InFirst Bank Personal Digital Banking Guide
First page
Table of contents
Next page
Last page
Getting Started
8
Digital Banking System Requirements
8
Browser (Desktop & Mobile)
8
Mobile Device (App)
8
Mobile Remote Deposit Capture
8
New User Enrollment
9
Logging In
15
Logging Off
15
Password Security Check
16
Manage Profile
17
Contact Settings
17
Adding a New Phone
17
Editing a Phone
18
Deleting a Phone
19
Push Notifications
20
Editing an Email Address
21
Login Settings
22
Change Username
22
Change Password
23
Change Security Questions
24
Recent Logins
25
Mobile Security Preferences
26
Enabling Biometric Sign-In
26
Auto-Login
27
Organize Dashboard
28
Reorder Accounts
28
Rename Accounts
29
Hide/Unhide Accounts
30
Hide/Unhide Dashboard Tiles
31
App Appearance
32
Sub-Users
33
Sub-Users Overview
33
Sub-User Overview
34
Adding a New Sub-User
35
Editing a Sub-User
37
Part 1: Editing Sub-User Access
38
Part 2: Editing Sub-User Limits
39
Deleting a Sub-User
40
Accounts
41
Dashboard Overview
41
Account Details Overview
42
Transaction Details
44
Stop Payment
46
Single Check
46
Mobile
46
Multiple Checks
48
ACH
50
Adding a New Account
52
Adding an Account to Money View
53
Adding an External Account
54
Removing an External Account
56
Quick Pay
57
Selecting Favorite Payees
57
Person to Person
58
Bill Pay
60
External Account
62
Monthly Activity
64
Money View
65
Initial Setup
65
Tagging Transactions
66
Splitting a Transaction
68
Money View Dashboard
70
Spending by Category
71
Budget
73
Adding Budgets
74
Managing Budgets
75
Add a Budget Alert
77
Cashflow Overview
78
Add a Bill or Income
79
Net Worth
80
Add an Unlinked Asset or Debt
81
Goals
82
Adding Goals
83
Save for Goals
83
Pay Off Goals
84
Add a Goal Alert
85
Managing Goals
86
Move Money
87
Move Money Overview
87
Bill Pay Enrollment
88
Adding a Payee
90
Person to Person Payee
90
Bill Pay Payee - Company
92
Bill Pay Payee - Individual
94
Favoriting a Payee
97
Editing a Payee
98
Deleting a Payee
99
New Transaction
100
Transferring Money Between Your Accounts
100
Making a Loan Payment
102
Transferring Money to Another Person (P2P)
104
Making a Bill Pay Payment
107
Editing Transfers/Payments
109
Skip Transfers/Payments
110
Deleting Transfers/Payments
111
Deposit Checks
112
Remote Deposit
112
Security
113
Protecting Your Information
113
General Guidelines
113
Login ID and Password
113
Fraud Prevention
113
Documents
114
Documents
114
Document Enrollment
114
Viewing Documents & Statements
115
Reports
116
Creating a New Report
116
Account Activity Report
116
Sub-User Account Access Report
117
Running an Existing Report
118
Editing a Report
119
Deleting a Report
120
Manage Cards
121
Turn Card On or Off
121
Card Name
122
Card Alert
123
Temporary Spending Limit Increase
124
Change PIN
125
Report Lost or Stolen Card
126
Travel Notification
127
Enable Automatic On/Off
129
Alerts
131
Alerts Overview
131
Custom Alerts
132
Bill Pay Alerts
133
Security Alerts
134
Money View Alerts
135
Turning Alerts On and Off
136
Editing or Deleting Alerts
137
Previous Alerts
138
Messages
139
Secure Message Overview
139
Sending a Secure Message
140
Submit a Form
141
Find Locations
142
Locations
142
Made with
FlippingBook
- professional solution for displaying marketing and sales documents online