Franklin Bank and Trust Company Digital Banking User Guide Consumer

First page Table of contents Next page Last page

Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	15
Retrieve a Forgotten Username	16
Accounts	17
Dashboard Overview	17
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Adding an Account to Track My Money	24
Adding an External Account	25
Transaction Challenge	26
Verifying an External Account	27
Removing an External Account	28
Opening a New Account	29
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Quick Pay	36
Selecting Favorite Payees	36
Person to Person	37
External Account	39
Monthly Activity	41
Track My Money	42
Initial Setup	42
Tagging Transactions	43
Splitting a Transaction	45
Track My Money Dashboard	47
Spending by Category	48
Budget	50
Adding Budgets	51
Managing Budgets	52
Add a Budget Alert	54
Cashflow Overview	55
Add a Bill or Income	56
Net Worth	57
Add an Unlinked Asset or Debt	58
Goals	59
Adding Goals	60
Save for Goals	60
Pay Off Goals	61
Add a Goal Alert	62
Managing Goals	63
Security	64
Protecting Your Information	64
General Guidelines	64
Login ID and Password	64
Fraud Prevention	64
Login Settings	65
Change Username	65
Change Password	66
Change Security Questions	67
Recent Logins	68
Mobile Security Preferences	69
Enabling Biometric Sign-In	69
Enabling FaceID	70
Enabling PIN Login	71
Auto-Login	72
Alerts	73
Alerts Overview	73
Custom Alerts	74
Security Alerts	75
Track My Money Alerts	76
Turning Alerts On and Off	77
Editing or Deleting Alerts	78
Previous Alerts	79
Move Money	80
Move Money Overview	80
Bill Pay Enrollment	81
Adding a Payee	83
Person to Person Payee	83
Favoriting a Payee	85
Editing a Payee	86
Deleting a Payee	87
New Transaction	88
Transferring Money Between Your Accounts	88
Making a Loan Payment	90
Transferring Money to Another Person (P2P)	93
Editing Transfers/Payments	95
Skip Transfers/Payments	96
Deleting Transfers/Payments	97
Deposit Checks	98
Mobile Deposit	98
Manage Cards	99
Turn Card On or Off	99
Card Name	100
Card Alert	101
Temporary Spending Limit Increase	102
Change PIN	103
Report Lost or Stolen Card	104
Travel Notification	105
Enable Automatic On/Off	107
Google Pay/Apple Pay	109
Reports	110
Creating a New Report	110
Account Activity Report	110
Sub-User Account Access Report	111
Running an Existing Report	112
Editing a Report	113
Deleting a Report	114
Services	115
Locations	115
Secure Message Overview	116
Sending a Secure Message	117
Submit a Form	118
Documents	119
Document Enrollment	119
Viewing Documents	120
Contact Settings	121
Adding a New Phone	121
Editing a Phone	122
Deleting a Phone	123
Editing an Email Address	124
Sub-Users	125
Sub-Users Overview	125
Sub-User Overview	126
Adding a New Sub-User	127
Editing a Sub-User	129
Part 1: Editing Sub-User Access	130
Part 2: Editing Sub-User Limits	131
Deleting a Sub-User	132
Bill Pay	133
Overview	133
Creating a Payee	134
Known Company	134
Unknown Company	136
Person	138
Editing a Payee	140
Deleting a Payee	141
eBills	142
Schedule Payments	143
Automatic Payments	144
Editing Pending Payments	146
Cancel Pending Payments	147
Viewing Transaction Details	148
Creating a Reminder	151
Managing Reminders	153
Editing Reminders	154
Deleting Reminders	155
Editing Account Name	156
Deleting an Account	157

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