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Customer Service 1.800.982.4511 ONLINE AND MOBILE BANKING USER GUIDE

ONLINE AND MOBILE BANKING - · PDF fileCustomer Service: 1.800.982.4511 2 Online Banking and Mobile Banking User Guide Revised August 9, 2016 Online and Mobile Banking

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  • Customer Service1.800.982.4511

    ONLINE AND MOBILE BANKING

    USER GUIDE

  • 2Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Online and Mobile Banking User GuideOn August 10, 2016 were upgrading your online and mobile banking experience! With online banking from any device desktop, phone, and tablet youll be able to bank anywhere, anytime, like never before! Start getting excited for a more robust, intuitive virtual banking experience!

    To get started, click on a section below.

    Online Banking AccessExisting Users 3First-Time Users 9Download the New Mobile Banking App 17

    Mobile BankingHow to Make a Mobile Deposit 18Mobile Deposit FAQ 19Mobile Deposit Helpful Tips 21

    Bill PayPayments 23Live Help - Chat Now 24Add a Payee 25Pay a Bill 29Rush Delivery Bill Pay 33Set Up a Recurring Payment 36Add a Memo/Comment 40

  • 3Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Online Banking AccessOn August 10, 2016 we upgraded our online and mobile banking experience. If you are an existing user of FAB&T Online Banking, youll need to complete a few easy steps to enroll and begin using all the upgraded services.

    Existing UsErs

    Step 1: Visit fabandt.com and enter your current User ID just as you did with our previous online system and click Login.

    1. Enter your User ID and click Login.

  • 4Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Step 2: The first time you log in to the new Online Banking, you must enter the last four digits of your Social Security Number. You will then be directed to enter a new password.

    2. Enter the last four digits of your Social Security Number.

    Trouble ShootingIf you do not enter the last

    four digits of your Social Security Number, you will

    receive this error.

  • 5Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Step 4: Create a unique Security Phrase. This phrase will be displayed to you each time that you log in to Online Banking. The purpose of the phrase is so that you will know at a glance that, without a doubt, this is your Online Banking portal. A Security Phrase, unlike a Password, has no restrictions or special requirements; it can be whatever you choose: a name, car, song, title, sports team, etc.

    If you ever do not recognize the phrase when logging in, do not continue. Contact FAB&T immediately.

    4. Create a Security Phrase Here.

    Step 3: Create a New Password. You must first enter your Existing Password, which is now the last four of your Social Security Number. You may then enter a New Password of your choosing. Note that the requirements for the password are shown.

    Last four of Social Security Number.

    New Password

  • 6Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Step 5: Next, choose and answer five (5) Security Questions.

    You may choose a question from the drop-down box, or you may create your own. The answers you create are not case-sensitive.

    5. Choose and answer five (5) Security Questions.

    New FeatureYou can now create

    your own customized questions if youd like.

  • 7Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Step 6: Verify your Profile/Preferences.

    If you would like to edit the way your name appears when you are in Online Banking, you can change that here (First Name and Last Name fields). This will NOT change any information on your statements or on your account. This is also where you can opt in/out of the Password Reset feature along with configuring other miscellaneous settings. If you select to Allow Password Reset, you will be able to request an automatic password reset once the system identifies you using the five Security Questions you set up. Otherwise, youll need to contact FAB&T directly to access your account if you forget your password.

    Step 6: Enter your email address.

    You must enter a valid email address. You may enter in as many different email addresses as you would like, but you must list at least one.

    6. Verify your Profile/ Preferences using these fields.

    7. Enter a valid email address.

  • 8Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Final Step: Configure how you would like to receive your Security Code.

    The Security Code can be sent to you via Text Message (SMS) or Voice Phone Call (automated voice delivery). You will need a security code each time that you log in to Online Banking, unless you ask the system to remember your workstation.1 You may choose to send a test message to that phone number, and you may also choose to nickname your number. 2

    1 Note: For your security, you should never remember a workstation from a public location, such as a library or open-network environment.2 Message and data rates apply. Such charges include those from your communications service provider.

    Select Security Code Delivery Channel

  • 9Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    First-Time UsersWhether youre at home, at work or on the road, we are here for you 24 hours a day, 7 days a week with our Online Banking and Bill Payment services. This guide is designed to help you answer your questions about how Online Banking can help you conveniently and securely manage your finances online. After becoming an Online Banking customer, youll find you are able to reduce the amount of time spent managing your finances. Welcome, and we hope you enjoy this quick and convenient guide to Online Banking!

    EnrollmEnt

    To enroll in Online Banking, simply follow the steps below.

    Step 1: Visit fabandt.com and under MENU, choose Personal and click on Convenience Services.

    1. Click Here

  • 10Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Step 2: Once on the Convenience Services page, click on here under Online Banking.

    Step 3: Under New Users, click on register online.

    3. Click Here

    Your life doesnt always allow you the opportunity to make it to a branch, or conduct business during normal operating hours. Thats why we offer one of the best Online and Mobile Banking products on the market. Our Online and Mobile Banking platforms provide you with a consistent and seamless experience. Whether you are on a computer, smartphone or tablet; the look, feel and features will be consistent. Some of the most prominent features include: person-to-person transfers, secure Bill Pay anywhere at any time, the ability to send personalized gift checks or make charitable donations, view check images online and on our smart-phone and tablet app, and the ability to deposit checks via your camera-enabled smartphone or tablet. You can do it all with online banking from FAB&T. To enroll in Online Banking, click here.

    2. Click Here

  • 11Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Step 5: Once you have read the agreement, scroll to the bottom of the page and click on Close Window to return to the previous screen.

    Online Banking Agreement

    Step 4: You must view and accept our Online Banking Agreement before proceeding. To view the agreement, click the link Online Banking Agreement.

    4. Click Here

    5. Click Here

  • 12Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Step 6: Click Accept to proceed to the next step.

    7. Choose appropriate answer here.

    Step 7: Select the appropriate answer to Is this a Business?

    6. Click Here

  • 13Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Step 8: Enter your information into the fields shown.

    Please note that your information must match exactly how it appears on your account.

    8. Enter your information in the fields.

    Step 9: Create a Username (minimum 6 characters) and a Password.

    Note that the requirements for the password are shown.

    9. Create a Username & Password.

  • 14Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Step 10: Create a unique Security Phrase. This phrase will be displayed to you each time that you log in to Online Banking. The purpose of the phrase is so that you will know at a glance that, without a doubt, this is your Online Banking portal. A Security Phrase, unlike a Password, has no restrictions or special requirements; it can be whatever you choose. A name, car, song, title, sports team, etc.

    If you ever do not recognize the phrase when logging in, do not continue. Contact FAB&T immediately.

    10. Create a Security Phrase Here.

    Step 11: Next, choose and answer five (5) Security Questions.

    You may choose a question from the drop-down box, or you may create your own. The answers you create are not case-sensitive.

    11. Choose and answer five (5) security questions.

  • 15Customer Service: 1.800.982.4511

    Revised August 9, 2016Online Banking and Mobile Banking User Guide

    Step 12: Verify your Profile/Preferences.

    If