Northfield Savings Bank Personal Online Banking User Guide

Getting Started7
New User Enrollment7
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Account Summary Overview14
Account Details Overview15
Quick Transfer17
Account Nickname18
Account Grouping19
Editing a Group Name20
Deleting a Group20
Security21
Protecting Your Information21
General Guidelines21
Login ID and Password21
Fraud Prevention21
Security Preferences22
Change Password22
Change Login ID23
Secure Delivery24
Mobile Security Preferences25
Enabling Touch ID or Fingerprint Login25
Disabling Passcode Authentication, Touch ID or Fingerprint Login27
Enabling Face ID28
Apple Watch29
Apple Watch Setup29
Viewing Balances and Transactions29
Alerts Overview30
Account Alerts31
History Alerts32
Online Transaction Alerts33
Reminder34
Security Alerts Overview35
Edit Delivery Preferences35
Secure Message Overview36
Sending a Secure Message37
Transaction Types38
Moving Money Overview38
Transactions39
Transfer to My Accts39
Transfer to Others41
Linking Someone’s Northfield Savings Bank Account41
Single Transfers Between Northfield Savings Bank Accounts42
Adding A Personal External Account43
Verifying A Personal External Account44
Activity Center Overview45
Using Filters46
Creating or Deleting Custom Views Using Favorites46
Editing Transactions48
Canceling Transactions49
Quick Payment50
Bill Pay Overview50
Creating a Payee50
Editing a Payee52
Deleting a Payee53
Making a Single Payment54
Payment Activity55
Cancel a Pending Payment56
Payments Overview57
Hiding or Unhiding Payees from Payment Screen58
Creating a Payee Overview59
Creating a Payee: Company60
Creating a Payee: Person62
Part 1 of 3: Choosing Payee and Payment Method62
Part 2 of 3: Adding Payee Information63
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code64
Editing a Payee65
Deleting a Payee66
Scheduling Payments67
Rush Delivery68
Recurring Payments70
Editing Payments71
Skipping Payments72
Canceling Payments73
Setting Up eBills74
Adding an Account75
Editing an Account76
Deleting an Account77
Editing Personal Information78
Editing Alerts79
Categories81
Editing a Category82
Deleting a Category83
Personal Financial Management84
Initial Setup84
Linking an Account84
Categorizing Transactions85
Splitting a Transaction86
Online Banking Home Page87
Net Worth Overview88
Budgets Overview89
Auto-generated Budgets90
Budgets From Scratch90
Editing or Deleting a Budget91
Managing Budgets92
Spending Overview93
Spending: Recategorizing a Transaction94
Trends Overview96
Debts Overview97
Services98
Stop Payment Request98
Single Check98
Multiple Checks99
Reordering Checks100
Mobile Deposit Enrollment101
Mobile Deposits102
Settings103
Account Preferences103
Text Enrollment104
Themes106
Accessibility107
Locations108
Branches and ATMs108

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