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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