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
Push Notifications	38
Enabling Push Notifications During Device Setup	39
Editing Push Notifications	40
Secure Message Overview	41
Sending a Secure Message	42
Transactions	43
Transfers	43
Loan Payments	45
Customer Transfer	47
Linking Someone’s Bank Forward Account	47
Single Transfers Between Bank Forward Accounts	48
FwdPay P2P	49
Adding a Contact	49
Send a Payment	51
Edit a Pending Payment	53
Delete a Pending Payment	54
Settings	55
Edit a Contact	56
Delete a Contact	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	62
Editing Transactions	63
Canceling Transactions	64
Services	65
Stop Payment Request	65
Single Check	65
Multiple Checks	66
E-Statement Enrolllment	67
Switching an Account to E-Statement Delivery	68
Statements & Notices	69
Check Reorder	70
Mobile Deposits	71
Card Control	72
Settings	73
Manage Profile	73
Display Preferences	74
Accessibility	75
Locations	76
Branches and ATMs	76
Financial Tools	77
Initial Setup	77
Linking an Account	77
Unlinking an Account	78
Categorizing Transactions	79
Splitting a Transaction	80
Online Banking Home Page	81
Spending Overview	82
Spending: Transaction Details	83
Spending: Recategorizing a Transaction	84
Spending: Tagging a Transaction	86
Spending: Splitting a Transaction	87
Budgets Overview	88
Auto-generated Budgets	89
Budgets From Scratch	89
Editing or Deleting a Budget	90
Editing or Deleting a Sub-Budget	92
Trends Overview	93
Cash Flow Overview	94
Adding an Expense	95
Adding Income	96
Editing, Deleting or Skipping a Cash Event	97
Net Worth Overview	98
Debts Overview	99
Edit Annual Percentage Rate (APR) and Minimum Payment	100
Extra Payments	102
Bill Pay Express	103
Bill Pay Overview	103
Creating a Payee	103
Editing a Payee	105
Deleting a Payee	106
Making a Single Payment	107
Paying Multiple Bills	108
Payment Activity	109
Cancel a Pending Payment	110
Bill Pay Advanced	111
Bill Pay Advanced Overview	111
Hiding or Unhiding Payees from Payment Screen	113
Hide a Payee	113
Unhide a Payee	113
Creating a Payee Overview	114
Creating a Payee: Company	115
For a Known Payee	116
For an Unknown Payee	117
Creating a Payee: Person	118
Part 1 of 3: Choosing Payee and Payment Method	118
Part 2 of 3: Adding Payee Information	119
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	120
Editing a Payee	121
Deleting a Payee	122
Scheduling Payments	123
Rush Delivery	124
Recurring Payments	126
Editing Payments	128
Skipping Payments	130
Deleting Payments	131
Adding an Account	132
Editing an Account	133
Deleting an Account	134
Editing Alerts	135
Categories	136
Editing a Category	137
Deleting a Category	138

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