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

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Mobile Banking	11
Logging In	12
Logging Off	12
Retrieve a Forgotten Login ID	13
Resetting a Forgotten Password	14
Accounts	16
Home Page Overview	16
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Details & Settings	22
Manage Accounts	23
Overview	23
Manual Accounts	24
Adding a Manual Account	24
Editing a Manual Account	25
Deleting a Manual Account	26
Tagging an Account	27
Editing an Account Tag	28
Deleting an Account Tag	29
Security	30
Protecting Your Information	30
General Guidelines	30
Login ID and Password	30
Fraud Prevention	30
Security Preferences	31
Change Password	31
Change Login ID	32
Secure Delivery	33
Mobile Security Preferences	34
Enabling Biometrics	34
Enabling Passcode Authentication	36
Enabling Face ID	37
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	38
Alerts Overview	39
Account Alerts	40
History Alerts	41
Online Transaction Alerts	42
Security Alerts Overview	43
Editing Delivery Preferences	43
Enabling and Disabling Push Notifications	44
Secure Message Overview	45
Sending a Secure Message	46
Q2 Patrol	47
Transactions	48
Funds Transfer	48
Loan Payments	50
Add a Personal External Transfer Account	52
Instant Verification	52
Micro-Deposits	53
Verify an External Transfer Account with Micro-Deposits	54
Manage External Transfer Accounts	56
Nickname External Transfer Accounts	56
Remove External Transfer Accounts	57
Send Money with Zelle® Setup	58
Initial Setup	58
Adding a Recipient	59
Send Money with Zelle®	60
Send Money with Zelle® Limits	62
Request Money with Zelle®	63
Split Payment with Zelle®	64
Zelle® Activity	65
Zelle® Settings	66
Activity Center Overview	67
Using Filters	68
Creating or Deleting Custom Views Using Favorites	69
Editing Transactions	70
Canceling Transactions	71
Stop Payments	72
Integrated Bill Pay	73
Bill Pay Overview	73
Creating a Payee	73
Editing a Payee	75
Deleting a Payee	76
Changing “Pay From” Accounts	77
Making a Single Payment	78
Paying Multiple Bills	79
Payment Activity	80
Cancel a Pending Payment	81
Advanced Bill Pay	82
Getting Started	82
Navigation	83
Pay Someone New	84
Schedule a Single Payment	87
Schedule Multi Payments	89
Set Up Auto-Pay	90
Edit an Auto-Payment	92
Turn off Auto-Payment	93
Edit Biller Details	94
Edit Biller Details	95
Quick Reference Panels Overview	96
Reports	97
Alert Preferences	98
Personal Financial Management	99
PFM Initial Setup	99
Enrolling in PFM	99
Linking an Account	100
Unlinking an Account	101
Categorizing Transactions	102
Splitting a Transaction	103
Online Banking Home Page	104
Spending Overview	105
Spending: Transaction Details	106
Spending: Recategorizing a Transaction	107
Spending: Tagging a Transaction	109
Spending: Splitting a Transaction	110
Budgets Overview	111
Auto-generated Budgets	112
Budgets From Scratch	112
Editing or Deleting a Budget	113
Editing or Deleting a Sub-Budget	115
Trends Overview	116
Cash Flow Overview	117
Adding an Expense	118
Adding Income	119
Editing, Deleting or Skipping a Cash Event	120
Net Worth Overview	121
Debts Overview	122
Edit Annual Percentage Rate (APR) and Minimum Payment	123
Extra Payments	125
Financial Tool Settings	126
Card Controls	127
Card Services Overview	127
Travel Notifications	128
Request a New Card	129
Report a Lost or Stolen Card	130
Enrolling a Card in Controls and Alerts	131
Card Controls	132
Spending	132
Transaction Types	134
Merchant Types	136
Card Alerts	138
Spending Alerts	138
Transaction Type Alerts	140
Merchant Type Alerts	142
Services and Statements	144
CardSwap	144
Getting Started	144
Overview	146
Check Reorder	147
Stop Payment Request	148
Single Check	148
Multiple Checks	149
Mobile RDC Enrollment	150
Mobile Deposits	151
Statements	152
Statements	153
eDocuments	155
PDF Verification	155
eStatements	156
eNotices	157
Tax Documents	158
Credit Score and Report	159
Direct Deposit Switch	160
Direct Deposits	160
Recurring Payments	162
Settings	164
Apple Watch®	164
Apple Watch® Setup	164
Viewing Balances and Transactions	164
Profile	165
Text Enrollment	166
Update Contact Details	167
Statement Delivery	168
eDocument Preferences	169
PDF Verification	169
eStatements and eNotices	170
Themes	171
Accessibility	172
Locations	173
Branches and ATMs	173

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