Single Check	63
Multiple Checks	64
E-Statement Enrolllment	65
Switching an Account to E-Statement Delivery	66
Statements & Notices	67
Check Reorder	68
Mobile Deposits	69
Card Control	70
Settings	71
Manage Profile	71
Display Preferences	72
Accessibility	73
Locations	74
Branches and ATMs	74
Financial Tools	75
Initial Setup	75
Linking an Account	75
Unlinking an Account	76
Categorizing Transactions	77
Splitting a Transaction	78
Online Banking Home Page	79
Spending Overview	80
Spending: Recategorizing a Transaction	81
Budgets Overview	83
Auto-generated Budgets	84
Budgets From Scratch	84
Editing or Deleting a Budget	85
Managing Budgets	86
Trends Overview	87
Cash Flow Overview	88
Adding a Suggested Cash Event	89
Creating Your Own Cash Event	90
Editing, Deleting or Skipping a Cash Event	92
Net Worth Overview	93
Debts Overview	94
Bill Pay Express	95
Bill Pay Overview	95
Creating a Payee	95
Editing a Payee	97
Deleting a Payee	98
Making a Single Payment	99
Paying Multiple Bills	100
Payment Activity	101
Cancel a Pending Payment	102
Bill Pay Advanced	103
Bill Pay Advanced Overview	103
Hiding or Unhiding Payees from Payment Screen	105
Hide a Payee	105
Unhide a Payee	105
Creating a Payee Overview	106
Creating a Payee: Company	107
For a Known Payee	108
For an Unknown Payee	109
Creating a Payee: Person	110
Part 1 of 3: Choosing Payee and Payment Method	110
Part 2 of 3: Adding Payee Information	111
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	112
Editing a Payee	113
Deleting a Payee	114
Scheduling Payments	115
Rush Delivery	116
Recurring Payments	118
Editing Payments	120
Skipping Payments	122
Deleting Payments	123
Adding an Account	124
Editing an Account	125
Deleting an Account	126
Editing Alerts	127
Categories	128
Editing a Category	129
Deleting a Category	130
GiftPay Overview	131
Creating a Recipient: Gift Check	132
Creating a Recipient: Donation	134
Sending a Gift	136
Sending a Donation	138
Editing a Gift or Donation Recipient	140
Deleting a Gift or Donation Recipient	141
Editing a Pending Gift or Donation	143
Deleting a Pending Gift or Donation	145

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