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

Made with FlippingBook - Online magazine maker