InFirst Bank Personal Digital Banking Guide

First page Table of contents Next page Last page

Getting Started	3
New User Enrollment	8
Logging In	15
Logging Off	15
Manage Profile	16
Contact Settings	16
Adding a New Phone	16
Editing a Phone	17
Deleting a Phone	18
Push Notifications	19
Editing an Email Address	20
Login Settings	21
Change Username	21
Change Password	22
Change Security Questions	23
Recent Logins	24
Mobile Security Preferences	25
Enabling Biometric Sign-In	25
Auto-Login	26
Organize Dashboard	27
Reorder Accounts	27
Rename Accounts	28
Hide/Unhide Accounts	29
Hide/Unhide Dashboard Tiles	30
App Appearance	31
Sub-Users	32
Sub-Users Overview	32
Sub-User Overview	33
Adding a New Sub-User	34
Editing a Sub-User	36
Part 1: Editing Sub-User Access	37
Part 2: Editing Sub-User Limits	38
Deleting a Sub-User	39
Accounts	40
Dashboard Overview	40
Account Details Overview	42
Transaction Details	44
Stop Payment	46
Single Check	46
Multiple Checks	49
ACH	51
Adding a New Account	54
Adding an Account to Money View	55
Adding an External Account	56
Verifying an External Account	58
Removing an External Account	59
Opening a New Account	60
Editing Favorite Accounts	62
Favorite Payees	63
Selecting Favorite Payees	63
Money View	64
Initial Setup	64
Tagging Transactions	65
Splitting a Transaction	67
Money View Dashboard	69
Spending by Category	70
Budget	72
Adding Budgets	73
Managing Budgets	74
Add a Budget Alert	76
Cashflow Overview	77
Add a Bill or Income	78
Configure Accounts	79
Bills and Income	80
Net Worth	81
Add an Unlinked Asset or Debt	82
Goals	83
Adding Goals	84
Save for Goals	84
Pay Off Goals	85
Add a Goal Alert	86
Managing Goals	87
Move Money	88
Move Money Overview	88
Bill Pay Enrollment	90
Change or Add Accounts to Bill Pay	92
Adding a Payee	93
Person to Person Payee	93
Bill Pay Payee - Company	95
Bill Pay Payee - Individual	97
Favoriting a Payee	100
Editing a Payee or External Account	101
Deleting a Payee or External Account	102
New Transaction	103
Transferring Money Between Your Accounts	103
Making a Loan Payment	106
Transferring Money to Another Person (P2P)	109
Making a Bill Pay Payment - Company - Standard Delivery	111
Making a Bill Pay Payment - Company - Rush Delivery	113
Making a Bill Pay Payment - Individual	115
Editing Transfers/Payments	117
Deleting Transfers/Payments	118
Deposit Checks	119
Mobile Deposit	119
Security	120
Protecting Your Information	120
General Guidelines	120
Login ID and Password	120
Fraud Prevention	120
Documents and Settings	121
Documents	121
Document Enrollment	121
Viewing Documents	122
Reports	123
Creating a New Report	123
Account Activity Report	123
Sub-User Account Access Report	124
Running an Existing Report	125
Editing a Report	126
Deleting a Report	127
Manage Cards	128
Turn Card On or Off	128
Card Name	129
Card Alert	130
Change PIN	131
Report Lost or Stolen Card	132
Travel Notification	133
Enable Automatic On/Off	135
Manage Alerts	137
Alerts Overview	137
Custom Alerts	138
Bill Pay Alerts	139
Security Alerts	140
Money View Alerts	141
Turning Alerts On and Off	142
Editing or Deleting Alerts	143
Previous Alerts	144
Messages	145
Secure Message Overview	145
Sending a Secure Message	146
Submit a Form	147
Find Locations	148
Locations	148

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