Getting Started | 8 |
New User Enrollment | 8 |
Logging In | 9 |
Logging Off | 9 |
Resetting A Forgotten Password | 10 |
Home Page | 12 |
Home Page Overview | 12 |
Account Summary Overview | 14 |
Account Details Overview | 15 |
Quick Transfer | 17 |
Account Nickname | 18 |
Account Grouping | 19 |
Editing a Group Name | 20 |
Deleting a Group | 20 |
Outstanding Bill Payments | 21 |
Security | 22 |
Protecting Your Information | 22 |
General Guidelines | 22 |
Login ID and Password | 22 |
Fraud Prevention | 22 |
Security Preferences | 23 |
Change Password | 23 |
Change Login ID | 24 |
Secure Delivery | 25 |
Mobile Security Preferences | 26 |
Enabling Touch ID or Fingerprint Login | 26 |
Enabling Face ID | 28 |
Enabling Passcode Authentication | 29 |
Disabling Passcode Authentication, Touch ID/Face ID
or Fingerprint Login | 30 |
Alerts Overview | 31 |
Account Alerts | 32 |
History Alerts | 33 |
Non-Online Transaction Alerts | 34 |
Online Transaction Alerts | 35 |
Reminder | 36 |
Security Alerts Overview | 37 |
Edit Delivery Preferences | 37 |
Secure Message Overview | 38 |
Sending a Secure Message | 39 |
Transaction Types | 40 |
Moving Money Overview | 40 |
Transactions | 42 |
Funds Transfer | 42 |
Loan Payments | 44 |
Banner P2P | 46 |
Single Transfers Between Banner Bank Accounts | 46 |
Linking Someone’s Banner Bank Account | 47 |
Add External Account | 48 |
Verify External Account | 49 |
Activity Center Overview | 50 |
Using Filters | 51 |
Creating or Deleting Custom Views Using Favorites | 51 |
Editing Transactions | 52 |
Canceling Transactions | 53 |
Statements, Notices, Taxes | 54 |
Snapshot Deposit | 55 |
Deposit Check | 55 |
Debit Card Controls | 56 |
Debit Card Controls Overview | 56 |
To Add a New Card | 57 |
To Activate a Card | 58 |
Card Lock/Unlock | 59 |
Set Primary Device | 60 |
Card Details | 61 |
View Digital Card | 61 |
Spend Insights | 62 |
Card on File | 63 |
Debit Card Controls & Alerts | 64 |
Locations | 64 |
Merchant Types | 66 |
Transaction Types | 67 |
Spend Limits | 68 |
Alerts | 69 |
Location Alerts | 70 |
Merchant Alerts | 71 |
Transaction Type Alerts | 72 |
Spend Limit Alerts | 73 |
Debit Card Controls Recent Transations | 74 |
Manage Card | 75 |
Creating a Travel Plan | 75 |
Editing a Travel Plan | 77 |
Deleting a Travel Plan | 78 |
Report Card Lost/Stolen | 79 |
Set PIN | 80 |
Quick Bill Pay | 81 |
Bill Pay Overview | 81 |
Creating a Payee | 81 |
Editing a Payee | 83 |
Deleting a Payee | 84 |
Changing “Pay From” Accounts | 85 |
Making a Single Payment | 86 |
Paying Multiple Bills | 87 |
Payment Activity | 88 |
Cancel a Pending Payment | 89 |
Bill Payment | 90 |
Payments Overview | 90 |
Hiding or Unhiding Payees from Payment Screen | 91 |
Creating a Payee Overview | 92 |
Creating a Payee: Company | 93 |
Creating a Payee: Person | 95 |
Part 1 of 3: Choosing Payee and Payment Method | 95 |
Part 2 of 3: Adding Payee Information | 96 |
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code | 97 |
Editing a Payee | 98 |
Deleting a Payee | 99 |
Scheduling Payments | 100 |
Rush Delivery | 101 |
Recurring Payments | 103 |
Editing Payments | 104 |
Skipping Payments | 105 |
Canceling Payments | 106 |
Setting Up eBills | 107 |
Adding an Account | 108 |
Editing an Account | 109 |
Deleting an Account | 110 |
Editing Personal Information | 111 |
Editing Alerts | 112 |
Categories | 113 |
Editing a Category | 114 |
Deleting a Category | 115 |
Personal Financial Management | 116 |
Initial Setup | 116 |
Manual Accounts | 118 |
Edit a Manual Account | 119 |
Delete a Manual Account | 120 |
Categorizing Transactions | 121 |
Splitting a Transaction | 122 |
Online Banking Home Page | 123 |
Net Worth Overview | 124 |
Budgets Overview | 125 |
Auto-generated Budgets | 126 |
Budgets From Scratch | 126 |
Editing or Deleting a Budget | 127 |
Managing Budgets | 128 |
Spending Overview | 129 |
Spending: Recategorizing a Transaction | 130 |
Trends Overview | 132 |
Debts Overview | 133 |
Cash Flow Overview | 134 |
Adding a Suggested Cash Event | 135 |
Creating Your Own Cash Event | 136 |
Editing, Deleting or Skipping a Cash Event | 138 |
Services | 139 |
Credit Card | 139 |
TruRewards | 140 |
Text Enrollment | 141 |
Stop Payment Request | 142 |
Reordering Checks | 143 |
Change Address for All Accounts | 144 |
Live Chat | 145 |
Open Account | 146 |
Open a New Account | 146 |
Settings | 147 |
Account Preferences | 147 |
Themes | 148 |
Accessibility | 149 |
Locations | 150 |
Branches and ATMs | 150 |