OlyFed Online Banking Resource Guide

Getting Started8
New User Enrollment8
Logging In10
Logging Off10
Resetting A Forgotten Password11
Home Page14
Home Page Overview14
Asset Summary Overview16
Account Details Overview17
Quick Transfer19
Account Nickname20
Account Grouping21
Editing a Group Name22
Deleting a Group22
Security23
Protecting Your Information23
General Guidelines23
Login ID and Password23
Fraud Prevention23
Security Preferences24
Change Password24
Change Login ID25
Secure Delivery26
Mobile Security Preferences27
Enabling Touch ID or Fingerprint Login27
Enabling Passcode Authentication29
Disabling Passcode Authentication, Touch ID or Fingerprint Login30
Enabling Face ID31
Apple Watch32
Apple Watch Setup32
Viewing Balances and Transactions32
Alerts Overview33
Account Alerts34
History Alerts35
Online Transaction Alerts36
Reminder37
Security Alerts Overview38
Edit Delivery Preferences38
Secure Message Overview39
Sending a Secure Message40
Transaction Types41
Moving Money Overview41
Transactions43
Funds Transfer43
Customer to Customer45
Linking Someone’s OlyFed Account45
Single Transfers Between OlyFed Accounts46
Adding A Personal External Account47
Verifying A Personal External Account48
Digital Activity Center Overview49
Using Filters50
Creating or Deleting Custom Views Using Favorites50
Editing Transactions51
Canceling Transactions52
Bill Pay53
Overview53
To Change Bill Pay Accounts54
Creating a Payee55
Verified Company55
Unknown Company57
Person59
Editing a Payee61
Deleting a Payee62
Editing Pending Payments67
Cancel Pending Payments68
Viewing Transaction Details69
Single Transaction69
Multiple Transactions70
Creating a Reminder72
Managing Reminders74
Editing Reminders75
Deleting Reminders76
Moving Payments77
Editing Account Name78
Deleting an Account79
Personal Financial Management80
Initial Setup80
Linking an Account80
Categorizing Transactions81
Splitting a Transaction82
Digital Banking Home Page83
Spending Overview84
Spending: Recategorizing a Transaction85
Budget Overview87
Auto-generated Budgets88
Budgets From Scratch88
Editing or Deleting a Budget89
Managing Budgets90
Trends Overview91
Cash Flow Overview92
Adding a Suggested Cash Event93
Creating Your Own Cash Event94
Editing, Deleting or Skipping a Cash Event96
Net Worth Overview97
Debts Overview98
Services99
Stop Payment Request99
Single Check99
Multiple Checks100
Reordering Checks101
Credit Score102
Easy Switch103
Direct Deposits103
Manual Switch103
Switch Assist105
Recurring Payments108
Manual Switch108
Switch Assist109
Existing Switches111
Settings112
Account Preferences112
Text Enrollment113
Address Change Request115
Themes and Languages116
Accessibility117
Locations118
Branches and ATMs118

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