Freedom Bank Personal Online Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
8
New User Enrollment
8
Logging Off
10
Resetting a Forgotten Password
11
Home Page
13
Home Page Overview
13
Account Summary Overview
15
Manual Accounts
16
Adding a Manual Account
16
Editing a Manual Account
18
Deleting a Manual Account
19
Account Details Overview
20
Quick Transfer
22
Account Nickname
23
Account Grouping
24
Editing a Group Name
25
Deleting a Group
25
Security
26
Protecting Your Information
26
General Guidelines
26
Login ID and Password
26
Fraud Prevention
26
Security Preferences
27
Change Password
27
Mobile Security Preferences
28
Enabling Touch ID or Fingerprint Login
28
Enabling Passcode Authentication
30
Enabling Face ID
31
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login
32
Alerts Overview
33
Account Alerts
34
History Alerts
35
Online Transaction Alerts
36
Reminders
37
Enabling and Disabling Push Notifications
38
Secure Message Overview
39
Sending a Secure Message
40
Transaction Types
41
Moving Money Overview
41
Transactions
42
Transfer
42
Adding a Personal External Account
44
Verifying a Personal External Account
45
Activity Center Overview
46
Using Filters
47
Creating or Deleting Custom Views Using Favorites
47
Editing Transactions
48
Canceling Transactions
49
Quick Bill Pay
50
Bill Pay Overview
50
Creating a Payee
50
Editing a Payee
52
Deleting a Payee
53
Making a Single Payment
54
Paying Multiple Bills
55
Payment Activity
56
Cancel a Pending Payment
57
Consumer Full Bill Pay
58
Bill Pay Site Overview
58
Hiding or Unhiding Payees from Payment Screen
60
Hide a Payee
60
Unhide a Payee
60
Creating a Payee Overview
61
Creating a Payee: Company
62
For a Known Payee
63
For an Unknown Payee
64
Creating a Payee: Person
65
Part 1 of 3: Choosing Payee and Payment Method
65
Part 2 of 3: Adding Payee Information
66
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code
67
Editing a Payee
68
Deleting a Payee
69
Scheduling Payments
70
Rush Delivery
71
Recurring Payments
73
Editing Payments
75
Skipping Payments
77
Deleting Payments
78
Setting Up eBills
79
Adding an Account
80
Editing an Account
81
Deleting an Account
82
Editing Alerts
83
Categories
84
Editing a Category
85
Deleting a Category
86
GiftPay Overview
87
Creating a Recipient: Gift Check
88
Creating a Recipient: Donation
90
Sending a Gift
92
Sending a Donation
94
Editing a Gift or Donation Recipient
96
Deleting a Gift or Donation Recipient
97
Editing a Pending Gift or Donation
99
Deleting a Pending Gift or Donation
101
Personal Financial Management
103
Initial Setup
103
Linking an Account
103
Unlinking an Account
104
Categorizing Transactions
105
Splitting a Transaction
106
Online Banking Home Page
107
Spending Overview
108
Spending: Recategorizing a Transaction
109
Budgets Overview
111
Auto-generated Budgets
112
Budgets From Scratch
112
Editing or Deleting a Budget
113
Managing Budgets
114
Trends Overview
115
Cash Flow Overview
116
Adding a Suggested Cash Event
117
Creating Your Own Cash Event
118
Editing, Deleting or Skipping a Cash Event
120
Net Worth Overview
121
Debts Overview
122
Services
123
Stop Payment Request
124
Check Reorder
125
Text Enrollment
126
Mobile Deposits
128
Settings
129
Account Preferences
129
Statement Delivery
130
Accessibility
131
Locations
132
Branches and ATMs
132
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