b1Bank Consumer Account User Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Home Page Overview	11
Account Summary Overview	13
Account Details Overview	14
Quick Transfer	16
Account Nickname	17
Details & Settings	18
Account Grouping	19
Editing a Group Name	20
Deleting a Group	20
Security	21
Protecting Your Information	21
General Guidelines	21
Login ID and Password	21
Fraud Prevention	21
Security Preferences	22
Change Password	22
Change Login ID	23
Secure Delivery	24
Mobile Security Preferences	25
Enabling Touch ID or Fingerprint Login	25
Enabling Passcode Authentication	27
Enabling Face ID	28
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	29
Apple® Watch	30
Apple® Watch Setup	30
Viewing Balances and Transactions	30
Alerts Overview	31
Account Alerts	32
History Alerts	33
Online Transaction Alerts	34
Reminders	35
Security Alerts Overview	36
Editing Delivery Preferences	36
Enabling and Disabling Push Notifications	37
Secure Message Overview	38
Sending a Secure Message	39
Transaction Types	40
Moving Money Overview	40
Transactions	42
Funds Transfer	42
Loan Payments	44
Person to Person Transactions	46
Linking Someone’s b1Bank Account	46
Single Transfers Between b1Bank Accounts	47
Adding a Personal External Account	48
Verifying a Personal External Account	49
Activity Center Overview	50
Using Filters	51
Creating or Deleting Custom Views Using Favorites	51
Editing Transactions	52
Canceling Transactions	53
Bill Payment	54
Bill Payment Overview	54
Hiding or Unhiding Payees from Payment Screen	56
Hide a Payee	56
Unhide a Payee	56
Creating a Payee Overview	57
Creating a Payee: Company	58
For a Known Payee	59
For an Unknown Payee	60
Creating a Payee: Person	61
Part 1 of 3: Choosing Payee and Payment Method	61
Part 2 of 3: Adding Payee Information	62
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	63
Editing a Payee	64
Deleting a Payee	65
Scheduling Payments	66
Rush Delivery	67
Recurring Payments	69
Editing Payments	71
Skipping Payments	73
Deleting Payments	74
Setting Up eBills	75
Adding an Account	76
Editing an Account	77
Deleting an Account	78
Editing Alerts	79
Categories	80
Editing a Category	81
Deleting a Category	82
GiftPay Overview	83
Creating a Recipient: Gift Check	84
Creating a Recipient: Donation	86
Sending a Gift	88
Sending a Donation	90
Editing a Gift or Donation Recipient	92
Deleting a Gift or Donation Recipient	93
Editing a Pending Gift or Donation	95
Deleting a Pending Gift or Donation	97
Services	99
Stop Payment Request	99
Mobile Deposit Enrollment	100
Mobile Deposits	101
Settings	102
Profile	102
Account Preferences	103
Text Enrollment	104
Statement Delivery	106
Accessibility	108
Locations	109
Branches and ATMs	109

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