FirstMid Bank & Trust Personal Online & Mobile Banking User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.....................................................................................................................10 Logging Off ........................................................................................................................... 10 Resetting a Forgotten Password ...............................................................................11 Retrieve a Forgotten Username................................................................................13 Dashboard Dashboard Overview..................................................................................................14 Accounts 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 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