CrossFirst Bank Basic Business Guide

First page Table of contents Next page Last page

Getting Started	7
Logging In	7
Logging Off	7
Resetting a Forgotten Password	8
Home Page	10
Home Page Overview	10
Mobile Thumblinks	12
Account Details Overview	13
Quick Transfer	15
Account Nickname	16
Details & Settings	17
Account Grouping	18
Editing a Group Name	19
Deleting a Group	19
Security	20
Protecting Your Information	20
General Guidelines	20
User ID and Password	20
Fraud Prevention	20
Security Settings	21
Change Password	21
Change User ID	22
Mobile Security Preferences	23
Enabling Touch ID or Fingerprint Login	23
Secure Access Code	25
Enabling Passcode Authentication	26
Enabling Face ID	27
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	28
Apple® Watch	29
Apple® Watch Setup	29
Viewing Balances and Transactions	29
Alerts Overview	30
Account Alerts	31
History Alerts	32
Online Transaction Alerts	33
Reminders	34
Enabling and Disabling Push Notifications	35
Secure Message Overview	36
Sending a Secure Message	37
Transaction Types	38
Transfers and Payments Overview	38
Transactions	39
Transfer Money	39
Loan Payments	41
Activity Center Overview	43
Using Filters	44
Creating or Deleting Custom Views Using Favorites	44
Editing Transactions	45
Canceling Transactions	46
Business Bill Pay	47
Payments Overview	47
Creating a Payee Overview	47
Creating a Payee	48
Editing a Payee	50
Deactivating or Deleting a Payee	51
Scheduling a Single Payment	52
Scheduling Multiple Payments	53
Setting Up Auto-Pay	54
Editing a Payment	55
Deleting a Payment	56
Setting Up eBills	57
Canceling eBills	58
Setting Up Reminders	59
Editing a Reminder	60
Alerts	61
Creating a Report	62
Editing a Report	63
Deleting a Report	64
Editing a Funding Account	65
Creating a Category	66
Changing a Category Name	67
Deleting a Category	68
Account Services	69
Account Services Overview	69
Stop Payment Request	70
Single Check	70
Multiple Checks	71
Settings	72
Preference Overview	72
Manage Accounts	73
Online Document Preferences	74
Online Documents	75
Text Enrollment	76
Accessibility	78
Locations	79
Branches and ATMs	79
Business Services	80
Bill Payment Administration	80

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