Banner Online Banking eGuide

Getting Started8
New User Enrollment8
Logging In9
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Account Summary Overview14
Account Details Overview15
Quick Transfer17
Account Nickname18
Account Grouping19
Editing a Group Name20
Deleting a Group20
Outstanding Bill Payments21
Protecting Your Information22
General Guidelines22
Login ID and Password22
Fraud Prevention22
Security Preferences23
Change Password23
Change Login ID24
Secure Delivery25
Mobile Security Preferences26
Enabling Touch ID or Fingerprint Login26
Enabling Face ID28
Enabling Passcode Authentication29
Disabling Passcode Authentication, Touch ID/Face ID or Fingerprint Login30
Alerts Overview31
Account Alerts32
History Alerts33
Non-Online Transaction Alerts34
Online Transaction Alerts35
Security Alerts Overview37
Edit Delivery Preferences37
Secure Message Overview38
Sending a Secure Message39
Transaction Types40
Moving Money Overview40
Funds Transfer42
Loan Payments44
Banner P2P46
Single Transfers Between Banner Bank Accounts46
Linking Someone’s Banner Bank Account47
Add External Account48
Verify External Account49
Activity Center Overview50
Using Filters51
Creating or Deleting Custom Views Using Favorites51
Editing Transactions52
Canceling Transactions53
Statements, Notices, Taxes54
Snapshot Deposit55
Deposit Check55
Debit Card Controls56
Debit Card Controls Overview56
To Add a New Card57
To Activate a Card58
Card Lock/Unlock59
Set Primary Device60
Card Details61
View Digital Card61
Spend Insights62
Card on File63
Debit Card Controls & Alerts64
Merchant Types66
Transaction Types67
Spend Limits68
Location Alerts70
Merchant Alerts71
Transaction Type Alerts72
Spend Limit Alerts73
Debit Card Controls Recent Transations74
Manage Card75
Creating a Travel Plan75
Editing a Travel Plan77
Deleting a Travel Plan78
Report Card Lost/Stolen79
Set PIN80
Quick Bill Pay81
Bill Pay Overview81
Creating a Payee81
Editing a Payee83
Deleting a Payee84
Changing “Pay From” Accounts85
Making a Single Payment86
Paying Multiple Bills87
Payment Activity88
Cancel a Pending Payment89
Bill Payment90
Payments Overview90
Hiding or Unhiding Payees from Payment Screen91
Creating a Payee Overview92
Creating a Payee: Company93
Creating a Payee: Person95
Part 1 of 3: Choosing Payee and Payment Method95
Part 2 of 3: Adding Payee Information96
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code97
Editing a Payee98
Deleting a Payee99
Scheduling Payments100
Rush Delivery101
Recurring Payments103
Editing Payments104
Skipping Payments105
Canceling Payments106
Setting Up eBills107
Adding an Account108
Editing an Account109
Deleting an Account110
Editing Personal Information111
Editing Alerts112
Editing a Category114
Deleting a Category115
Personal Financial Management116
Initial Setup116
Manual Accounts118
Edit a Manual Account119
Delete a Manual Account120
Categorizing Transactions121
Splitting a Transaction122
Online Banking Home Page123
Net Worth Overview124
Budgets Overview125
Auto-generated Budgets126
Budgets From Scratch126
Editing or Deleting a Budget127
Managing Budgets128
Spending Overview129
Spending: Recategorizing a Transaction130
Trends Overview132
Debts Overview133
Cash Flow Overview134
Adding a Suggested Cash Event135
Creating Your Own Cash Event136
Editing, Deleting or Skipping a Cash Event138
Credit Card139
Text Enrollment141
Stop Payment Request142
Reordering Checks143
Change Address for All Accounts144
Live Chat145
Open Account146
Open a New Account146
Account Preferences147
Branches and ATMs150

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