InFirst Bank Personal Digital Banking Guide

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................40 Tagging Transactions........................................................................................................... 41 Splitting a Transaction......................................................................................................... 43 Money View Dashboard.............................................................................................45 Spending by Category.................................................................................................46

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