Warsaw Federal Personal Digital Banking User Guide

Getting Started8
New User Enrollment8
Logging In10
Logging Off10
Resetting a Forgotten Password11
Home Page13
Home Page Overview13
Asset/Debt Summary Overview15
Mobile Thumb Bar16
Account Details Overview17
Quick Transfer19
Account Nickname20
Details & Settings21
Account Grouping22
Editing a Group Name23
Deleting a Group23
Security24
Protecting Your Information24
General Guidelines24
Username and Password24
Fraud Prevention24
Security Preferences25
Change Password25
Change Username26
Secure Delivery27
Mobile Security Preferences28
Enabling Touch ID or Fingerprint Login28
Enabling Face ID30
Enabling Passcode Authentication31
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login32
Apple® Watch33
Apple® Watch Setup33
Viewing Balances and Transactions33
Alerts Overview34
History Alerts35
Online Transaction Alerts36
Reminders37
Security Alerts Overview38
Editing Delivery Preferences38
Enabling and Disabling Push Notifications39
Secure Message Overview40
Sending a Secure Message41
Transaction Types42
Moving Money Overview42
Transactions44
Transfer Funds44
Loan Payments46
Adding a Personal External Account48
Instant Verification48
Micro-Deposits49
Verify an External Transfer Account50
Manage External Transfer Accounts52
Nickname External Transfer Accounts52
Remove External Transfer Accounts53
Customer to Customer54
Linking Someone’s Warsaw Federal Account54
Single Transfers Between Warsaw Federal Accounts55
Manage Transactions Overview56
Using Filters57
Creating or Deleting Custom Views Using Favorites58
Editing Transactions59
Canceling Transactions60
Bill Pay61
Overview61
Creating a Payee62
Known Company62
Unknown Company64
Person66
Editing a Payee68
Deleting a Payee69
Editing Pending Payments74
Cancel Pending Payments75
Viewing Transaction Details76
Single Transaction76
Multiple Transactions77
Creating a Reminder79
Managing Reminders81
Editing Reminders82
Deleting Reminders83
Editing Account Name84
Deleting an Account85
Personal Finance Manager86
Initial Setup86
Linking an Account86
Unlinking an Account87
Categorizing Transactions88
Splitting a Transaction89
Online Banking Home Page90
Spending Overview91
Spending: Recategorizing a Transaction92
Budgets Overview94
Auto-generated Budgets95
Budgets From Scratch95
Editing or Deleting a Budget96
Managing Budgets97
Trends Overview98
Cash Flow Overview99
Adding a Suggested Cash Event100
Creating Your Own Cash Event101
Editing, Deleting or Skipping a Cash Event103
Net Worth Overview104
Debts Overview105
Services106
Stop Payment Request106
Single Check106
Multiple Checks107
Check Reorder108
Credit Score and Report109
Mobile Deposits110
eStatements111
Edit Delivery Options112
Card Swap113
Card Swap113
Getting Started113
Overview115
Update Direct Deposits116
Direct Deposits116
Manual Switch116
Recurring Payments118
Switch Assist118
Existing Switches119
Settings120
Address Management120
Text Enrollment122
Instant Balance124
To Enable Instant Balance124
To Use Instant Balance125
Account Preferences126
Accessibility127

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