First Mid Bank & Trust Personal Online & Mobile Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
8
New User Enrollment
8
Logging In
9
Logging Off
9
Resetting a Forgotten Password
10
Retrieve a Forgotten Username
11
Dashboard
13
Dashboard Overview
13
Accounts
15
Account Details Overview
15
Categorizing Transactions
17
Download Transactions
18
Account Analytics - Balance History
20
Account Analytics - Spending
21
Adding an External Account
22
Editing an External Account’s Credentials
24
Editing an External Account
25
Removing an External Account
26
Security
27
Protecting Your Information
27
General Guidelines
27
Login ID and Password
27
Fraud Prevention
27
Security Preferences
28
Change Username
28
Change Password
29
Two-Factor Authentication
30
Remembered Devices
32
Message Center
33
Inbox
33
Sent
35
Compose Message
36
View and Reply
37
Alerts
38
Transactions
39
Make a Transfer (Mobile App)
39
Add an Account
40
Mobile App
40
Adding an Internal Account (Desktop)
41
Adding an External Account
43
Add an External Account Instantly
44
Add an External Account Manually
45
Confirm an External Account Manually
46
Make a Transfer
47
One-Time Transfers
47
Recurring Transfers
49
Scheduled Transfers
51
Editing Transfers
52
Deleting Transfers
53
Deleting Recurring Transfers Series
54
Transfer Activity
56
Deposit Check
57
Enrollment
57
Depositing a Check
58
Check Deposit History
59
Send Money with Zelle® Setup
60
Initial Setup
60
Adding a Recipient
61
Send Money with Zelle®
62
Request Money with Zelle®
64
Split Payment with Zelle®
65
Zelle® Settings
66
Bill Pay
67
Enrollment
67
Overview
69
Creating a Biller
70
Known Company
70
Unknown Company
71
Person
72
Editing a Biller
73
Deleting a Biller
74
Enabling eBills
75
Paying eBills
76
Canceling eBills Service for a Biller
77
Scheduling Payments
78
Single Payments
78
Multiple Payments
79
Automatic Payments
81
Automatic Payments for eBills
83
Edit an Automatic Payments
84
Delete an Automatic Payments
86
Rush Delivery
88
Activity
89
Editing Pending Payments
90
Canceling Pending Payments
92
Creating a Reminder
94
Editing Reminders
96
Deleting Reminders
98
Settings
100
Profile
100
Contact Information
101
Accounts Overview
103
Nickname, Hide and Color Code an Account
104
Reorder Accounts
105
Applications
106
Snapshot
107
To Enable Snapshot
108
To Use Snapshot
109
Secure Forms
110
Message Center
111
eDocs and Notices
112
Enroll
112
View Statements
114
Services
115
Check Services
115
Stop Payment
115
Stop Payment History
117
Reorder Checks
117
Card Updater
118
Locations
120
Savvy Money
121
Enrolling in Savvy Money
121
Credit Score & Report
122
Loans & Offers
124
Alerts
125
Resources
126
Direct Deposit Switch
127
Direct Deposits
127
Financial Planning
129
Budgeting Tools
129
Spending
129
Bulk Categorize Transactions
130
Savings Goals
131
Edit a Savings Goals
133
Edit
134
Add Money to a Savings Goals
135
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