Farmers Bank & Trust Digital Banking Guide

Getting Started3
New User Enrollment8
Logging In9
Multi-Factor Authentication11
Logging Off12
Duo Mobile13
Resetting a Forgotten Password15
Retrieve a Forgotten Username16
Password Security Check17
Accounts18
Dashboard Overview18
Account Details Overview20
Transaction Details22
Adding a New Account24
Adding an Account to MyMoneyStory25
Adding an External Account26
Removing an External Account28
Editing Favorite Accounts29
Organize Dashboard30
Reorder Accounts30
Rename Accounts31
Hide/Unhide Accounts32
Hide/Unhide Dashboard Tiles33
App Appearance34
Favorite Payees35
Selecting Favorite Payees35
MyMoneyStory36
Initial Setup36
Tagging Transactions37
Splitting a Transaction39
MyMoneyStory Dashboard41
Spending by Category42
Budget44
Adding Budgets45
Managing Budgets46
Add a Budget Alert48
Cashflow Overview49
Add a Bill or Income50
Configure Accounts51
Bills and Income52
Net Worth53
Add an Unlinked Asset or Debt54
Goals55
Adding Goals56
Save for Goals56
Pay Off Goals57
Add a Goal Alert58
Managing Goals59
Security60
Protecting Your Information60
General Guidelines60
Login ID and Password60
Fraud Prevention60
Login Settings61
Change Username61
Change Password62
Change Security Questions63
Recent Logins64
Mobile Security Preferences65
Enabling Biometric Sign-In65
Enabling FaceID66
Enabling PIN Login67
Alerts68
Alerts Overview68
Custom Alerts69
Bill Pay Alerts70
Security Alerts71
MyMoneyStory Alerts72
Turning Alerts On and Off73
Editing or Deleting Alerts74
Previous Alerts75
Move Money76
Move Money Overview76
Bill Pay Enrollment77
Adding a Payee79
Person to Person Payee79
Bill Pay Payee - Company81
Bill Pay Payee - Individual83
Favoriting a Payee86
Editing a Payee87
Deleting a Payee88
New Transaction89
Transferring Money Between Your Accounts89
Making a Loan Payment91
Transferring Money to Another Person (P2P)94
Making a Bill Pay Payment96
Editing Transfers/Payments98
Skip Transfers/Payments99
Deleting Transfers/Payments100
Deposit Checks101
Remote Deposit101
Manage Cards102
Turn Card On or Off102
Card Name103
Card Alert104
Temporary Spending Limit Increase105
Change PIN106
Report Lost or Stolen Card107
Travel Notification108
Enable Automatic On/Off110
Google Pay/Apple Pay112
Reports113
Creating a New Report113
Account Activity Report113
Sub-User Account Access Report114
Running an Existing Report115
Editing a Report116
Deleting a Report117
Services118
Locations118
Secure Message Overview119
Sending a Secure Message120
Submit a Form121
Documents122
Document Enrollment122
Viewing Documents123
Chat124
Stop Payment125
Single Check125
Multiple Checks127
ACH129
Settings132
Contact Settings132
Adding a New Phone132
Editing a Phone133
Deleting a Phone134
Editing an Email Address135
Sub-Users136
Sub-Users Overview136
Sub-User Overview137
Adding a New Sub-User138
Editing a Sub-User140
Part 1: Editing Sub-User Access141
Part 2: Editing Sub-User Limits142
Deleting a Sub-User143

Made with FlippingBook - professional solution for displaying marketing and sales documents online