Freedom Bank Personal Online Banking User Guide

Getting Started7
New User Enrollment7
Logging Off9
Resetting a Forgotten Password10
Home Page12
Home Page Overview12
Account Summary Overview14
Manual Accounts15
Adding a Manual Account15
Editing a Manual Account17
Deleting a Manual Account18
Account Details Overview19
Quick Transfer21
Account Nickname22
Account Grouping23
Editing a Group Name24
Deleting a Group24
Protecting Your Information25
General Guidelines25
Login ID and Password25
Fraud Prevention25
Security Preferences26
Change Password26
Secure Delivery27
Mobile Security Preferences28
Enabling Touch ID or Fingerprint Login28
Enabling Passcode Authentication30
Enabling Face ID31
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login32
Alerts Overview33
Account Alerts34
History Alerts35
Online Transaction Alerts36
Enabling and Disabling Push Notifications38
Secure Message Overview39
Sending a Secure Message40
Transaction Types41
Moving Money Overview41
Adding a Personal External Account44
Verifying a Personal External Account45
Activity Center Overview46
Using Filters47
Creating or Deleting Custom Views Using Favorites47
Editing Transactions48
Canceling Transactions49
Quick Bill Pay50
Bill Pay Overview50
Creating a Payee50
Editing a Payee52
Deleting a Payee53
Making a Single Payment54
Paying Multiple Bills55
Payment Activity56
Cancel a Pending Payment57
Bill Pay58
Bill Pay Site Overview58
Hiding or Unhiding Payees from Payment Screen60
Hide a Payee60
Unhide a Payee60
Creating a Payee Overview61
Creating a Payee: Company62
Creating a Payee: Person64
Part 1 of 3: Choosing Payee and Payment Method64
Part 2 of 3: Adding Payee Information65
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code66
Editing a Payee67
Deleting a Payee68
Scheduling Payments69
Rush Delivery70
Recurring Payments72
Editing Payments74
Skipping Payments76
Deleting Payments77
Setting Up eBills78
Adding an Account79
Editing an Account80
Deleting an Account81
Editing Alerts82
Editing a Category84
Deleting a Category85
Personal Financial Management86
Initial Setup86
Linking an Account86
Unlinking an Account87
Categorizing Transactions88
Splitting a Transaction89
Online Banking Home Page90
Spending Overview91
Spending: Recategorizing a Transaction92
Budgets Overview94
Auto-generated Budgets95
Budgets From Scratch95
Editing or Deleting a Budget96
Managing Budgets97
Trends Overview98
Cash Flow Overview99
Adding a Suggested Cash Event100
Creating Your Own Cash Event101
Editing, Deleting or Skipping a Cash Event103
Net Worth Overview104
Debts Overview105
Stop Payment Request107
Check Reorder108
Text Enrollment109
Mobile Deposits111
Account Preferences112
Statement Delivery113
Branches and ATMs115

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