First Independent Bank Online and Mobile Banking Personal Us

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Table of Contents

Getting Started 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 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 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