Martinsville First Savings Bank Personal Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Logging In	11
Logging Off	11
Resetting a Forgotten Password	12
Home Page	14
Home Page Overview	14
Account Summary Overview	16
Mobile Thumb Bar	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
Username and Password	25
Fraud Prevention	25
Security Preferences	26
Change Password	26
Change Username	27
Secure Delivery	28
Mobile Security Preferences	29
Enabling Touch ID or Fingerprint Login	29
Enabling Face ID	31
Enabling Passcode Authentication	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
History Alerts	36
Online Transaction Alerts	37
Reminders	38
Security Alerts Overview	39
Editing Delivery Preferences	39
Enabling and Disabling Push Notifications	40
Secure Message Overview	41
Sending a Secure Message	42
Transaction Types	43
Moving Money Overview	43
Transactions	45
Transfer Funds	45
Loan Payments	47
Adding a Personal External Account	49
Verify an External Transfer Account	50
Manage External Transfer Accounts	52
Nickname External Transfer Accounts	52
Remove External Transfer Accounts	53
Customer to Customer	54
Linking Someone’s Martinsville First Account	54
Single Transfers Between Martinsville First Accounts	55
Manage Transactions Overview	56
Using Filters	57
Creating or Deleting Custom Views Using Favorites	58
Editing Transactions	59
Canceling Transactions	60
Bill Pay	61
Enrollment	61
Overview	63
Creating a Biller	64
Known Company	64
Unknown Company	65
Person	66
Editing a Biller	67
Deleting a Biller	68
Enabling eBills	69
Paying eBills	70
Canceling eBills Service for a Biller	71
Scheduling Payments	72
Single Payments	72
Multiple Payments	73
Automatic Payments	75
Automatic Payments for eBills	77
Edit an Automatic Payments	78
Delete an Automatic Payments	80
Rush Delivery	82
Activity	84
Editing Pending Payments	85
Canceling Pending Payments	87
Creating a Reminder	89
Editing Reminders	91
Deleting Reminders	93
Personal Finance Manager	95
Initial Setup	95
Linking an Account	95
Unlinking an Account	96
Categorizing Transactions	97
Splitting a Transaction	98
Online Banking Home Page	99
Spending Overview	100
Spending: Recategorizing a Transaction	101
Budgets Overview	103
Auto-generated Budgets	104
Budgets From Scratch	104
Editing or Deleting a Budget	105
Managing Budgets	106
Trends Overview	107
Cash Flow Overview	108
Adding a Suggested Cash Event	109
Creating Your Own Cash Event	110
Editing, Deleting or Skipping a Cash Event	112
Net Worth Overview	113
Debts Overview	114
Services	115
Stop Payment Request	115
Single Check	115
Multiple Checks	116
Check Reorder	117
Credit Score and Report	118
Mobile Deposits	119
eStatements	120
Edit Delivery Options	121
CardSwap	122
CardSwap	122
Getting Started	122
Overview	124
Update Direct Deposits	125
Direct Deposits	125
Verifying a Direct Deposit Switch	127
My Cards	128
Card Management Overview	128
To Add a New Card	129
To Activate a Card	130
Card Lock/Unlock	131
Hide/Show Cards	132
Set Primary Device	133
Transaction Enrichment	134
Add a Card to a Digital Wallet	135
View Digital Card	137
Spend Insights	138
Card on File	139
Card Controls & Alerts	140
Locations	140
Merchant Types	142
Transation Types	143
Spend Limits	144
Alerts	145
Location Alerts	146
Merchant Alerts	147
Transaction Type Alerts	148
Spend Limit Alerts	149
Card Management Recent Transactions	150
Manage Travel Plans	151
Creating a Travel Plan	151
Editing a Travel Plan	153
Deleting a Travel Plan	154
Report Card Lost/Stolen	155
Settings	156
Address Management	156
Text Enrollment	158
Instant Balance	160
To Enable Instant Balance	160
To Use Instant Balance	161
Account Preferences	162
Accessibility	163

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