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	89
Adding a Payee	91
Person to Person Payee	91
Bill Pay Payee - Company	93
Bill Pay Payee - Individual	95
Favoriting a Payee	98
Editing a Payee	99
Deleting a Payee	100
New Transaction	101
Transferring Money Between Your Accounts	101
Making a Loan Payment	103
Transferring Money to Another Person (P2P)	106
Making a Bill Pay Payment	108
Editing Transfers/Payments	110
Skip Transfers/Payments	111
Deleting Transfers/Payments	112
Deposit Checks	113
Mobile Deposit	113
Security	114
Protecting Your Information	114
General Guidelines	114
Login ID and Password	114
Fraud Prevention	114
Documents and Settings	115
Documents	115
Document Enrollment	115
Viewing Documents	116
Reports	117
Creating a New Report	117
Account Activity Report	117
Sub-User Account Access Report	118
Running an Existing Report	119
Editing a Report	120
Deleting a Report	121
Manage Cards	122
Turn Card On or Off	122
Card Name	123
Card Alert	124
Change PIN	125
Report Lost or Stolen Card	126
Travel Notification	127
Enable Automatic On/Off	129
Manage 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

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