Warsaw Federal Personal Digital Banking User 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
13
Home Page Overview
13
Asset/Debt Summary Overview
15
Mobile Thumb Bar
16
Account Details Overview
17
Quick Transfer
19
Account Nickname
20
Details & Settings
21
Account Grouping
22
Editing a Group Name
23
Deleting a Group
23
Security
24
Protecting Your Information
24
General Guidelines
24
Username and Password
24
Fraud Prevention
24
Security Preferences
25
Change Password
25
Change Username
26
Secure Delivery
27
Mobile Security Preferences
28
Enabling Touch ID or Fingerprint Login
28
Enabling Face ID
30
Enabling Passcode Authentication
31
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login
32
Apple® Watch
33
Apple® Watch Setup
33
Viewing Balances and Transactions
33
Alerts Overview
34
History Alerts
35
Online Transaction Alerts
36
Reminders
37
Security Alerts Overview
38
Editing Delivery Preferences
38
Enabling and Disabling Push Notifications
39
Secure Message Overview
40
Sending a Secure Message
41
Transaction Types
42
Moving Money Overview
42
Transactions
44
Transfer Funds
44
Loan Payments
46
Adding a Personal External Account
48
Instant Verification
48
Micro-Deposits
49
Verify an External Transfer Account
50
Manage External Transfer Accounts
52
Nickname External Transfer Accounts
52
Remove External Transfer Accounts
53
Customer to Customer
54
Linking Someone’s Warsaw Federal Account
54
Single Transfers Between Warsaw Federal Accounts
55
Manage Transactions Overview
56
Using Filters
57
Creating or Deleting Custom Views Using Favorites
58
Editing Transactions
59
Canceling Transactions
60
Bill Pay
61
Overview
61
Creating a Payee
62
Known Company
62
Unknown Company
64
Person
66
Editing a Payee
68
Deleting a Payee
69
Editing Pending Payments
74
Cancel Pending Payments
75
Viewing Transaction Details
76
Single Transaction
76
Multiple Transactions
77
Creating a Reminder
79
Managing Reminders
81
Editing Reminders
82
Deleting Reminders
83
Editing Account Name
84
Deleting an Account
85
Personal Finance Manager
86
Initial Setup
86
Linking an Account
86
Unlinking an Account
87
Categorizing Transactions
88
Splitting a Transaction
89
Online Banking Home Page
90
Spending Overview
91
Spending: Recategorizing a Transaction
92
Budgets Overview
94
Auto-generated Budgets
95
Budgets From Scratch
95
Editing or Deleting a Budget
96
Managing Budgets
97
Trends Overview
98
Cash Flow Overview
99
Adding a Suggested Cash Event
100
Creating Your Own Cash Event
101
Editing, Deleting or Skipping a Cash Event
103
Net Worth Overview
104
Debts Overview
105
Services
106
Stop Payment Request
106
Single Check
106
Multiple Checks
107
Check Reorder
108
Credit Score and Report
109
Mobile Deposits
110
eStatements
111
Edit Delivery Options
112
Card Swap
113
Card Swap
113
Getting Started
113
Overview
115
Update Direct Deposits
116
Direct Deposits
116
Manual Switch
116
Recurring Payments
118
Switch Assist
118
Existing Switches
119
Settings
120
Address Management
120
Text Enrollment
122
Instant Balance
124
To Enable Instant Balance
124
To Use Instant Balance
125
Account Preferences
126
Accessibility
127
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