Banner Online Banking eGuide
2-22-24
Personal Banking User Guide
II
Published by Murphy & Company, Inc. 13610 Barrett Office Dr
St. Louis, MO 63021 www.mcompany.com
© 2009-2024 Murphy & Company, Inc. Microsoft, Microsoft Money, Windows and Internet Explorer are registered trademarks of Microsoft Corporation. Firefox is a registered trademark of the Mozilla Foundation. Quicken is a registered trademark of Intuit, Inc. Macintosh is a registered trademark of Apple Computer, Inc. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012 Portions of this guide were written by Q2eBanking. Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.
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Getting Started
Welcome to Online Banking. Whether at home or at the office, from a mobile phone, tablet or laptop, we strive to make your online banking experience easy and convenient. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the online banking process. If you have additional questions, please contact us during business hours (Monday through Friday, 7 a.m. – 7 p.m. Pacific Time) at 800-272-9933. For online assistance, sign into Banner Online Banking and click the Chat icon to start a text conversation. Our live chat support team is available weekdays 7 am to 6 pm Pacific Time.
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Table of Contents Getting Started
New User Enrollment....................................................................................................8 Logging In.......................................................................................................................9 Logging Off.............................................................................................................................. 9 Resetting A Forgotten Password...............................................................................10 Home Page 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 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
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Transaction Types Moving Money Overview............................................................................................40 Transactions 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 Deposit Check..............................................................................................................55 Debit Card Controls 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
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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 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 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
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Deleting a Category..................................................................................................115 Personal Financial Management 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 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 Open a New Account...............................................................................................146 Settings Account Preferences................................................................................................147 Themes...................................................................................................................... 148 Accessibility............................................................................................................... 149 Locations Branches and ATMs.................................................................................................150
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Getting Started
New User Enrollment If you are new to Online Banking, you need to complete the enrollment process the first time that you log in. Once you complete these few quick steps, you will be on your way to banking everywhere you go. 1. Type bannerbank.com into your browser and click the “Enroll in Online Banking” link. 2. Fill out appropriate registration form (Personal or Business) with the required information.
Note : The details that you provide are verified by comparing them to your contact information in our system. If the information does not match, call us during our business hours at 800-272-9933 to update your profile.
3. A confirmation message appears. Click the Go to Login button to continue logging in. 4. Select the delivery method for the Secure Access Code (SAC). This numbered code is only valid for a short time, and if it expires, you need to request a new one. 5. Enter the SAC and click the Submit button. 6. Review your profile information and update as needed then click the Submit Profile button. 7. Create a new password based on our password requirements and click the Submit button when you are finished. 8. Review the Online Banking Terms and Conditions and click the I Accept button to agree. 9. Choose whether to register your device for future logins. If you click the Register Device button, you will never need to request SACs from that device. 10. Congratulations, you have successfully logged in to Online Banking! If you have any questions or concerns, call us during our business hours at 800-272-9933.
Getting Started: New User Enrollment
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Getting Started Logging In
After your first-time enrollment, logging in is easy and only requires your login ID and password. If you are logging in using a device that you have not previously registered, you need to request a Secure Access Code (SAC).
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1. Click Sign In from our Home page. 2. From the drop-down menu, select the type of account you wish to sign into. 3. Click the Sign In button. 4. Enter your login ID and password and click the Log In button. A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20 11b 12b 13b 14b 15b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3
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Note : If you enter an incorrect password too many times, your account will be temporarily locked. Please call us during our business hours at 800-272-9933 for assistance.
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Logging Off For your security, you should always log off when you finish your online banking J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J3
session. We may also log you off due to inactivity. 1. Click the Log Off tab in the navigation menu. 2. Close your internet browser.
Getting Started: Logging In
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Getting Started Resetting A Forgotten Password
If you happen to forget your password, you can easily reestablish a new one from the Banner Bank Home page—no need to call us!
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1. Click “ Forgot your password? ” to reset your password. 2. Enter your login ID and click the Submit button.
Note : You may not be able to change your password if your account is locked or if you are resetting your password from an unregistered device.
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Getting Started: Resetting A Forgotten Password
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3. Choose the contact method that allows Banner Bank to reach you immediately with a 6-digit Secure Access Code (SAC). 4. Enter the SAC and click the Submit button. 5. Create a new password based on our password requirements (see screenshot above) and click the Submit button when you are finished.
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Getting Started: Resetting A Forgotten Password
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Home Page
Home Page Overview
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 After logging in, you are taken directly to the Home page. This page is divided into three convenient sections to help you navigate to every feature within Online Banking. Here you can view the balances in your Banner Bank accounts, see your account summaries and more!
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Note : The letters correspond to several available features on the Home page.
Home Page: Home Page Overview
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A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate drop-down tab. B. Your Banner Bank accounts are displayed in an account card with its balance. C. If you click an account name, you are taken to the Account Details page. You can also click the icon on the right side of an account card and select View Activity for more details. D. The icon allows you to print a summary of current available funds in your accounts. E. You can expand or collapse account details by clicking the icon. F. If you click and hold an account card, you can drag and drop it to a new location to change the order in which your accounts appear. G. The Quick Actions links in the top right corner let you quickly access different Online Banking features.
