First PREMIER Online Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
7
New User Enrollment
7
Logging In
9
Logging Off
9
Resetting A Forgotten Password
10
Home Page
12
Home Page Overview
12
Account Details Overview
14
Quick Transfer
16
Account Grouping
17
Editing a Group Name
18
Deleting a Group
18
Security
19
Protecting Your Information
19
General Guidelines
19
Login ID and Password
19
Fraud Prevention
19
Security Preferences
20
Change Password
20
Change Login ID
21
Secure Delivery
22
Mobile Security Preferences
23
Enabling Touch ID or Fingerprint Login
23
Enabling Passcode Authentication
25
Disabling Passcode Authentication, Touch ID or Fingerprint Login
26
Alerts Overview
27
Date Alerts
28
Account Alerts
29
History Alerts
30
Online Transaction Alerts
31
Security Alerts Overview
32
Edit Delivery Preferences
32
Secure Message Overview
33
Sending a Secure Message
34
Transaction Types
35
Moving Money Overview
35
Transactions
36
Funds Transfer
36
Online Banking Activity Overview
38
Using Filters
39
Creating or Deleting Custom Views Using Favorites
39
Canceling Transactions
40
Integrated Bill Pay
41
Bill Pay Overview
41
Managing Payees
43
Creating a Payee
43
Editing a Payee
44
Deleting a Payee
45
Making a Manual Payment
46
Paying Multiple Bills
48
Canceling Pending Transactions
49
Advanced Bill Pay
50
Payments Overview
50
Create a Payee
52
Schedule Payments
54
Recurring Payments
55
Edit or Cancel Payments
56
Rush Delivery
58
eBills
60
Categories
61
Services
62
Stop Payment Request
62
Single Check
62
Multiple Checks
65
Reordering Checks
68
Account Preferences
69
Text Enrollment
70
Address Change Request
72
Statement Delivery
73
Debit Card Services
74
Personal Financial Management
75
Welcome
75
About This Guide
75
Understanding PFM
76
Supporting Your Financial Plan
76
PFM Overview
78
Online Banking Home Page
78
Your First PFM Session
79
Managing Categories
80
Automatic Categorization
80
Enter Manual Category
80
Split a Transaction Category
81
Link an Account
82
Report Widgets
83
Net Worth
83
Budget
84
Automatically Generate a Budget
84
Create/Edit a Budget
85
Spending
86
Trends
87
Debts
88
Locations
89
Locations and ATMs
89
Made with
FlippingBook
- Online Brochure Maker