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
Editing Favorite Accounts	31
Organize Dashboard	32
Reorder Accounts	32
Rename Accounts	33
Hide/Unhide Accounts	34
Hide/Unhide Dashboard Tiles	35
App Appearance	36
Favorite Payees	37
Selecting Favorite Payees	37
Track My Money	38
Initial Setup	38
Tagging Transactions	39
Splitting a Transaction	41
Track My Money Dashboard	43
Spending by Category	44
Budget	46
Adding Budgets	47
Managing Budgets	48
Add a Budget Alert	50
Cashflow Overview	51
Add a Bill or Income	52
Net Worth	53
Add an Unlinked Asset or Debt	54
Goals	55
Adding Goals	56
Save for Goals	56
Pay Off Goals	57
Add a Goal Alert	58
Managing Goals	59
Security	60
Protecting Your Information	60
General Guidelines	60
Login ID and Password	60
Fraud Prevention	60
Login Settings	61
Change Username	61
Change Password	62
Change Security Questions	63
Recent Logins	64
Mobile Security Preferences	65
Enabling Biometric Sign-In	65
Enabling FaceID	66
Enabling PIN Login	67
Auto-Login	68
Alerts	69
Alerts Overview	69
Custom Alerts	70
Security Alerts	71
Track My Money Alerts	72
Turning Alerts On and Off	73
Editing or Deleting Alerts	74
Previous Alerts	75
Move Money	76
Move Money Overview	76
Bill Pay Enrollment	78
Adding a Payee	80
Person to Person Payee	80
Favoriting a Payee	82
Editing a Payee or External Account	83
Deleting a Payee or External Account	84
New Transaction	85
Transferring Money Between Your Accounts	85
Making a Loan Payment	87
Transferring Money to Another Person (P2P)	89
Editing Transfers/Payments	91
Deleting Transfers/Payments	92
Deposit Checks	93
Mobile Deposit	93
Manage Cards	94
Turn Card On or Off	94
Card Name	95
Card Alert	96
Temporary Spending Limit Increase	97
Change PIN	98
Report Lost or Stolen Card	99
Travel Notification	100
Enable Automatic On/Off	102
Google Pay/Apple Pay	104
Reports	105
Creating a New Report	105
Account Activity Report	105
Sub-User Account Access Report	106
Running an Existing Report	107
Editing a Report	108
Deleting a Report	109
Services	110
Locations	110
Secure Message Overview	111
Sending a Secure Message	112
Submit a Form	113
Documents	114
Document Enrollment	114
Viewing Documents	115
Contact Settings	116
Adding a New Phone	116
Editing a Phone	117
Deleting a Phone	118
Editing an Email Address	119
Sub-Users	120
Sub-Users Overview	120
Sub-User Overview	121
Adding a New Sub-User	122
Editing a Sub-User	124
Part 1: Editing Sub-User Access	125
Part 2: Editing Sub-User Limits	126
Deleting a Sub-User	127
Bill Pay	128
Overview	128
Creating a Payee	129
Known Company	129
Unknown Company	131
Person	133
Editing a Payee	135
Deleting a Payee	136
eBills	137
Schedule Payments	138
Automatic Payments	139
Editing Pending Payments	141
Cancel Pending Payments	142
Viewing Transaction Details	143
Creating a Reminder	146
Managing Reminders	148
Editing Reminders	149
Deleting Reminders	150
Editing Account Name	151
Deleting an Account	152

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