Fidelity Bank Personal Online Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
9
New User Enrollment
9
Logging In
10
Logging Off
10
Unlock/Forgot Password
11
Retrieve a Forgotten User ID
12
Security
13
Password Security Check
13
General Guidelines
13
Login ID and Password
13
Fraud Prevention
13
Alerts
14
Enrolling in Alerts
14
Enable/Disable Alerts
15
Editing Alerts
16
Notifications Settings
17
Notifications History
18
Accounts
19
Account Summary
19
Account Details Overview
21
Edit Accounts View
23
Download Transactions
24
Credit Score
25
Enable Credit Score
25
Viewing Credit Score
25
Statements & Notices
26
Viewing Your Statements
26
Stop Payments
27
Written Check
27
Single Check or Range of Checks
28
Stop Payment History
29
WebConnect
30
WebConnect Overview
30
Open An Account
31
Online Account Opening Overview
31
Transfer & Pay
32
Internal Transfers & Loan Payments
32
External Transfers
34
Adding a Personal External Account
34
Verifying a Personal External Account
36
Deleting External Account
37
Making an External Account Transfer
38
Editing an External Account Transfer
40
Deleting an External Account Transfer
41
Transfer Activity
42
Editing Transfers
42
Canceling Transfers
44
Intrabank Accounts
45
Adding an Intrabank Transfer Account
45
Deleting an Intrabank Transfer Account
46
Bill Pay
47
Enrollment
47
Overview
49
Creating a Biller
50
Known Company
50
Unknown Company
51
Person
52
Editing a Biller
53
Deleting a Biller
54
Enabling eBills
55
Paying eBills
56
Canceling eBills Service for a Biller
57
Scheduling Payments
58
Single Payments
58
Multiple Payments
59
Automatic Payments
61
Automatic Payments for eBills
63
Edit Automatic Payments
64
Delete Automatic Payments
66
Rush Delivery
68
Activity
70
Editing Pending Payments
71
Canceling Pending Payments
73
Creating a Reminder
75
Editing Reminders
77
Deleting Reminders
79
Card Services
81
CardControl Overview
81
Manually Add a New Card
82
Activate a Card
83
Card Lock/Unlock
84
Hide/Show Cards
85
Set Primary Device
86
Add a Card to a Digital Wallet
87
Add a Card from CardControl
87
Add a Card to Your Wallet App
89
Make a Credit Card Payment
90
Transaction Enrichment
92
Card Details
93
View Digital Card
93
Spend Insights
94
Card on File
95
Card Controls & Alerts
96
Locations
96
Merchant Types
98
Transaction Types
99
Spend Limits
100
Alerts
101
Location Alerts
102
Merchant Alerts
103
Transaction Type Alerts
104
Spend Limit Alerts
105
CardControl Recent Transactions
106
Manage Travel Plans
107
Creating a Travel Plan
107
Editing a Travel Plan
109
Deleting a Travel Plan
110
Report Card Lost/Stolen
111
Set PIN
112
Zelle®
113
Send Money with Zelle® Setup
113
Initial Setup
113
Adding a Recipient
114
Send Money with Zelle®
115
Request Money with Zelle®
117
Split Payment with Zelle®
118
Editing a Pending Payment
119
Canceling Pending Activity
120
Zelle® Settings
121
My Finances
122
My Finances Overview
122
Wires
123
Adding a Domestic Wire Payee
123
Payee Information
123
Payee Financial Information
124
Intermediary Financial Institution (Optional)
125
Additional Intermediary Financial Institution (Optional)
126
Save Payee
126
Editing a Domestic Wire Payee
127
Deleting a Domestic Wire Payee
128
Initiating a Domestic Wire
129
Wire Activity Overview
131
Editing a Wire Transfer
132
Canceling a Wire Transfer
133
Profile
134
Profile Updates
134
Contact Information
134
Change Password
135
Stopped Numbers
136
Statement Preference
137
Tax Documents
138
Settings
139
Authorized Devices
139
Fast Balances Devices
140
Deleting a Device
140
Fast Balances Accounts
141
Authorized Apps
142
Accepted Disclosures
143
Messages Overview
144
Sending a Secure Message
145
Mobile Banking
146
Download Mobile Application
146
Mobile Deposits
147
Deposit History
148
Authorized Device Enrollment (Biometrics)
149
Enroll an Authorized Device
149
Unenroll an Authorized Device
149
Fast Balances
150
Adding a Device
150
Deleting a Device
150
Adding an Account
151
To Use Fast Balances
151
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