United Community Bank: A Quick and Easy Guide to Online Banking and Bill Pay

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Account Summary Overview	15
Manual Accounts	16
Add a Manual Account	16
Edit a Manual Account	18
Delete a Manual Account	19
Account Details Overview	20
Account Nickname	22
Details & Settings	23
Account Grouping	24
Editing a Group Name	25
Deleting a Group	25
Security	26
Protecting Your Information	26
General Guidelines	26
Login ID and Password	26
Fraud Prevention	26
Security Preferences	27
Change Password	27
Change Login ID	28
Secure Delivery	29
Mobile Security Preferences	30
Enabling Touch ID or Fingerprint Login	30
Enabling Passcode Authentication	32
Disabling Passcode Authentication, Touch ID or Fingerprint Login	33
Enabling Face ID	34
Apple® Watch	35
Apple®® Watch Setup	35
Viewing Balances and Transactions	35
Alerts Overview	36
Account Alerts	37
History Alerts	38
Online Transaction Alerts	39
Reminder	40
Enabling and Disabling Push Notifications	41
Secure Message Overview	42
Sending a Secure Message	43
Transaction Types	44
Moving Money Overview	44
Transactions	45
Funds Transfer	45
Add a Personal External Transfer Account	47
Instant Verification	47
Manage External Transfer Accounts	48
Nickname External Transfer Accounts	48
Remove External Transfer Accounts	49
Send Money with Zelle® Setup	50
Initial Setup	50
Adding a Recipient	51
Send Money with Zelle®	52
Request Money with Zelle®	54
Split Payment with Zelle®	55
Zelle® Settings	56
Activity Center Overview	57
Using Filters	58
Creating or Deleting Custom Views Using Favorites	58
Editing Transactions	59
Canceling Transactions	60
Bill Pay	61
Overview	61
Creating a Payee	62
Known Company	62
Unknown Company	64
Person	66
Editing a Payee	68
Deleting a Payee	69
eBills	70
Rush Delivery	71
Schedule Payments	72
Automatic Payments	73
Editing Pending Payments	75
Cancel Pending Payments	76
Viewing Transaction Details	77
Single Transaction	77
Multiple Transactions	78
Creating a Reminder	80
Managing Reminders	82
Editing Reminders	83
Deleting Reminders	84
Moving Payments	85
Editing Account Name	86
Deleting an Account	87
Personal Financial Management	88
Initial Setup	88
Linking an Account	88
Unlinking an Account	89
Initial Setup	90
Linking an Account	90
Categorizing Transactions	91
Splitting a Transaction	92
Online Banking Home Page	93
Spending Overview	94
Spending: Recategorizing a Transaction	95
Budgets Overview	97
Auto-generated Budgets	98
Budgets From Scratch	98
Editing or Deleting a Budget	99
Managing Budgets	100
Trends Overview	101
Cash Flow Overview	102
Adding a Suggested Cash Event	103
Creating Your Own Cash Event	104
Editing, Deleting or Skipping a Cash Event	106
Net Worth Overview	107
Debts Overview	108
Services	109
Stop Payment Request	109
Reordering Checks	110
Statements	111
Settings	112
Account Preferences	112
Text Enrollment	113
Accessibility	115
Statement Delivery	116
Locations	117
Branches and ATMs	117

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