CrossFirst Bank Basic Business Guide

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Table of Contents Getting Started

Logging In.......................................................................................................................7 Logging Off ............................................................................................................................. 7 Resetting a Forgotten Password .................................................................................8 Home Page 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 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