Freedom Bank Personal Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging Off	9
Resetting a Forgotten Password	10
Home Page	12
Home Page Overview	12
Account Summary Overview	14
Manual Accounts	15
Adding a Manual Account	15
Editing a Manual Account	17
Deleting a Manual Account	18
Account Details Overview	19
Quick Transfer	21
Account Nickname	22
Account Grouping	23
Editing a Group Name	24
Deleting a Group	24
Security	25
Protecting Your Information	25
General Guidelines	25
Login ID and Password	25
Fraud Prevention	25
Security Preferences	26
Change Password	26
Secure Delivery	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
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
Creating a Payee: Person	64
Part 1 of 3: Choosing Payee and Payment Method	64
Part 2 of 3: Adding Payee Information	65
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	66
Editing a Payee	67
Deleting a Payee	68
Scheduling Payments	69
Rush Delivery	70
Recurring Payments	72
Editing Payments	74
Skipping Payments	76
Deleting Payments	77
Setting Up eBills	78
Adding an Account	79
Editing an Account	80
Deleting an Account	81
Editing Alerts	82
Categories	83
Editing a Category	84
Deleting a Category	85
Personal Financial Management	86
Initial Setup	86
Linking an Account	86
Unlinking an Account	87
Categorizing Transactions	88
Splitting a Transaction	89
Online Banking Home Page	90
Spending Overview	91
Spending: Recategorizing a Transaction	92
Budgets Overview	94
Auto-generated Budgets	95
Budgets From Scratch	95
Editing or Deleting a Budget	96
Managing Budgets	97
Trends Overview	98
Cash Flow Overview	99
Adding a Suggested Cash Event	100
Creating Your Own Cash Event	101
Editing, Deleting or Skipping a Cash Event	103
Net Worth Overview	104
Debts Overview	105
Services	106
Stop Payment Request	107
Check Reorder	108
Text Enrollment	109
Mobile Deposits	111
Settings	112
Account Preferences	112
Statement Delivery	113
Accessibility	114
Locations	115
Branches and ATMs	115

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