CrossFirst Bank Consumer Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Home Page	11
Home Page Overview	11
Mobile Thumblinks	13
External Accounts	14
Adding an Account	14
Manual Accounts	15
Adding a Manual Account	15
Editing a Manual Account	16
Deleting a Manual Account	17
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Details & Settings	22
Account Grouping	23
Editing a Group Name	24
Deleting a Group	24
Security	25
Protecting Your Information	25
General Guidelines	25
User ID and Password	25
Fraud Prevention	25
Security Settings	26
Change Password	26
Change User ID	27
Mobile Security Preferences	28
Enabling Touch ID or Fingerprint Login	28
Secure Access Code	29
Enabling Passcode Authentication	30
Enabling Face ID	31
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	32
Apple® Watch	33
Apple® Watch Setup	33
Viewing Balances and Transactions	33
Alerts Overview	34
Account Alerts	35
History Alerts	36
Online Transaction Alerts	37
Reminders	38
Enabling and Disabling Push Notifications	39
Secure Message Overview	40
Sending a Secure Message	41
Transaction Types	42
Transfers and Payments Overview	42
Transactions	44
Transfer Money	44
Client to Client Transfer	46
Linking a CrossFirst Bank Account	46
Single Transfers Between CrossFirst Bank Accounts	47
Send Money with Zelle® Setup	48
Initial Setup	48
Adding a Recipient	49
Send Money with Zelle®	50
Request Money with Zelle®	52
Split Payment with Zelle®	53
Zelle® Settings	54
Adding a Personal External Account	55
Verifying a Personal External Account	56
Loan Payments	57
Activity Center Overview	59
Using Filters	60
Creating or Deleting Custom Views Using Favorites	60
Editing Transactions	61
Canceling Transactions	62
Quick Bill Pay Overview Page	63
Payments Overview	64
Creating a Payee Overview	64
Creating a Payee	65
Editing a Payee	67
Deactivating or Deleting a Payee	68
Scheduling a Single Payment	69
Scheduling Multiple Payments	70
Setting Up Auto-Pay	71
Editing a Payment	72
Deleting a Payment	73
Setting Up eBills	74
Canceling eBills	75
Setting Up Reminders	76
Editing a Reminder	77
Alerts	78
Creating a Report	79
Editing a Report	80
Deleting a Report	81
Editing a Funding Account	82
Creating a Category	83
Changing a Category Name	84
Deleting a Category	85
Account Services Overview	86
Account Services	87
Stop Payment Request	87
Single Check	87
Multiple Checks	88
Manage External Accounts	89
Verify External Accounts	90
Check Reorder	91
Card Controls	92
Mobile Deposits	93
Preference Overview	94
Text Enrollment	96
Accessibility	98
Branches and ATMs	99

Made with FlippingBook Digital Publishing Software