Fourth Capital Online Banking User Guide Personal

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
Retrieving a Forgotten Username	13
Home Page	14
Home Page Overview	14
Asset Summary Overview	16
Mobile Quicklinks	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 Passcode Authentication	31
Enabling Face ID	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
Account Alerts	36
History Alerts	37
Online Transaction Alerts	38
Reminders	39
Security Alerts Overview	40
Editing Delivery Preferences	40
Enabling and Disabling Push Notifications	41
Secure Message Overview	42
Sending a Secure Message	43
Transaction Types	44
Moving Money Overview	44
Transactions	46
My Account(s)	46
Loan Payment	48
Fourth Cap Customer	50
Linking Someone’s Fourth Capital Account	50
Single Transfers Between Fourth Capital Accounts	51
Adding a Personal External Account	52
Verifying a Personal External Account	53
Manage External Transfer Accounts	54
Nickname External Transfer Accounts	54
Remove External Transfer Accounts	55
Send Money with Zelle®	56
Add Contact	56
Send Money	57
Request Money	59
Online Activity Overview	61
Using Filters	62
Creating or Deleting Custom Views Using Favorites	63
Editing Transactions	64
Canceling Transactions	65
Bill Pay	66
Overview	66
Creating a Payee	67
Known Company	67
Unknown Company	69
Person	71
Editing a Payee	73
Deleting a Payee	74
Editing Pending Payments	79
Cancel Pending Payments	80
Viewing Transaction Details	81
Single Transaction	81
Multiple Transactions	82
Creating a Reminder	84
Managing Reminders	86
Editing Reminders	87
Deleting Reminders	88
Editing Account Name	89
Deleting an Account	90
Send Money with Zelle®	91
Add Contact	91
Send Money	92
Request Money	94
Personal Financial Management	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
Order Checks	118
Mobile Deposits	120
Credit Score	121
To Enable Credit Score	121
ClickSWITCH	122
Direct Deposits	122
Manual Switch	122
Switch Assist	124
Recurring Payments	127
Manual Switch	127
Switch Assist	128
Existing Switches	130
Settings	131
Account Preferences	131
Statement Delivery	132
Accessibility	133
Quick Balance	134
To Enable Quick Balance	134
To Use Quick Balance	135

Made with FlippingBook - professional solution for displaying marketing and sales documents online