CrossFirst Bank Consumer Guide

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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 Transfers and Payments Overview...........................................................................42 Transactions 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