FCB Heartland Personal Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	9
Digital Banking System Requirements	9
Browser (Desktop & Mobile)	9
Mobile Device (App)	9
Mobile Remote Deposit Capture	9
New User Enrollment	10
Logging In	11
Logging Off	11
Resetting a Forgotten Password	12
Retrieve a Forgotten Username	13
Password Security Check	14
Accounts	15
Dashboard Overview	15
Account Details Overview	16
Transaction Details	18
Adding a New Account	20
Adding an External Account	21
Removing an External Account	23
Opening a New Account	24
Organize Dashboard	26
Reorder Accounts	26
Rename Accounts	27
Hide/Unhide Accounts	28
App Appearance	29
Quick Pay	30
Selecting Favorite Payees	30
Person to Person	31
Bill Pay	33
External Account	35
Monthly Activity	37
Security	38
Protecting Your Information	38
General Guidelines	38
Login ID and Password	38
Fraud Prevention	38
Login Settings	39
Change Username	39
Change Password	40
Change Security Questions	41
Recent Logins	42
Mobile Security Preferences	43
Enabling Biometric Sign-In	43
Enabling PIN Login	44
Auto-Login	45
Alerts	46
Alerts Overview	46
Custom Alerts	47
Bill Pay Alerts	48
Security Alerts	49
Turning Alerts On and Off	50
Editing or Deleting Alerts	51
Previous Alerts	52
Move Money	53
Move Money Overview	53
Bill Pay Enrollment	54
Adding a Payee	56
Person to Person Payee	56
Bill Pay Payee - Company	58
Bill Pay Payee - Individual	60
Favoriting a Payee	63
Editing a Payee	64
Deleting a Payee	65
New Transaction	66
Transferring Money Between Your Accounts	66
Making a Loan Payment	68
Transferring Money to Another Person (P2P)	70
Making a Bill Pay Payment	72
Editing Transfers/Payments	74
Skip Transfers/Payments	75
Deleting Transfers/Payments	76
Deposit Checks	77
Remote Deposit	77
Manage Cards	78
Turn Card On or Off	78
Card Name	79
Card Alert	80
Temporary Spending Limit Increase	81
Change PIN	82
Report Lost or Stolen Card	83
Travel Notification	84
Enable Automatic On/Off	86
Reports	88
Creating a New Report	88
Account Activity Report	88
Sub-User Account Access Report	89
Running an Existing Report	90
Editing a Report	91
Deleting a Report	92
Autobooks	93
Overview	93
Send an Invoice	94
Edit Invoice Draft	96
Mark Invoice as Paid	97
Copy Invoice	98
Email Invoice	100
Cancel Invoice	101
Edit Recurring Schedule	102
Pause Recurring Schedule	104
Resume Recurring Schedule	105
Cancel Recurring Schedule	106
Export Invoices	107
New Estimate	108
Edit an Estimate	110
Email an Estimate	112
Create an Invoice from an Estimate	113
Cancel an Estimate	115
Export Estimates	116
Add a Customer	117
Import Customers	118
Export Customers	119
Edit a Customer	120
Archive a Customer	122
Invoice Balance Details	124
New Product/Service	125
Edit Product/Service	126
Delete Product/Service	128
Invoice Settings	129
Edit Invoice Reminders and Fees	130
Payment Form Settings	132
Share Your Payment Form Link	133
Email Your Payment Form Link	134
Payments	135
Refund a Payment	136
Cancel a Payment	137
Create a New Vendor	138
Individual	139
Company	140
Import Vendors	141
Edit Vendor	142
Archive Vendor	143
New Vendor Invoice	144
Pay Vendor Invoice	146
Cancel Vendor Invoice	149
Reports	150
Settings	151
Profile	151
Company	152
Administrator Profiles	153
Services	154
Locations	154
Secure Message Overview	155
Sending a Secure Message	156
Submit a Form	157
Documents	158
Statements Enrollment	158
Viewing Statements	159
Viewing Tax Forms	160
Viewing Notices	161
Stop Payment	162
Single Check	162
Multiple Checks	164
ACH	166
Settings	168
Contact Settings	168
Adding a New Phone	168
Editing a Phone	169
Deleting a Phone	170
Editing an Email Address	171
Sub-Users	172
Sub-Users Overview	172
Sub-User Overview	173
Adding a New Sub-User	174
Editing a Sub-User	176
Part 1: Editing Sub-User Access	177
Part 2: Editing Sub-User Limits	178
Deleting a Sub-User	179

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