HTLF Bank A Quick and Easy Guide to Online Banking and Bill Pay

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Asset Summary Overview	15
Mobile Thumb Bar	16
Account Details Overview	17
Quick Transfer	19
Account Nickname	20
Details & Settings	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Login ID and Password	24
Fraud Prevention	24
Security Preferences	25
Change Password	25
Change Login ID	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
Security Alerts Overview	38
Editing Delivery Preferences	38
Enabling and Disabling Push Notifications	39
Secure Message Overview	40
Sending a Secure Message	41
Transaction Types	42
Moving Money Overview	42
Transactions	43
Transfer Funds	43
Loan Payments	45
Send Money with Zelle® Setup	47
Initial Setup	47
Adding a Recipient	48
Send Money with Zelle®	49
Request Money with Zelle®	51
Split Payment with Zelle®	52
Zelle® Settings	53
Activity Center Overview	54
Using Filters	55
Creating or Deleting Custom Views Using Favorites	55
Editing Transactions	56
Canceling Transactions	57
Bill Payment	58
Bill Payment 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
Services	103
My Info	103
Stop Payment Request	104
Single Check	104
Check Reorder	105
Adding a Personal External Account	106
Verifying a Personal External Account	107
Mobile RDC Enrollment	108
Mobile Deposits	109
Savvy Money Management	110
Initial Setup	110
Tagging Transactions	112
Splitting a Transaction	113
Savvy Money Management Dashboard	114
Budgets Overview	115
Adding Budgets	116
Managing Budgets	117
Cashflow Overview	119
Cashflow Add Income	120
Cashflow Add Bill	121
Goals Overview	122
Adding Goals	123
Save for Goals	123
Pay Off Goals	124
Managing Goals	125
Net Worth Overview	126
Spending by Category Overview	127
Settings	128
Account Preferences	128
Quick Balance	129
To Enable Quick Balance	129
To Use Quick Balance	130
Text Enrollment	131
Accessibility	133
Locations	134
Branches and ATMs	134

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