Getting Started | 8 |
New User Enrollment | 8 |
Logging In | 9 |
Logging Off | 9 |
Resetting a Forgotten Password | 10 |
Retrieving a Forgotten Username | 12 |
Account Overview | 13 |
Account Overview | 13 |
Account Summary Overview | 15 |
Account Details Overview | 16 |
Hiding and Unhiding Accounts | 18 |
Quick Transfer | 19 |
Account Nickname | 20 |
Account Grouping | 21 |
Editing a Group Name | 22 |
Deleting a Group | 22 |
Security | 23 |
Protecting Your Information | 23 |
General Guidelines | 23 |
Username and Password | 23 |
Fraud Prevention | 23 |
Security Preferences | 24 |
Change Password | 24 |
Change Username | 25 |
Secure Delivery | 26 |
Mobile Security Preferences | 27 |
Enabling Touch ID® or Fingerprint Login | 27 |
Enabling Passcode Authentication | 29 |
Disabling Passcode Authentication, Touch ID® or Fingerprint Login | 30 |
Enabling Face ID® | 31 |
Apple® Watch | 32 |
Apple® Watch Setup | 32 |
Viewing Balances and Transactions | 32 |
Alerts Overview | 33 |
Account Alerts | 34 |
History Alerts | 35 |
Online Transaction Alerts | 36 |
Reminder | 37 |
Security Alerts Overview | 38 |
Edit Delivery Preferences | 39 |
Secure Message Overview | 40 |
Sending a Secure Message | 41 |
Transaction Types | 42 |
Moving Money Overview | 42 |
Transactions | 44 |
Internal Transfer | 44 |
Adding an External Account | 46 |
Verifing an External Account | 48 |
Sending an External Transfer | 49 |
Managing External Transfers | 51 |
Activity Page Overview | 51 |
Canceling Transactions | 52 |
External Transfer Preferences | 53 |
FB Customer to Customer | 54 |
Linking Someone’s Fremont Bank Account | 54 |
Single Transfers Between Fremont Bank Accounts | 55 |
Overdraft Payment | 56 |
Mobile Deposits | 58 |
Online Activity Center Overview | 59 |
Using Filters | 60 |
Creating or Deleting Custom Views Using Favorites | 60 |
Editing Transactions | 61 |
Canceling Transactions | 62 |
Bill Pay and Zelle® | 63 |
Overview | 63 |
Creating a Payee | 64 |
Known Company | 64 |
Unknown Company | 66 |
Person | 68 |
Editing a Payee | 70 |
Deleting a Payee | 71 |
eBills | 72 |
Scheduling Payments | 73 |
Automatic Payments | 74 |
Editing Pending Payments | 76 |
Canceling Pending Payments | 77 |
Viewing Transaction Details | 78 |
Single Transaction | 78 |
Multiple Transactions | 79 |
Creating a Reminder | 81 |
Managing Reminders | 83 |
Editing Reminders | 84 |
Deleting Reminders | 85 |
Send Money with Zelle® Setup | 86 |
Initial Setup | 86 |
Adding a Recipient | 87 |
Send Money with Zelle® | 88 |
Request Money with Zelle® | 90 |
Split Payment with Zelle® | 91 |
Zelle® Settings | 92 |
Personal Financial Management | 93 |
Initial Setup | 93 |
Enrollment | 93 |
Linking an Account | 94 |
Manual Accounts | 95 |
Add a Manual Account | 95 |
Edit a Manual Account | 97 |
Delete a Manual Account | 98 |
Unlinking an Account | 99 |
Categorizing Transactions | 100 |
Splitting a Transaction | 101 |
Online Banking Account Overview Page | 102 |
Spending Overview | 103 |
Spending: Recategorizing a Transaction | 104 |
Budgets Overview | 106 |
Auto-generated Budgets | 107 |
Budgets From Scratch | 107 |
Editing or Deleting a Budget | 108 |
Adding New Budgets | 109 |
Recalculating Current Budgets | 110 |
Trends Overview | 111 |
Cash Flow Overview | 112 |
Adding a Suggested Cash Event | 113 |
Creating Your Own Cash Event | 114 |
Editing, Deleting or Skipping a Cash Event | 116 |
Net Worth Overview | 117 |
Debts Overview | 118 |
Settings | 119 |
Statements | 120 |
Statement Delivery | 120 |
Statements | 121 |
Tax Documents | 122 |
Card Guard® - Card Controls | 123 |
Registering a New Card | 123 |
Overview | 125 |
Control Preferences | 126 |
Locations | 126 |
Merchant Types | 127 |
Transaction Types | 128 |
Spend Limits | 129 |
Alert Preferences | 130 |
Recent Transactions | 131 |
Linked Accounts | 132 |
Account Services and Preferences | 133 |
Reordering Checks | 133 |
Stop Payment Request | 134 |
Single Check | 134 |
Text Enrollment | 135 |
Account Preferences | 137 |
Accessibility | 138 |