Firefly Credit Union Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In - Desktop	9
Logging Off	9
Logging In - Mobile	10
Resetting A Forgotten Password	11
Home Page	13
Home Page Overview	13
Manual Accounts	14
Add a Manual Account	14
Edit a Manual Account	16
Delete a Manual Account	17
Account Details Overview	18
Quick Transfer	20
Account Grouping	21
Editing a Group Name	22
Deleting a Group	22
Security	23
Protecting Your Information	23
General Guidelines	23
Login ID and Password	23
Fraud Prevention	23
Security Preferences	24
Change Password	24
Change Login ID	25
Secure Delivery	26
Mobile Security Preferences	27
Enabling Touch ID or Fingerprint Login	27
Enabling Passcode Authentication	29
Disabling Passcode Authentication, Touch ID or Fingerprint Login	30
Enabling Face ID	31
Alerts Overview	32
Date Alerts	33
Account Alerts	34
History Alerts	35
Online Transaction Alerts	36
Security Alerts Overview	37
Edit Delivery Preferences	37
Secure Message Overview	38
Sending a Secure Message	39
Transaction Types	40
Moving Money Overview	40
Transactions	42
Make a Transfer	42
Firefly to Firefly	44
Linking to Someone’s Firefly Account	44
Single Transfers Between Firefly Accounts	45
Send Money Initial Set Up	46
Send Money	48
Send Money History Overview	50
Repeat a Send Money Transaction	51
Receiving Funds with Send Money	52
Manage Cards within Send Money Overview	53
Adding A Personal External Account	54
Verifying A Personal External Account	55
Loan Payments	56
Online Activity Overview	58
Using Filters	59
Creating or Deleting Custom Views Using Favorites	59
Canceling Transactions	60
Pay Bills	61
Payments Overview	61
Hiding or Unhiding Payees from Payment Screen	62
Creating a Payee Overview	63
Creating a Payee: Company	64
Creating a Payee: Person	66
Part 1 of 3: Choosing Payee and Payment Method	66
Part 2 of 3: Adding Payee Information	67
Part 3 of 3: One-Time Activation Code	68
Creating a Payee: Bank or Credit Union	69
Part 1 of 2: Entering Bank or Credit Union Information	69
Part 2 of 2: One-Time Activation Code	71
Editing a Payee	72
Deleting a Payee	73
Scheduling Payments	74
Recurring Payments	75
Editing Payments	76
Skipping Payments	77
Canceling Payments	78
Setting Up eBills	79
Viewing eBills	80
Adding an Account	81
Editing an Account	82
Deleting an Account	83
Editing Personal Information	84
Editing Alerts	85
Categories	86
Editing a Category	87
Changing a Payee’s Category	88
Deleting a Category	89
Personal Financial Management	90
Initial Setup	90
Linking an Account	90
Categorizing Transactions	91
Splitting a Transaction	92
Online Banking Home Page	93
Net Worth Overview	94
Budgets Overview	95
Editing or Deleting a Budget	96
Managing Budgets	97
Spending Overview	98
Spending: Recategorizing a Transaction	99
Trends Overview	101
Debts Overview	102
Services	103
Stop Payment Request	103
Single Check	103
Multiple Checks	106
Reordering Checks	109
View Documents	110
Text Enrollment	112
Additional Services	114
Manage Your Cards	115
CardSwap	115
Getting Started	115
Overview	117
Additional Services	118
Settings	119
Account Preferences	119
Update Contact Information	120
Themes and Languages	121
Security Preferences	122
Alerts	122
Help and Locations	123
Branches and ATMs	123
Additional Services	124

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