Bank Forward Personal User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Logging Off ............................................................................................................................. 9 Resetting a Forgotten Password ...............................................................................10 Home Page 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 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