BankWest: User's Guide Online & Mobile Banking Personal Edition

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Mobile Banking	9
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Asset Summary Overview	15
Mobile Thumb Bar	16
Account Details Overview	17
Quick Transfer	19
Account Nickname	20
Details & Settings	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Login ID and Password	24
Fraud Prevention	24
Security Preferences	25
Change Password	25
Change Login ID	26
Secure Delivery	27
Mobile Security Preferences	28
Enabling Touch ID or Fingerprint Login	28
Enabling Passcode Authentication	30
Disabling Passcode Authentication, Touch ID or Fingerprint Login	31
Enabling Face ID	32
Alerts Overview	33
Account Alerts	34
History Alerts	35
Online Transaction Alerts	36
Reminders	37
Security Alerts Overview	38
Editing Delivery Preferences	38
Enabling and Disabling Push Notifications	39
Secure Message Overview	40
Sending a Secure Message	41
Q2 Patrol	42
Transaction Types	43
Moving Money Overview	43
Transactions	45
Funds Transfer	45
Loan Payment	47
Adding a Personal External Account	49
Instant Verification	49
Micro-Deposits	50
Verify an External Transfer Account with Micro-Deposits	51
Manage External Transfer Accounts	53
Nickname External Transfer Accounts	53
Remove External Transfer Accounts	54
Send Money with Zelle® Setup	55
Initial Setup	55
Adding a Recipient	56
Send Money with Zelle®	57
Request Money with Zelle®	59
Split Payment with Zelle®	60
Zelle® Settings	61
Activity Center Overview	62
Using Filters	63
Creating or Deleting Custom Views Using Favorites	64
Editing Transactions	65
Canceling Transactions	66
Stop Payments	67
Integrated Bill Pay	68
Bill Pay Overview	68
Creating a Payee	68
Editing a Payee	70
Deleting a Payee	71
Changing “Pay From” Accounts	72
Making a Single Payment	73
Paying Multiple Bills	74
Payment Activity	75
Cancel a Pending Payment	76
Advanced Bill Pay	77
Getting Started	77
Navigation	78
Pay Someone New	79
Schedule a Single Payment	82
Schedule Multi Payments	84
Set Up Auto-Pay	85
Edit an Auto-Payment	87
Turn off Auto-Payment	88
Edit Biller Details	89
Edit Biller Details	90
Quick Reference Panels Overview	91
Reports	92
Alert Preferences	93
Personal Financial Management	94
Initial Setup	94
Getting Started	94
Linking an Account	95
Unlinking an Account	96
Categorizing Transactions	97
Splitting a Transaction	98
Online Banking Home Page	99
Spending Overview	100
Spending: Recategorizing a Transaction	101
Budgets Overview	103
Auto-generated Budgets	104
Budgets From Scratch	104
Editing or Deleting a Budget	105
Managing Budgets	106
Trends Overview	107
Cash Flow Overview	108
Adding a Suggested Cash Event	109
Creating Your Own Cash Event	110
Editing, Deleting or Skipping a Cash Event	112
Net Worth Overview	113
Debts Overview	114
Financial Tool Settings	115
Card Controls	116
Card Services Overview	116
Travel Notifications	117
Request a New Card	118
Report a Lost or Stolen Card	119
Enrolling a Card in Controls and Alerts	120
Card Controls	121
Spending	121
Transaction Types	123
Merchant Types	125
Card Alerts	127
Spending Alerts	127
Transaction Type Alerts	129
Merchant Type Alerts	131
Services	133
CardSwap	133
Getting Started	133
Overview	135
Stop Payment Request	136
Single Check	136
Multiple Checks	137
Check Reorder	138
Mobile RDC Enrollment	140
Mobile Deposits	141
Statement Delivery	142
Credit Score and Report	143
Direct Deposit Switch	144
Direct Deposits	144
Recurring Payments	146
Switch Cards	147
Existing Switches	148
Settings	149
Apple® Watch	149
Apple® Watch Setup	149
Viewing Balances and Transactions	149
Profile	150
Account Preferences	151
Text Enrollment	152
Address Change Request	154
Themes	155
Accessibility	156
Locations	157
Branches and ATMs	157

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