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
Verifying a Personal External Account	50
Send Money with Zelle® Setup	51
Initial Setup	51
Adding a Recipient	52
Send Money with Zelle®	53
Request Money with Zelle®	55
Split Payment with Zelle®	56
Zelle® Settings	57
Activity Center Overview	58
Using Filters	59
Creating or Deleting Custom Views Using Favorites	60
Editing Transactions	61
Canceling Transactions	62
Stop Payments	63
Integrated Bill Pay	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
Advanced Bill Pay	73
Getting Started	73
Navigation	74
Pay Someone New	75
Schedule a Single Payment	78
Schedule Multi Payments	80
Set Up Auto-Pay	81
Edit an Auto-Payment	83
Turn off Auto-Payment	84
Edit Biller Details	85
Edit Biller Details	86
Quick Reference Panels Overview	87
Reports	88
Alert Preferences	89
Personal Financial Management	90
Initial Setup	90
Getting Started	90
Linking an Account	91
Unlinking an Account	92
Categorizing Transactions	93
Splitting a Transaction	94
Online Banking Home Page	95
Spending Overview	96
Spending: Recategorizing a Transaction	97
Budgets Overview	99
Auto-generated Budgets	100
Budgets From Scratch	100
Editing or Deleting a Budget	101
Managing Budgets	102
Trends Overview	103
Cash Flow Overview	104
Adding a Suggested Cash Event	105
Creating Your Own Cash Event	106
Editing, Deleting or Skipping a Cash Event	108
Net Worth Overview	109
Debts Overview	110
Financial Tool Settings	111
Services	112
Stop Payment Request	112
Single Check	112
Multiple Checks	113
Check Reorder	114
Mobile RDC Enrollment	116
Mobile Deposits	117
Statement Delivery	118
Settings	119
Apple® Watch	119
Apple® Watch Setup	119
Viewing Balances and Transactions	119
Profile	120
Account Preferences	121
Text Enrollment	122
Address Change Request	124
Themes	125
Accessibility	126
Locations	127
Branches and ATMs	127

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