FBW Connect User Guide - Retail Desktop

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Table of Contents Getting Started

User Enrollment.............................................................................................................6 New User................................................................................................................................. 6 Logging Off.............................................................................................................................. 7 Resetting a Forgotten Username................................................................................8 Resetting a Forgotten Password..................................................................................9 Transactions Page Transactions Page Overview......................................................................................10 Account Settings................................................................................................................... 12 Edit Nickname....................................................................................................................... 12 Hide Account......................................................................................................................... 13 Unhide Account.................................................................................................................... 13 Viewing and Printing a Transaction Image...............................................................14 Attaching an Image to a Transaction........................................................................15 Security Protecting Your Information......................................................................................16 General Guidelines............................................................................................................... 16 Login ID and Password........................................................................................................ 16 Fraud Prevention.................................................................................................................. 16 Alerts Overview............................................................................................................17 Edit Delivery Preferences.................................................................................................... 17 Editing Alerts................................................................................................................18 Account Alerts....................................................................................................................... 18 Security Alerts....................................................................................................................... 19 Message Overview......................................................................................................20 Sending a Secure Message.........................................................................................21 Transaction Types Moving Money Overview............................................................................................22 Transactions Transfers.......................................................................................................................24 Managing Transfers............................................................................................................. 26 Loan Transfers.............................................................................................................27 Managing Loan Transfers.................................................................................................... 29 Deposits........................................................................................................................30 Viewing Check Deposit History........................................................................................... 31 Customer to Customer...............................................................................................32 Adding a Payee..................................................................................................................... 32