Prism Bank Digital Banking User Guide

5

Cashflow Overview .....................................................................................................49 Add a Bill or Income ............................................................................................................ 50 Net Worth ....................................................................................................................51 Add an Unlinked Asset or Debt.......................................................................................... 52 Goals.............................................................................................................................53 Adding Goals ........................................................................................................................ 54 Save for Goals....................................................................................................................... 54 Pay Off Goals ........................................................................................................................ 55 Add a Goal Alert ................................................................................................................... 56 Managing Goals ................................................................................................................... 57 Security Protecting Your Information......................................................................................58 General Guidelines .............................................................................................................. 58 Login ID and Password........................................................................................................ 58 Fraud Prevention ................................................................................................................. 58 Login Settings ..............................................................................................................59 Change Username ............................................................................................................... 59 Change Password ................................................................................................................ 60 Change Security Questions................................................................................................. 61 Recent Logins ..............................................................................................................62 Mobile Security Preferences......................................................................................63 Enabling Biometric Sign-In.................................................................................................. 63 Enabling FaceID.................................................................................................................... 64 Enabling PIN Login......................................................................................................65 Auto-Login....................................................................................................................66 Alerts Alerts Overview ...........................................................................................................67 Custom Alerts....................................................................................................................... 68 Bill Pay Alerts........................................................................................................................ 69 Security Alerts ...................................................................................................................... 70 Money Manager Alerts........................................................................................................ 71 Turning Alerts On and Off................................................................................................... 72 Editing or Deleting Alerts ...........................................................................................73 Previous Alerts ............................................................................................................74 Move Money Move Money Overview...............................................................................................75 Bill Pay Enrollment......................................................................................................76 Adding a Payee............................................................................................................78 Person to Person Payee...................................................................................................... 78