Freedom Bank Personal Online Banking User Guide

Getting Started8
New User Enrollment8
Logging Off10
Resetting a Forgotten Password11
Home Page13
Home Page Overview13
Account Summary Overview15
Manual Accounts16
Adding a Manual Account16
Editing a Manual Account18
Deleting a Manual Account19
Account Details Overview20
Quick Transfer22
Account Nickname23
Account Grouping24
Editing a Group Name25
Deleting a Group25
Protecting Your Information26
General Guidelines26
Login ID and Password26
Fraud Prevention26
Security Preferences27
Change Password27
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
Consumer Full 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
For a Known Payee63
For an Unknown Payee64
Creating a Payee: Person65
Part 1 of 3: Choosing Payee and Payment Method65
Part 2 of 3: Adding Payee Information66
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code67
Editing a Payee68
Deleting a Payee69
Scheduling Payments70
Rush Delivery71
Recurring Payments73
Editing Payments75
Skipping Payments77
Deleting Payments78
Setting Up eBills79
Adding an Account80
Editing an Account81
Deleting an Account82
Editing Alerts83
Editing a Category85
Deleting a Category86
GiftPay Overview87
Creating a Recipient: Gift Check88
Creating a Recipient: Donation90
Sending a Gift92
Sending a Donation94
Editing a Gift or Donation Recipient96
Deleting a Gift or Donation Recipient97
Editing a Pending Gift or Donation99
Deleting a Pending Gift or Donation101
Personal Financial Management103
Initial Setup103
Linking an Account103
Unlinking an Account104
Categorizing Transactions105
Splitting a Transaction106
Online Banking Home Page107
Spending Overview108
Spending: Recategorizing a Transaction109
Budgets Overview111
Auto-generated Budgets112
Budgets From Scratch112
Editing or Deleting a Budget113
Managing Budgets114
Trends Overview115
Cash Flow Overview116
Adding a Suggested Cash Event117
Creating Your Own Cash Event118
Editing, Deleting or Skipping a Cash Event120
Net Worth Overview121
Debts Overview122
Stop Payment Request124
Check Reorder125
Text Enrollment126
Mobile Deposits128
Account Preferences129
Statement Delivery130
Branches and ATMs132

Made with FlippingBook flipbook maker