CrossFirst Bank Consumer Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................7 Logging In.......................................................................................................................8 Logging Off ............................................................................................................................. 8 Resetting a Forgotten Password .................................................................................9 Home Page 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 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