Lawrence Bank Volunteer Bank F&M Bank Digital Banking User Guide Personal Banking

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Logging In	11
Logging Off	11
Retrieving a Forgotten Username	12
Resetting a Forgotten Password	13
Home Page	15
Home Page Overview	15
Account Summary Overview	17
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Details & Settings	22
Account Grouping	23
Editing a Group Name	24
Deleting a Group	24
Security	25
Protecting Your Information	25
General Guidelines	25
Login ID and Password	25
Fraud Prevention	25
Security Preferences	26
Change Login ID	26
Change Password	27
Secure Delivery	28
Mobile Security Preferences	29
Enabling Biometric Login	29
Enabling Passcode Authentication	31
Enabling Face ID	32
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	33
Apple Watch®	34
Apple Watch® Setup	34
Viewing Balances and Transactions	34
Alerts Overview	35
Account Alerts	36
History Alerts	37
Online Transaction Alerts	38
Enabling and Disabling Push Notifications	39
Secure Message Overview	40
Sending a Secure Message	41
Transfers & Payments	42
Transfer Funds	42
Loan Payment	44
Send Money with Zelle® Setup	46
Initial Setup	46
Adding a Recipient	47
Send Money with Zelle®	48
Send Money with Zelle® Limits	50
Request Money with Zelle®	51
Split Payment with Zelle®	52
Activity	53
Zelle® Settings	54
Customer to Customer Transfers	56
Linking Someone’s Volunteer, a Lawrence Bank or F&M, a Lawrence Bank Account	56
Single Transfers Between Volunteer Bank Accounts	57
Add a Personal External Transfer Account	58
Instant Verification	58
Micro-Deposits	59
Verify an External Transfer Account with Micro-Deposits	60
Manage External Transfer Accounts	62
Nickname External Transfer Accounts	62
Remove External Transfer Accounts	63
Online Activity Overview	64
Using Filters	65
Creating or Deleting Custom Views Using Favorites	66
Editing Transactions	67
Canceling Transactions	68
Services	69
Stop Payment Request	69
Single Check	69
Multiple Checks	70
Check Reorder	71
Statements	72
Credit Score	73
Mobile Deposits	74
Quick Balance	75
To Enable Quick Balance	75
To Use Quick Balance	76
Direct Deposit Switch	77
Direct Deposits	77
Recurring Payments	79
Manual Switch	79
Settings	81
Statement Delivery	81
Accessibility	82
Manage Accounts	83
Financial Tools	84
Initial Setup	84
Linking an Account	84
Unlinking an Account	85
Categorizing Transactions	86
Splitting a Transaction	87
Online Banking Home Page	88
Spending Overview	89
Spending: Transaction Details	90
Spending: Recategorizing a Transaction	91
Spending: Tagging a Transaction	93
Spending: Splitting a Transaction	94
Budgets Overview	95
Auto-generated Budgets	96
Budgets From Scratch	96
Editing or Deleting a Budget	97
Editing or Deleting a Sub-Budget	99
Trends Overview	100
Cash Flow Overview	101
Adding an Expense	102
Adding Income	103
Editing, Deleting or Skipping a Cash Event	104
Net Worth Overview	105
Debts Overview	106
Edit APR Interest and Minimum Payment	107
Extra Payments	108
CardHub	109
Card Management Overview	109
To Add a New Card	110
To Activate a Card	111
Card Lock/Unlock	112
Hide/Show Cards	113
Set Primary Device	114
Transaction Enrichment	115
Add a Card to a Digital Wallet	116
Add a Card from CardControl	116
Card Details	118
View Digital Card	118
Spend Insights	119
Card on File	120
Card Controls & Alerts	121
Locations	121
Merchant Types	123
Transation Types	124
Spend Limits	125
Alerts	126
Location Alerts	127
Merchant Alerts	128
Transaction Type Alerts	129
Spend Limit Alerts	130
Card Management Recent Transactions	131
Manage Travel Plans	132
Creating a Travel Plan	132
Editing a Travel Plan	134
Deleting a Travel Plan	135
Report Card Lost/Stolen	136
Set PIN	137
Pay with Bill Pay	138
Enrollment	138
Overview	140
Creating a Biller	141
Known Company	141
Unknown Company	142
Person	143
Editing a Biller	144
Deleting a Biller	145
Enabling eBills	146
Paying eBills	147
Canceling eBills Service for a Biller	148
Scheduling Payments	149
Single Payments	149
Multiple Payments	150
Automatic Payments	152
Automatic Payments for eBills	154
Edit an Automatic Payments	155
Delete an Automatic Payments	157
Rush Delivery	159
Activity	161
Editing Pending Payments	162
Canceling Pending Payments	164
Creating a Reminder	166
Editing Reminders	168
Deleting Reminders	170

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