InFirst Bank Personal Digital Banking Guide

Getting Started8
Digital Banking System Requirements8
Browser (Desktop & Mobile)8
Mobile Device (App)8
Mobile Remote Deposit Capture8
New User Enrollment9
Logging In15
Logging Off15
Password Security Check16
Manage Profile17
Contact Settings17
Adding a New Phone17
Editing a Phone18
Deleting a Phone19
Push Notifications20
Editing an Email Address21
Login Settings22
Change Username22
Change Password23
Change Security Questions24
Recent Logins25
Mobile Security Preferences26
Enabling Biometric Sign-In26
Auto-Login27
Organize Dashboard28
Reorder Accounts28
Rename Accounts29
Hide/Unhide Accounts30
Hide/Unhide Dashboard Tiles31
App Appearance32
Sub-Users33
Sub-Users Overview33
Sub-User Overview34
Adding a New Sub-User35
Editing a Sub-User37
Part 1: Editing Sub-User Access38
Part 2: Editing Sub-User Limits39
Deleting a Sub-User40
Accounts41
Dashboard Overview41
Account Details Overview42
Transaction Details44
Stop Payment46
Single Check46
Mobile46
Multiple Checks48
ACH50
Adding a New Account52
Adding an Account to Money View53
Adding an External Account54
Removing an External Account56
Quick Pay57
Selecting Favorite Payees57
Person to Person58
Bill Pay60
External Account62
Monthly Activity64
Money View65
Initial Setup65
Tagging Transactions66
Splitting a Transaction68
Money View Dashboard70
Spending by Category71
Budget73
Adding Budgets74
Managing Budgets75
Add a Budget Alert77
Cashflow Overview78
Add a Bill or Income79
Net Worth80
Add an Unlinked Asset or Debt81
Goals82
Adding Goals83
Save for Goals83
Pay Off Goals84
Add a Goal Alert85
Managing Goals86
Move Money87
Move Money Overview87
Bill Pay Enrollment88
Adding a Payee90
Person to Person Payee90
Bill Pay Payee - Company92
Bill Pay Payee - Individual94
Favoriting a Payee97
Editing a Payee98
Deleting a Payee99
New Transaction100
Transferring Money Between Your Accounts100
Making a Loan Payment102
Transferring Money to Another Person (P2P)104
Making a Bill Pay Payment107
Editing Transfers/Payments109
Skip Transfers/Payments110
Deleting Transfers/Payments111
Deposit Checks112
Remote Deposit112
Security113
Protecting Your Information113
General Guidelines113
Login ID and Password113
Fraud Prevention113
Documents114
Documents114
Document Enrollment114
Viewing Documents & Statements115
Reports116
Creating a New Report116
Account Activity Report116
Sub-User Account Access Report117
Running an Existing Report118
Editing a Report119
Deleting a Report120
Manage Cards121
Turn Card On or Off121
Card Name122
Card Alert123
Temporary Spending Limit Increase124
Change PIN125
Report Lost or Stolen Card126
Travel Notification127
Enable Automatic On/Off129
Alerts131
Alerts Overview131
Custom Alerts132
Bill Pay Alerts133
Security Alerts134
Money View Alerts135
Turning Alerts On and Off136
Editing or Deleting Alerts137
Previous Alerts138
Messages139
Secure Message Overview139
Sending a Secure Message140
Submit a Form141
Find Locations142
Locations142

Made with FlippingBook - professional solution for displaying marketing and sales documents online