Blackhawk Bank Online Banking User Guide

Getting Started9
New User Enrollment9
Logging In10
Logging Off10
Resetting a Forgotten Password11
Dashboard12
Dashboard Overview12
Organize Dashboard14
Accounts Overview15
Account Details16
Account Settings18
Download Transactions19
Transaction Details20
Profile21
Security22
Protecting Your Information22
General Guidelines22
Login ID and Password22
Fraud Prevention22
Security Preferences23
Change Username23
Change Password24
Two-Factor Authentication25
Authenticator App27
Mobile Security Preferences29
Enabling Biometric Sign-In29
Changing Passcode Authentication31
Enabling Face ID32
Alerts33
Alerts Overview33
Balance Alerts33
Transaction Alerts34
Editing or Deleting Alerts35
User Alerts36
Transactions37
Transfers37
Adding an External Account38
Confirming an External Account39
Removing an External Account40
Making a Transfer41
Making a Loan Transfer42
Editing Transfers43
Deleting Transfers44
Send Money with Zelle®45
Setup45
Initial Setup45
Adding a Recipient46
Send Money with Zelle®47
Request Money with Zelle®49
Manage Payment Profiles50
Payments52
Payments Overview52
Adding a Payee53
Adding a Person53
Adding a Company55
Editing a Payee56
Deleting a Payee57
Payees58
Adding a Bill58
Making a Single Payment60
Paying a Bill60
Paying a Person62
Making Multiple Payments64
Paying Multiple Bills64
Paying Multiple People66
Payment Activity68
Editing a Pending Payment68
Deleting a Pending Payment70
Manage Payments72
Bill Pay Overview72
Hiding or Unhiding Payees from Payment Screen74
Hide a Payee74
Unhide a Payee74
Creating a Payee Overview75
Creating a Payee: Company76
For a Known Payee77
For an Unknown Payee78
Creating a Payee: Person79
Part 1 of 3: Choosing Payee and Payment Method79
Part 2 of 3: Adding Payee Information80
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code81
Editing a Payee82
Deleting a Payee83
Scheduling Payments84
Rush Delivery85
Recurring Payments87
Editing Payments89
Skipping Payments91
Deleting Payments92
Setting Up eBills93
Adding an Account94
Editing an Account95
Deleting an Account96
Editing Alerts97
Categories98
Editing a Category99
Deleting a Category100
GiftPay Overview101
Creating a Recipient: Gift Check102
Creating a Recipient: Donation104
Sending a Gift106
Sending a Donation108
Editing a Gift or Donation Recipient110
Deleting a Gift or Donation Recipient111
Editing a Pending Gift or Donation113
Deleting a Pending Gift or Donation115
Services117
Stop Payment Request117
Single Check117
Multiple Checks119
eStatements121
eStatements Enrollment121
Sign Up/Changes122
Viewing eStatements/Notices123
Changing Enrolled Accounts124
Email Settings125
Adding Additional Recipients126
Deposit Checks127
Enrollment127
Depositing a Check128
Conversation Overview130
Starting a Conversation131
Budgeting Tools132
Initial Setup132
Accessing Budgeting Tools132
Tagging Transactions134
Splitting a Transaction135
Budgeting Tools Dashboard136
Budgets Overview137
Adding Budgets138
Managing Budgets139
Cashflow Overview141
Cashflow Add Income142
Cashflow Add Bill143
Goals Overview144
Adding Goals145
Save for Goals145
Pay Off Goals146
Managing Goals147
Net Worth Overview148
Spending by Category Overview149
Autobooks150
Overview150
Send an Invoice151
Edit Invoice Draft153
Mark Invoice as Paid154
Copy Invoice155
Email Invoice157
Cancel Invoice158
Edit Recurring Schedule159
Pause Recurring Schedule161
Resume Recurring Schedule162
Cancel Recurring Schedule163
Export Invoices164
New Estimate165
Edit an Estimate167
Email an Estimate169
Create an Invoice from an Estimate170
Cancel an Estimate172
Export Estimates173
Add a Customer174
Import Customers175
Export Customers176
Edit a Customer177
Archive a Customer179
Invoice Balance Details181
New Product/Service182
Edit Product/Service183
Delete Product/Service185
Invoice Settings186
Edit Invoice Reminders and Fees187
Payments Overview189
Payment Form Settings190
Share Your Payment Form Link191
Email Your Payment Form Link192
Payments193
Refund a Payment194
Cancel a Payment195

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