b1Bank Consumer Account User Guide

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Secure Message Overview.........................................................................................39 Sending a Secure Message.........................................................................................40 Transaction Types Moving Money Overview............................................................................................41 Transactions Funds Transfer.............................................................................................................43 Loan Payments............................................................................................................45 Person to Person Transactions .................................................................................47 Linking Someone’s b1Bank Account.................................................................................. 47 Single Transfers Between b1Bank Accounts..................................................................... 48 Adding a Personal External Account.........................................................................49 Verifying a Personal External Account......................................................................50 Activity Center Overview............................................................................................51 Using Filters........................................................................................................................... 52 Creating or Deleting Custom Views Using Favorites........................................................ 52 Editing Transactions............................................................................................................. 53 Canceling Transactions........................................................................................................ 54 Bill Payment Bill Payment Overview................................................................................................55 Hiding or Unhiding Payees from Payment Screen........................................................... 57 Hide a Payee......................................................................................................................... 57 Unhide a Payee..................................................................................................................... 57 Creating a Payee Overview........................................................................................58 Creating a Payee: Company.......................................................................................59 For a Known Payee............................................................................................................... 60 For an Unknown Payee........................................................................................................ 61 Creating a Payee: Person............................................................................................62 Part 1 of 3: Choosing Payee and Payment Method......................................................... 62 Part 2 of 3: Adding Payee Information.............................................................................. 63 Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code........................ 64 Editing a Payee.............................................................................................................65 Deleting a Payee..........................................................................................................66 Scheduling Payments..................................................................................................67 Rush Delivery...............................................................................................................68 Recurring Payments....................................................................................................70 Editing Payments.........................................................................................................72 Skipping Payments......................................................................................................74 Deleting Payments......................................................................................................75 Setting Up eBills...........................................................................................................76