Setup
This page provides information on what you'll need to bring to MX to help us configure your MX Mobile Banking app. You'll work with us to customize the app's appearance and integrate webviews for external content. This section guides you through the essential setup steps to brand the app for your institution and prepare it for deployment.
Customization Options
The MX Mobile Banking app offers extensive customization options:
- Visual Branding: Colors, fonts, icons, app logo, and background images
- UI Components: Button styles, card styles, navigation bar, and app bar
- Content Integration: Webviews for help, legal, FAQs, and location information
- Themes: Light and dark mode variations for each theme
See Theming for more information.
Configuration Checklist
Ensure you have the following assets and information:
Required Assets
- App icon (1024x1024px PNG)
- App logo (636x226px PNG or high-quality JPEG)
- Brand colors (hex values for light and dark modes)
- Institution name for display in the app
Optional Assets
- Background image (1179 × 2556px PNG or JPEG)
- Custom font files (.ttc, .ttf, or .otf with appropriate license)
- Custom icon set (SVG library or Figma link)
- URLs for webview content (help documentation, legal pages, etc.)
MX will use this information to customize your app for your institution.
Getting Help
If you need help during setup:
- Contact your MX account representative
- Submit questions through the support portal
- Review feature-specific documentation for detailed configuration options
General Configurations
These settings apply to the whole app. Contact your MX representative to select or change your configurations.
| Configuration | Definition | Default |
|---|---|---|
| Routing number | Your financial institution's routing number. | null |
| FDIC disclaimers enabled | If true, enables the FDIC banner. | false |
Widgets
These configurations determine which MX PFM widgets the app will use. All widgets display by default.
| Widget | Default |
|---|---|
| Budgets | true |
| Cash Flow | true |
| Debts | true |
| Goals | true |
| Insights | true |
| Investments | true |
| Net Worth | true |
| Spending | true |
| Trends | true |
| Recurring Transactions | true |