FirstMid 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	10
Logging Off	10
Resetting a Forgotten Password	11
Retrieve a Forgotten Username	13
Dashboard	14
Dashboard Overview	14
Accounts	16
Account Details Overview	16
Categorizing Transactions	18
Download Transactions	19
Account Analytics - Balance History	21
Account Analytics - Spending	22
Adding an External Account	23
Editing an External Account’s Credentials	25
Editing an External Account	26
Removing an External Account	27
Security	28
Protecting Your Information	28
General Guidelines	28
Login ID and Password	28
Fraud Prevention	28
Security Preferences	29
Change Username	29
Change Password	30
Two-Factor Authentication	31
Setting Up an Authentication App	33
Remembered Devices and Push Notification Devices	34
Message Center	35
Inbox	35
Sent	37
Compose Message	38
View and Reply	39
Alerts	40
Transactions	41
Make a Transfer (Mobile App)	41
Add an Account	42
Mobile App	42
Adding an Internal Account (Desktop)	43
Adding an External Account	45
Add an External Account Instantly	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
Activity	66
Zelle® Settings	67
Bill Pay	69
Enrollment	69
Overview	71
Creating a Biller	72
Known Company	72
Unknown Company	73
Person	74
Editing a Biller	75
Deleting a Biller	76
Enabling eBills	77
Paying eBills	78
Canceling eBills Service for a Biller	79
Scheduling Payments	80
Single Payments	80
Multiple Payments	81
Automatic Payments	83
Automatic Payments for eBills	85
Edit an Automatic Payments	86
Delete an Automatic Payments	88
Rush Delivery	90
Activity	91
Editing Pending Payments	92
Canceling Pending Payments	94
Creating a Reminder	96
Editing Reminders	98
Deleting Reminders	100
Settings	102
Profile	102
Contact Information	103
Accounts Overview	105
Nickname, Hide and Color Code an Account	106
Reorder Accounts	107
Applications	108
Snapshot	109
To Enable Snapshot	110
To Use Snapshot	111
Secure Forms	112
Message Center	113
eDocs and Notices	114
Enroll	114
View Statements	116
Services	117
Check Services	117
Stop Payment	117
Stop Payment History	119
Reorder Checks	119
Card Updater	120
Locations	122
Savvy Money	123
Enrolling in Savvy Money	123
Credit Score & Report	124
Loans & Offers	126
Alerts	127
Resources	128
Direct Deposit Switch	129
Direct Deposits	129
Financial Planning	131
Budgeting Tools	131
Spending	131
Bulk Categorize Transactions	132
Savings Goals	133
Edit a Savings Goals	135
Edit	136
Add Money to a Savings Goals	137

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