Martinsville First Savings Bank Personal Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	9
Logging Off	9
Resetting a Forgotten Password	10
Home Page	12
Home Page Overview	12
Account Summary Overview	14
Mobile Thumb Bar	15
Account Details Overview	16
Quick Transfer	18
Account Nickname	19
Details & Settings	20
Account Grouping	21
Editing a Group Name	22
Deleting a Group	22
Security	23
Protecting Your Information	23
General Guidelines	23
Username and Password	23
Fraud Prevention	23
Security Preferences	24
Change Password	24
Change Username	25
Secure Delivery	26
Mobile Security Preferences	27
Enabling Touch ID or Fingerprint Login	27
Enabling Face ID	29
Enabling Passcode Authentication	30
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	31
Apple® Watch	32
Apple® Watch Setup	32
Viewing Balances and Transactions	32
Alerts Overview	33
History Alerts	34
Online Transaction Alerts	35
Reminders	36
Security Alerts Overview	37
Editing Delivery Preferences	37
Enabling and Disabling Push Notifications	38
Secure Message Overview	39
Sending a Secure Message	40
Transaction Types	41
Moving Money Overview	41
Transactions	43
Transfer Funds	43
Loan Payments	45
Adding a Personal External Account	47
Verify an External Transfer Account	48
Manage External Transfer Accounts	50
Nickname External Transfer Accounts	50
Remove External Transfer Accounts	51
Customer to Customer	52
Linking Someone’s Martinsville First Account	52
Single Transfers Between Martinsville First Accounts	53
Manage Transactions Overview	54
Using Filters	55
Creating or Deleting Custom Views Using Favorites	56
Editing Transactions	57
Canceling Transactions	58
Personal Finance Manager	59
Initial Setup	59
Linking an Account	59
Unlinking an Account	60
Categorizing Transactions	61
Splitting a Transaction	62
Online Banking Home Page	63
Spending Overview	64
Spending: Recategorizing a Transaction	65
Budgets Overview	67
Auto-generated Budgets	68
Budgets From Scratch	68
Editing or Deleting a Budget	69
Managing Budgets	70
Trends Overview	71
Cash Flow Overview	72
Adding a Suggested Cash Event	73
Creating Your Own Cash Event	74
Editing, Deleting or Skipping a Cash Event	76
Net Worth Overview	77
Debts Overview	78
Services	79
Stop Payment Request	79
Single Check	79
Multiple Checks	80
Check Reorder	81
Credit Score and Report	82
Mobile Deposits	83
CardSwap	84
CardSwap	84
Getting Started	84
Overview	86
ClickSWITCH	87
Direct Deposits	87
Manual Switch	87
Recurring Payments	89
Switch Assist	89
Existing Switches	90
Settings	91
Address Management	91
Text Enrollment	93
Instant Balance	95
To Enable Instant Balance	95
To Use Instant Balance	96
Account Preferences	97
Accessibility	98

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