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

Getting Started8
New User Enrollment8
Mobile Banking9
Logging Off10
Resetting a Forgotten Password11
Home Page13
Home Page Overview13
Asset Summary Overview15
Mobile Thumb Bar16
Account Details Overview17
Quick Transfer19
Account Nickname20
Details & Settings21
Account Grouping22
Editing a Group Name23
Deleting a Group23
Security24
Protecting Your Information24
General Guidelines24
Login ID and Password24
Fraud Prevention24
Security Preferences25
Change Password25
Change Login ID26
Secure Delivery27
Mobile Security Preferences28
Enabling Touch ID or Fingerprint Login28
Enabling Passcode Authentication30
Disabling Passcode Authentication, Touch ID or Fingerprint Login31
Enabling Face ID32
Alerts Overview33
Account Alerts34
History Alerts35
Online Transaction Alerts36
Reminders37
Security Alerts Overview38
Editing Delivery Preferences38
Enabling and Disabling Push Notifications39
Secure Message Overview40
Sending a Secure Message41
Q2 Patrol42
Transaction Types43
Moving Money Overview43
Transactions45
Funds Transfer45
Loan Payment47
Adding a Personal External Account49
Instant Verification49
Micro-Deposits50
Verify an External Transfer Account with Micro-Deposits51
Manage External Transfer Accounts53
Nickname External Transfer Accounts53
Remove External Transfer Accounts54
Send Money with Zelle® Setup55
Initial Setup55
Adding a Recipient56
Send Money with Zelle®57
Request Money with Zelle®59
Split Payment with Zelle®60
Zelle® Settings61
Activity Center Overview62
Using Filters63
Creating or Deleting Custom Views Using Favorites64
Editing Transactions65
Canceling Transactions66
Stop Payments67
Integrated Bill Pay68
Bill Pay Overview68
Creating a Payee68
Editing a Payee70
Deleting a Payee71
Changing “Pay From” Accounts72
Making a Single Payment73
Paying Multiple Bills74
Payment Activity75
Cancel a Pending Payment76
Advanced Bill Pay77
Getting Started77
Navigation78
Pay Someone New79
Schedule a Single Payment82
Schedule Multi Payments84
Set Up Auto-Pay85
Edit an Auto-Payment87
Turn off Auto-Payment88
Edit Biller Details89
Edit Biller Details90
Quick Reference Panels Overview91
Reports92
Alert Preferences93
Personal Financial Management94
Initial Setup94
Getting Started94
Linking an Account95
Unlinking an Account96
Categorizing Transactions97
Splitting a Transaction98
Online Banking Home Page99
Spending Overview100
Spending: Recategorizing a Transaction101
Budgets Overview103
Auto-generated Budgets104
Budgets From Scratch104
Editing or Deleting a Budget105
Managing Budgets106
Trends Overview107
Cash Flow Overview108
Adding a Suggested Cash Event109
Creating Your Own Cash Event110
Editing, Deleting or Skipping a Cash Event112
Net Worth Overview113
Debts Overview114
Financial Tool Settings115
Services116
CardSwap116
Getting Started116
Overview118
Stop Payment Request119
Single Check119
Multiple Checks120
Check Reorder121
Mobile RDC Enrollment123
Mobile Deposits124
Statement Delivery125
Credit Score and Report126
Direct Deposit Switch127
Direct Deposits127
Recurring Payments129
Switch Cards130
Existing Switches131
Settings132
Apple® Watch132
Apple® Watch Setup132
Viewing Balances and Transactions132
Profile133
Account Preferences134
Text Enrollment135
Address Change Request137
Themes138
Accessibility139
Locations140
Branches and ATMs140

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