Firstrust Bank Your Personal Guide to Online Banking

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
Home Page	12
Home Page Overview	12
Account Summary Overview	14
Account Details Overview	15
Quick Transfer	17
Account Nickname	18
Account Grouping	19
Editing a Group Name	20
Deleting a Group	20
Security	21
Protecting Your Information	21
General Guidelines	21
Login ID and Password	21
Fraud Prevention	21
Security Preferences	22
Change Password	22
Change Login ID	23
Secure Delivery	24
Mobile Security Preferences	25
Enabling Touch ID or Fingerprint Login	25
Enabling Passcode Authentication	27
Disabling Passcode Authentication, Touch ID or Fingerprint Login	28
Enabling Face ID	29
Apple Watch	30
Apple Watch Setup	30
Viewing Balances and Transactions	30
Alerts Overview	31
Account Alerts	32
History Alerts	33
Online Transaction Alerts	34
Reminder	35
Security Alerts Overview	36
Edit Delivery Preferences	36
Secure Message Overview	37
Sending a Secure Message	38
Transaction Types	39
Moving Money Overview	39
Transactions	41
Transfer Funds	41
Pay Firstrust Customer	43
Linking Someone’s Firstrust Account	43
Single Transfers Between Firstrust Accounts	44
Pay Other People Initial Set Up	45
Send Money	47
Pay Other People History Overview	49
Repeat a Pay Other People Transaction	50
Receiving Funds with Pay Other People	51
Manage Cards Overview	52
Adding A Personal External Account	53
Verifying A Personal External Account	54
Online Banking Activity Overview	55
Using Filters	56
Creating or Deleting Custom Views Using Favorites	56
Editing Transactions	57
Canceling Transactions	58
Bill Pay Express	59
Home Page Overview	59
Adding a Company	60
Scheduling a Payment	62
Sending a Payment Manually	63
Enabling or Disabling Account Notifications	64
Changing a Company’s Payment Method	65
Unlink a Company	66
Adding or Changing a Payment Method	67
Deleting a Payment Method	69
Editing your Notifications	70
Bill Pay	72
Overview	72
Creating a Payee	73
Known Company	73
Unknown Company	75
Person	77
Editing a Payee	79
Deleting a Payee	80
Editing Pending Payments	85
Cancel Pending Payments	86
Viewing Transaction Details	87
Single Transaction	87
Multiple Transactions	88
Creating a Reminder	90
Managing Reminders	92
Editing Reminders	93
Deleting Reminders	94
Editing Account Name	95
Personal Financial Management	96
Initial Setup	96
Linking an Account	96
Categorizing Transactions	97
Splitting a Transaction	98
Online Banking Home Page	99
Net Worth Overview	100
Budgets Overview	101
Editing or Deleting a Budget	102
Managing Budgets	103
Spending Overview	104
Spending: Recategorizing a Transaction	105
Trends Overview	107
Debts Overview	108
Services	109
Stop Payment Request	109
Single Check	109
Multiple Checks	110
Reordering Checks	111
Mobile RDC Enrollment	112
Mobile Deposits	113
CardSwap	114
Getting Started	114
Overview	116
Settings	117
Account Preferences	117
Text Enrollment	118
Address Change Request	120
Locations	121
Branches and ATMs	121

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