Bank of Tennessee Online Banking Resource Guide
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
Account Details Overview
16
Quick Transfer
18
Account Nickname
19
Details & Settings
20
Account Grouping
21
Editing a Group Name
22
Deleting a Group
22
Security
23
Protecting Your Information
23
General Guidelines
23
Login ID and Password
23
Fraud Prevention
23
Security Preferences
24
Change Password
24
Change Login ID
25
Secure Delivery
26
Mobile Security Preferences
27
Enabling Touch ID or Fingerprint Login
27
Enabling Passcode Authentication
29
Disabling Passcode Authentication, Touch ID or Fingerprint Login
30
Enabling Face ID
31
Alerts Overview
32
Account Alerts
33
History Alerts
34
Online Transaction Alerts
35
Reminder
36
Security Alerts Overview
37
Edit Delivery Preferences
37
Enabling and Disabling Push Notifications
38
Secure Messaging
39
Secure Message Overview
39
Sending a Secure Message
40
Transaction Types
41
Moving Money Overview
41
Transactions
42
Funds Transfer
42
Loan Payments
44
Send Money with Zelle® Setup
46
Initial Setup
46
Adding a Recipient
47
Editing/Deleting a Recipient
48
Send Money with Zelle®
49
Request Money with Zelle®
50
Split Payment with Zelle®
51
Zelle® Settings
52
Activity Center Overview
53
Using Filters
54
Creating or Deleting Custom Views Using Favorites
54
Editing Transactions
55
Canceling Transactions
56
Integrated Bill Pay
57
Bill Pay Overview
57
Creating a Payee
57
Editing a Payee
59
Deleting a Payee
60
Changing “Pay From” Accounts
61
Making a Single Payment
62
Paying Multiple Bills
63
Payment Activity
64
Cancel a Pending Payment
65
Advanced Bill Pay
66
Payments Overview
66
Creating a Payee Overview
67
Creating a Payee
68
Editing a Payee
70
Deactivating or Deleting a Payee
71
Scheduling a Single Payment
72
Scheduling Multiple Payments
73
Setting Up Autopay
74
Editing a Payment
75
Deleting a Payment
76
Setting Up E-Bills
77
Cancelling E-Bills
78
Setting Up Reminders
79
Editing a Reminder
80
Alerts
81
Creating a Report
82
Editing a Report
83
Deleting a Report
84
Editing a Funding Account
85
Edit Current Funding Account
85
Changing Funding Account
86
Creating a Category
87
Changing a Category Name
88
Deleting a Category
89
Financial Tools
90
Initial Setup
90
Linking an Account
90
Unlinking an Account
91
Categorizing Transactions
92
Splitting a Transaction
93
Online Banking Home Page
94
Spending Overview
95
Spending: Recategorizing a Transaction
96
Budgets Overview
98
Auto-generated Budgets
99
Budgets From Scratch
99
Editing or Deleting a Budget
100
Managing Budgets
101
Trends Overview
102
Cash Flow Overview
103
Adding a Suggested Cash Event
104
Creating Your Own Cash Event
105
Editing, Deleting or Skipping a Cash Event
107
Net Worth Overview
108
Debts Overview
109
Services
110
CardSwap
110
Getting Started
110
Overview
112
Stop Payment Request
113
Single Check
113
Multiple Checks
114
ACH Stop Payment
115
Mobile Deposit Enrollment
116
Mobile Deposit
117
Reordering Checks
118
Travel Notification
119
Settings
121
Profile
121
Account Preferences
122
Text Enrollment
123
Address Change Request
125
Statement Delivery
126
Themes and Languages
127
Accessibility
128
Locations
129
Branches and ATMs
129
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