WebsterFive Digital Banking Consumer User Guide

First page Table of contents Next page Last page

Getting Started	8
User Enrollment	8
Self-Enrollment	8
Logging Off	9
Mobile	10
Logging Off	10
Retrieve a Forgotten Username	11
Resetting a Forgotten Password	12
Transactions Page	13
Transactions Page Overview	13
Desktop Account Details	14
Mobile	16
Desktop Account Preferences	18
Edit Nickname	18
Hide Account	19
Unhide Account	19
Mobile Account Preferences	20
Edit Nickname	20
Hide Account	21
Unhide Account	21
Viewing a Transaction Image	22
Desktop	22
Mobile	23
Attaching an Image to a Transaction	24
Keep track of your expenses by attaching receipts, invoices and other images to individual transactions.	24
Desktop	24
Mobile	25
Security	26
Protecting Your Information	26
General Guidelines	26
Login ID and Password	26
Fraud Prevention	26
Alerts Delivery Options	27
Enjoy convenience, ease and peace of mind when it comes to your Digital Banking. Alerts help you stay on top of your finances by notifying you via email, text or both when the specified criteria are met.	27
Desktop Delivery Preferences	27
Mobile Delivery Preferences	28
Editing Alerts	29
Security Alerts	29
Account Alerts	30
Secure Message Overview	31
Sending a Secure Message	32
Mobile Security	33
Enabling Touch ID, Fingerprint Login or Face ID	33
Enabling PIN Login	36
Move Money	38
Deposit a Check	38
Viewing Check Deposit History	39
Transfers	40
Managing Transfers	42
A2A External Transfers	43
Adding External Accounts	43
Deleting an External Account	45
External Account Transfer	46
Managing External Transfers	48
Editing a Transfer on a Desktop Computer	48
Deleting a Transfer on a Desktop Computer	49
Editing a Transfer on a Mobile Device	50
Deleting a Transfer on a Mobile Device	51
Loan Transfers	52
When you need to make a one-time or recurring transfer to a Webster Five loan, you can use the Loan Transfers feature.	52
Initiating a Transaction	52
Managing Loan Transfers	54
C2C Pay a Customer	55
Sending Money	55
Viewing Payment Details	56
P2P Pay a Person	57
Sending Money	57
Requesting Money	58
Deleting a Payee	59
Viewing Activity	60
Bill Pay	61
Pay Bills Overview	61
Creating a Payee	61
Editing a Payee	62
Deleting a Payee	63
Making a New Payment	64
Editing a Payment	65
Deleting a Payment	67
Creating a Recurrence	68
Editing a Recurring Payment	69
Deleting a Recurrence	70
Creating a Reminder	71
Services	72
Stop Payment Request	72
Single Check	72
Range of Checks	74
Mobile Manage Cards	76
Disabling or Enabling a Card	76
Merchant Controls	77
Spending Controls	78
Transaction Controls	79
Travel and Location Controls	80
Desktop Manage Cards	81
Disabling or Enabling a Card	81
Merchant Controls	82
Spending Controls	83
Transaction Controls	84
Travel and Location Controls	85
Reordering Checks	86
Direct Deposit Info	87
Statement Delivery	88
Initial Setup	90
Tagging Transactions	92
Splitting a Transaction	94
Manage My Money Dashboard	96
Spending by Category	97
Budget	99
Adding Budgets	100
Managing Budgets	101
Add a Budget Alert	103
Cashflow Overview	104
Add a Bill or Income	105
Net Worth	106
Add an Unlinked Asset or Debt	107
Goals	108
Adding Goals	109
Save for Goals	109
Pay Off Goals	110
Add a Goal Alert	111
Managing Goals	112
Account Reporting	113
Account Reporting (Desktop Only)	113
Creating a New Report	113
Deleting an Existing Report	114
Editing an Existing Report	115
Running an Existing Report	116
Settings	117
Profile	117
Settings	118
Changing Account Order	118
Contact Us	119
Important Phone Numbers	119

Made with FlippingBook Ebook Creator