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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