First Independent Bank Online and Mobile Banking Personal Us
First page
Table of contents
Next page
Last page
Getting Started
3
New User Enrollment
8
Desktop
8
Mobile
9
Logging In
10
Multi-Factor Authentication
12
Logging Off
13
Duo Mobile
14
Resetting a Forgotten Password
16
Retrieve a Forgotten Username
17
Accounts
18
Dashboard Overview
18
Account Details Overview
20
Transaction Details
22
Adding a New Account
24
Adding an Account to My Money
25
Adding an External Account
26
Transaction Challenge
28
Removing an External Account
29
Organize Dashboard
30
Reorder Accounts
30
Rename Accounts
31
Hide/Unhide Accounts
32
Hide/Unhide Dashboard Tiles
33
App Appearance
34
Favorite Payees
35
Selecting Favorite Payees
35
Financial View
36
Initial Setup
36
Tagging Transactions
37
Splitting a Transaction
39
My Money Dashboard
41
Spending by Category
42
Budget
44
Adding Budgets
45
Managing Budgets
46
Add a Budget Alert
48
Cashflow Overview
49
Add a Bill or Income
50
Configure Accounts
51
Bills and Income
52
Net Worth
53
Add an Unlinked Asset or Debt
54
Goals
55
Adding Goals
56
Save for Goals
56
Pay Off Goals
57
Add a Goal Alert
58
Managing Goals
59
Security
60
Protecting Your Information
60
General Guidelines
60
Sign In ID and Password
60
Fraud Prevention
60
Sign In Settings
61
Change Username
61
Change Password
62
Change Security Questions
63
Recent Logins
64
Mobile Security Preferences
65
Enabling FaceID
65
Auto-Login
66
Alerts
67
Alerts Overview
67
Custom Alerts
68
Bill Pay Alerts
69
Security Alerts
70
My Money Alerts
71
Turning Alerts On and Off
72
Editing or Deleting Alerts
73
Previous Alerts
74
Move Money
75
Move Money Overview
75
Bill Pay Enrollment
76
Adding a Payee
78
Bill Pay Payee - Company
78
Bill Pay Payee - Individual
80
Favoriting a Payee
83
Editing a Payee
84
Deleting a Payee
85
New Transaction
86
Transferring Money Between Your Accounts
86
Making a Loan Payment
89
Making a Bill Pay Payment
92
Editing Transfers/Payments
95
Skip Transfers/Payments
96
Deleting Transfers/Payments
97
Deposit Checks
98
Remote Deposit
98
Reports
99
Creating a New Report
99
Running an Existing Report
100
Editing a Report
101
Deleting a Report
102
Services
103
Locations
103
Secure Message Overview
104
Sending a Secure Message
105
Submit a Form
106
Documents
107
Document Enrollment
107
Viewing Documents
108
Settings
109
Contact Settings
109
Adding a New Phone
109
Editing a Phone
110
Deleting a Phone
111
Editing an Email Address
112
Sub-Users
113
Sub-Users Overview
113
Sub-User Overview
114
Adding a New Sub-User
115
Editing a Sub-User
117
Part 1: Editing Sub-User Access
118
Part 2: Editing Sub-User Limits
119
Deleting a Sub-User
121
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