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
Accounts	17
Dashboard Overview	17
Account Details Overview	18
Transaction Details	20
Adding a New Account	22
Adding an Account to Money View	23
Adding an External Account	24
Removing an External Account	26
Organize Dashboard	27
Reorder Accounts	27
Rename Accounts	28
Hide/Unhide Accounts	29
Hide/Unhide Dashboard Tiles	30
App Appearance	31
Quick Pay	32
Selecting Favorite Payees	32
Person to Person	33
Bill Pay	35
External Account	37
Monthly Activity	39
Money View	40
Initial Setup	40
Tagging Transactions	41
Splitting a Transaction	43
Money View Dashboard	45
Spending by Category	46
Budget	48
Adding Budgets	49
Managing Budgets	50
Add a Budget Alert	52
Cashflow Overview	53
Add a Bill or Income	54
Net Worth	55
Add an Unlinked Asset or Debt	56
Goals	57
Adding Goals	58
Save for Goals	58
Pay Off Goals	59
Add a Goal Alert	60
Managing Goals	61
Security	62
Protecting Your Information	62
General Guidelines	62
Login ID and Password	62
Fraud Prevention	62
Login Settings	63
Change Username	63
Change Password	64
Change Security Questions	65
Recent Logins	66
Mobile Security Preferences	67
Enabling Biometric Sign-In	67
Auto-Login	68
Alerts	69
Alerts Overview	69
Custom Alerts	70
Bill Pay Alerts	71
Security Alerts	72
Money View Alerts	73
Turning Alerts On and Off	74
Editing or Deleting Alerts	75
Previous Alerts	76
Move Money	77
Move Money Overview	77
Bill Pay Enrollment	78
Adding a Payee	80
Person to Person Payee	80
Bill Pay Payee - Company	82
Bill Pay Payee - Individual	84
Favoriting a Payee	87
Editing a Payee	88
Deleting a Payee	89
New Transaction	90
Transferring Money Between Your Accounts	90
Making a Loan Payment	92
Transferring Money to Another Person (P2P)	94
Making a Bill Pay Payment	96
Editing Transfers/Payments	98
Skip Transfers/Payments	99
Deleting Transfers/Payments	100
Deposit Checks	101
Remote Deposit	101
Manage Cards	102
Turn Card On or Off	102
Card Name	103
Card Alert	104
Temporary Spending Limit Increase	105
Change PIN	106
Report Lost or Stolen Card	107
Travel Notification	108
Enable Automatic On/Off	110
Reports	112
Creating a New Report	112
Account Activity Report	112
Sub-User Account Access Report	113
Running an Existing Report	114
Editing a Report	115
Deleting a Report	116
Services	117
Locations	117
Secure Message Overview	118
Sending a Secure Message	119
Submit a Form	120
Documents	121
Document Enrollment	121
Viewing Documents & Statements	122
Stop Payment	123
Single Check	123
Mobile	123
Multiple Checks	125
ACH	127
Settings	129
Contact Settings	129
Editing a Phone	130
Deleting a Phone	131
Push Notifications	132
Editing an Email Address	133
Sub-Users	134
Sub-Users Overview	134
Sub-User Overview	135
Adding a New Sub-User	136
Editing a Sub-User	138
Part 1: Editing Sub-User Access	139
Part 2: Editing Sub-User Limits	140
Deleting a Sub-User	141

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