FCB Heartland Personal Online Banking User Guide

Getting Started9
Digital Banking System Requirements9
Browser (Desktop & Mobile)9
Mobile Device (App)9
Mobile Remote Deposit Capture9
New User Enrollment10
Logging In11
Logging Off11
Resetting a Forgotten Password12
Retrieve a Forgotten Username13
Password Security Check14
Dashboard Overview15
Account Details Overview16
Transaction Details18
Adding a New Account20
Adding an External Account21
Removing an External Account23
Opening a New Account24
Organize Dashboard26
Reorder Accounts26
Rename Accounts27
Hide/Unhide Accounts28
App Appearance29
Quick Pay30
Selecting Favorite Payees30
Person to Person31
Bill Pay33
External Account35
Monthly Activity37
Protecting Your Information38
General Guidelines38
Login ID and Password38
Fraud Prevention38
Login Settings39
Change Username39
Change Password40
Change Security Questions41
Recent Logins42
Mobile Security Preferences43
Enabling Biometric Sign-In43
Enabling PIN Login44
Alerts Overview46
Custom Alerts47
Bill Pay Alerts48
Security Alerts49
Turning Alerts On and Off50
Editing or Deleting Alerts51
Previous Alerts52
Move Money53
Move Money Overview53
Bill Pay Enrollment54
Adding a Payee56
Person to Person Payee56
Bill Pay Payee - Company58
Bill Pay Payee - Individual60
Favoriting a Payee63
Editing a Payee64
Deleting a Payee65
New Transaction66
Transferring Money Between Your Accounts66
Making a Loan Payment68
Transferring Money to Another Person (P2P)70
Making a Bill Pay Payment72
Editing Transfers/Payments74
Skip Transfers/Payments75
Deleting Transfers/Payments76
Deposit Checks77
Remote Deposit77
Manage Cards78
Turn Card On or Off78
Card Name79
Card Alert80
Temporary Spending Limit Increase81
Change PIN82
Report Lost or Stolen Card83
Travel Notification84
Enable Automatic On/Off86
Creating a New Report88
Account Activity Report88
Sub-User Account Access Report89
Running an Existing Report90
Editing a Report91
Deleting a Report92
Send an Invoice94
Edit Invoice Draft96
Mark Invoice as Paid97
Copy Invoice98
Email Invoice100
Cancel Invoice101
Edit Recurring Schedule102
Pause Recurring Schedule104
Resume Recurring Schedule105
Cancel Recurring Schedule106
Export Invoices107
New Estimate108
Edit an Estimate110
Email an Estimate112
Create an Invoice from an Estimate113
Cancel an Estimate115
Export Estimates116
Add a Customer117
Import Customers118
Export Customers119
Edit a Customer120
Archive a Customer122
Invoice Balance Details124
New Product/Service125
Edit Product/Service126
Delete Product/Service128
Invoice Settings129
Edit Invoice Reminders and Fees130
Payment Form Settings132
Share Your Payment Form Link133
Email Your Payment Form Link134
Refund a Payment136
Cancel a Payment137
Create a New Vendor138
Import Vendors141
Edit Vendor142
Archive Vendor143
New Vendor Invoice144
Pay Vendor Invoice146
Cancel Vendor Invoice149
Administrator Profiles153
Secure Message Overview155
Sending a Secure Message156
Submit a Form157
Statements Enrollment158
Viewing Statements159
Viewing Tax Forms160
Viewing Notices161
Stop Payment162
Single Check162
Multiple Checks164
Contact Settings168
Adding a New Phone168
Editing a Phone169
Deleting a Phone170
Editing an Email Address171
Sub-Users Overview172
Sub-User Overview173
Adding a New Sub-User174
Editing a Sub-User176
Part 1: Editing Sub-User Access177
Part 2: Editing Sub-User Limits178
Deleting a Sub-User179

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