Community First Bank Your Online Banking eGuide

Getting Started7
New User Enrollment7
Logging Off9
Resetting a Forgotten Password10
Home Page12
Home Page Overview12
Asset Summary Overview14
Account Details Overview15
Quick Transfer17
Account Nickname18
Account Grouping19
Editing a Group Name20
Deleting a Group20
Protecting Your Information21
General Guidelines21
Login ID and Password21
Fraud Prevention21
Security Preferences22
Change Password22
Change Login ID23
Secure Delivery24
Mobile Security Preferences25
Enabling Touch ID or Fingerprint Login25
Enabling Passcode Authentication27
Enabling Face ID28
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login29
Apple® Watch30
Apple® Watch Setup30
Viewing Balances and Transactions30
Alerts Overview31
Account Alerts32
History Alerts33
Online Transaction Alerts34
Enabling and Disabling Push Notifications36
Secure Message Overview37
Sending a Secure Message38
Transaction Types39
Moving Money Overview39
Move Money41
Funds Transfer41
Adding a Personal External Account43
Verifying a Personal External Account44
Peer Transfer45
Linking Someone’s Community First Bank Account45
Single Transfers Between Community First Bank Accounts46
Loan Payment47
Activity Center Overview49
Using Filters50
Creating or Deleting Custom Views Using Favorites50
Editing Transactions51
Canceling Transactions52
Payments Overview53
Hiding or Unhiding Payees from Payment Screen54
Creating a Payee Overview55
Creating a Payee: Company56
Creating a Payee: Person58
Part 1 of 3: Choosing Payee and Payment Method58
Part 2 of 3: Adding Payee Information59
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code60
Editing a Payee61
Deleting a Payee62
Scheduling Payments63
Rush Delivery64
Recurring Payments66
Editing Payments67
Skipping Payments68
Canceling Payments69
Setting Up eBills70
Adding an Account71
Editing an Account72
Deleting an Account73
Editing Personal Information74
Editing Alerts75
Editing a Category77
Deleting a Category78
Financial Tools79
Initial Setup79
Linking an Account79
Unlinking an Account80
Categorizing Transactions81
Splitting a Transaction82
Online Banking Home Page83
Spending Overview84
Spending: Recategorizing a Transaction85
Budgets Overview87
Auto-generated Budgets88
Budgets From Scratch88
Editing or Deleting a Budget89
Managing Budgets90
Trends Overview91
Cash Flow Overview92
Adding a Suggested Cash Event93
Creating Your Own Cash Event94
Editing, Deleting, or Skipping a Cash Event96
Net Worth Overview97
Debts Overview98
Stop Payment Request99
Single Check99
Multiple Checks100
Check Reorder102
Mobile Deposits104
Quick Balance105
To Enable Quick Balance105
To Use Quick Balance106
Account Preferences107
Text Enrollment108
Address Change Request110
Statement Delivery111

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