Bank Forward Personal User Guide

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Security Alerts Overview.............................................................................................39 Edit Delivery Preferences.................................................................................................... 39 Secure Message Overview. ........................................................................................40 Sending a Secure Message.........................................................................................41 Transaction Types Moving Money Overview............................................................................................42 Transactions 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 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