First Mutual Bank Personal Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Logging In	11
Logging Off	11
Resetting a Forgotten Password	12
Home Page	14
Home Page Overview	14
Asset/Debt Summary Overview	16
Mobile Thumb Bar	17
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Details & Settings	22
Account Grouping	23
Editing a Group Name	24
Deleting a Group	24
Security	25
Protecting Your Information	25
General Guidelines	25
Username and Password	25
Fraud Prevention	25
Security Preferences	26
Change Password	26
Change Username	27
Secure Delivery	28
Mobile Security Preferences	29
Enabling Touch ID or Fingerprint Login	29
Enabling Face ID	31
Enabling Passcode Authentication	32
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	33
Apple® Watch	34
Apple® Watch Setup	34
Viewing Balances and Transactions	34
Alerts Overview	35
History Alerts	36
Online Transaction Alerts	37
Reminders	38
Security Alerts Overview	39
Editing Delivery Preferences	39
Enabling and Disabling Push Notifications	40
Secure Message Overview	41
Sending a Secure Message	42
Transaction Types	43
Moving Money Overview	43
Transactions	45
Transfer Funds	45
Loan Payments	47
Adding a Personal External Account	49
Instant Verification	49
Micro-Deposits	50
Verify an External Transfer Account	51
Manage External Transfer Accounts	53
Nickname External Transfer Accounts	53
Remove External Transfer Accounts	54
Customer to Customer	55
Linking Someone’s First Mutual Bank Account	55
Single Transfers Between First Mutual Bank Accounts	56
Manage Transactions Overview	57
Using Filters	58
Creating or Deleting Custom Views Using Favorites	59
Editing Transactions	60
Canceling Transactions	61
Bill Pay	62
Enrollment	62
Overview	64
Creating a Biller	65
Known Company	65
Unknown Company	66
Person	67
Editing a Biller	68
Deleting a Biller	69
Enabling eBills	70
Paying eBills	71
Canceling eBills Service for a Biller	72
Scheduling Payments	73
Single Payments	73
Multiple Payments	74
Automatic Payments	76
Automatic Payments for eBills	78
Edit an Automatic Payments	79
Delete an Automatic Payments	81
Rush Delivery	83
Activity	85
Editing Pending Payments	86
Canceling Pending Payments	88
Creating a Reminder	90
Editing Reminders	92
Deleting Reminders	94
Personal Finance Manager	96
Initial Setup	96
Linking an Account	96
Unlinking an Account	97
Categorizing Transactions	98
Splitting a Transaction	99
Online Banking Home Page	100
Spending Overview	101
Spending: Recategorizing a Transaction	102
Budgets Overview	104
Auto-generated Budgets	105
Budgets From Scratch	105
Editing or Deleting a Budget	106
Managing Budgets	107
Trends Overview	108
Cash Flow Overview	109
Adding a Suggested Cash Event	110
Creating Your Own Cash Event	111
Editing, Deleting or Skipping a Cash Event	113
Net Worth Overview	114
Debts Overview	115
Services	116
Stop Payment Request	116
Single Check	116
Multiple Checks	117
Credit Score and Report	118
Mobile Deposits	119
eStatements	120
Edit Delivery Options	121
Card Swap	122
Card Swap	122
Getting Started	122
Overview	124
Update Direct Deposits	125
Direct Deposits	125
Verifying a Direct Deposit Switch	127
My Cards	128
Card Management Overview	128
To Add a New Card	129
To Activate a Card	130
Card Lock/Unlock	131
Hide/Show Cards	132
Set Primary Device	133
Transaction Enrichment	134
Add a Card to a Digital Wallet	135
View Digital Card	137
Spend Insights	138
Card on File	139
Card Controls & Alerts	140
Locations	140
Merchant Types	142
Transation Types	143
Spend Limits	144
Alerts	145
Location Alerts	146
Merchant Alerts	147
Transaction Type Alerts	148
Spend Limit Alerts	149
Card Management Recent Transactions	150
Manage Travel Plans	151
Creating a Travel Plan	151
Editing a Travel Plan	153
Deleting a Travel Plan	154
Report Card Lost/Stolen	155
Settings	156
Address Management	156
Text Enrollment	158
Instant Balance	160
To Enable Instant Balance	160
To Use Instant Balance	161
Account Preferences	162
Accessibility	163

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