OlyFed Online Banking Resource Guide
First page
Table of contents
Next page
Last page
Getting Started
8
New User Enrollment
8
Logging In
10
Logging Off
10
Resetting A Forgotten Password
11
Home Page
14
Home Page Overview
14
Asset Summary Overview
16
Account Details Overview
17
Quick Transfer
19
Account Nickname
20
Account Grouping
21
Editing a Group Name
22
Deleting a Group
22
Security
23
Protecting Your Information
23
General Guidelines
23
Login ID and Password
23
Fraud Prevention
23
Security Preferences
24
Change Password
24
Change Login ID
25
Secure Delivery
26
Mobile Security Preferences
27
Enabling Touch ID or Fingerprint Login
27
Enabling Passcode Authentication
29
Disabling Passcode Authentication, Touch ID or Fingerprint Login
30
Enabling Face ID
31
Apple Watch
32
Apple Watch Setup
32
Viewing Balances and Transactions
32
Alerts Overview
33
Account Alerts
34
History Alerts
35
Online Transaction Alerts
36
Reminder
37
Security Alerts Overview
38
Edit Delivery Preferences
38
Secure Message Overview
39
Sending a Secure Message
40
Transaction Types
41
Moving Money Overview
41
Transactions
43
Funds Transfer
43
Customer to Customer
45
Linking Someone’s OlyFed Account
45
Single Transfers Between OlyFed Accounts
46
Adding A Personal External Account
47
Verifying A Personal External Account
48
Digital Activity Center Overview
49
Using Filters
50
Creating or Deleting Custom Views Using Favorites
50
Editing Transactions
51
Canceling Transactions
52
Bill Pay
53
Overview
53
To Change Bill Pay Accounts
54
Creating a Payee
55
Verified Company
55
Unknown Company
57
Person
59
Editing a Payee
61
Deleting a Payee
62
Editing Pending Payments
67
Cancel Pending Payments
68
Viewing Transaction Details
69
Single Transaction
69
Multiple Transactions
70
Creating a Reminder
72
Managing Reminders
74
Editing Reminders
75
Deleting Reminders
76
Moving Payments
77
Editing Account Name
78
Deleting an Account
79
Personal Financial Management
80
Initial Setup
80
Linking an Account
80
Categorizing Transactions
81
Splitting a Transaction
82
Digital Banking Home Page
83
Spending Overview
84
Spending: Recategorizing a Transaction
85
Budget Overview
87
Auto-generated Budgets
88
Budgets From Scratch
88
Editing or Deleting a Budget
89
Managing Budgets
90
Trends Overview
91
Cash Flow Overview
92
Adding a Suggested Cash Event
93
Creating Your Own Cash Event
94
Editing, Deleting or Skipping a Cash Event
96
Net Worth Overview
97
Debts Overview
98
Services
99
Stop Payment Request
99
Single Check
99
Multiple Checks
100
Reordering Checks
101
Credit Score
102
Easy Switch
103
Direct Deposits
103
Manual Switch
103
Switch Assist
105
Recurring Payments
108
Manual Switch
108
Switch Assist
109
Existing Switches
111
Settings
112
Account Preferences
112
Text Enrollment
113
Address Change Request
115
Themes and Languages
116
Accessibility
117
Locations
118
Branches and ATMs
118
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