Home Page: Home Page Overview
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J2 A. The Total Assets widget gives you the total amount of money in your accounts and breaks down those funds into percentages. B. Each colored piece represents one of your Banner Bank accounts and displays its percentage of total funds as well as the balance. C. Clicking "Next" or "Previous" lets you view different accounts and details. D. You can click the "View Transactions" link for more information. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2 Account Summary Overview If you ever need to quickly assess how much money is in all of your accounts, you can scroll down to the Account Summary graphic on the Home page. This interactive chart represents your total assets, represented by specific colors and percentages. J2
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Home Page: Home Page Overview
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Home Page Account Details Overview
Selecting a Banner Bank account on the Home page takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances so you stay organized and on top of your finances.
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J3 A3 B3 C3 D3 E3 F3 G3 H3 I3
J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 J 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 J 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A1 B1 C1 D1 E1 F1 G1 H1 I1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A2 B2 C2 D2 E2 F2 G2 H2 I2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J2 J1 J2 J1 J1 J2 J1 J2 J1 J3
10 15 16 17 18 19 20 4 2526 27 28 2930 5 6 7 8 9 J N O P Q R S T X Y Z D E F G H I 10a a5a6a7a8a9a 10b b5b6b7b8b9b 10c c5c6c7c8c9c 10d d5d6d7d8d9d
J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
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A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3
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Home Page: Account Details Overview
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A. On the Home page, you can click on an account name to view the Account Details screen. B. The current and available balances of that account displayed in the top right corner. C. The icon opens the search bar to find transactions with that account. D. Transactions can be sorted by time and date, type, amount or check number. Click the icon for more options. E. Make a quick transfer by clicking the icon. See page 17 for additional details. F. Export your transactions into a different format by clicking the icon. G. The icon lets you send a secure message about that account or print a list of transactions. H. The icon indicates how the Date, Description and Amount columns are sorted. I. You can view more details about a transaction by clicking on it. J. The icon lets you open the transactions to see additional details or print the details of that transaction.
Home Page: Account Details Overview
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Home Page Quick Transfer
No need to run to a branch to move money from one account to another! If you’re ever in a rush, the Quick Transfer option provides you with a simple way to do those transactions.
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
1. Click the 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I Transfer. 2. Use the “From” and “To” drop-downs to choose an account to send and receive the funds. 3. Enter an amount to transfer. 4. (Optional) Click the Advanced Options button to be redirected to the Funds Transfer feature. 5. Click the Transfer Funds button when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d icon on the right side of an account card and select Quick
A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 J1
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Home Page: Quick Transfer A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2
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Home Page Account Nickname
Change an account’s nickname directly from the home page.
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
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J1 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G J2 J3 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 11a 12a 13a 14a 15a 16a 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 1d 2d 3d 4d 5d 6d 7d A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2
A1 B1 C1 D1 E1 F1 G1 H1 I1
A2 B2 C2 D2 E2 F2 G2 H2 I2
A3 B3 C3 D3 E3 F3 G3 H3 I3
1. Click the
icon on the right side of an account card and select Nickname
Account. 2. Enter a new account nickname. 3. Click the Save button when you are finished.
Home Page: Account Nickname
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Home Page Account Grouping
You can organize your internal and linked accounts into groups, so the Home page appears in a way that makes sense to you. These groups can always be changed or deleted to meet your needs.
11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 1112 131415 1617 1 21222324252627 2 1 2 3 4 5 6 7 8 K L M N O P Q U V W X Y Z A B C D E F G H 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 11a 12a 13a 14a 15a 16a 11b 12b 13b 14b 15b 16b 1a2a3a4a5a6a7a8 1b2b3b4b5b6b7b8 1c 2c 3c 4c 5c 6c 7c 1d 2d 3d 4d 5d 6d A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 1d 2d 3d 4d 5d 6d 7d
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I
1. Create a new group by clicking and holding an account tile, then dragging and dropping it to the pop-up icon. 2. Create a group nickname and click the check mark when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
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A1B1C1D1E1 F1G1H A2B2C2D2E2 F2G2H A3B3C3D3E3 F3G3H
Home Page: Account Grouping
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Editing a Group Name The names of existing groups can be edited in just two easy steps.
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I
Deleting a Group After a group is made, you can reorganize the Home page by deleting a group without removing those accounts from the Home page. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d icon to edit your group nickname. 2. Enter a new name and click the check mark when you are finished. 1. Click the
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 J2 J3
1. Remove all accounts from a group by clicking and holding an account tile and dragging it to another group and dropping it. 2. Click the Yes, delete button to delete the group. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
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Home Page: Account Grouping
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Home Page Outstanding Bill Payments
When Payments process, they are displayed in the Outstanding Bill Payments Widget that is located on the right rail of Online/Mobile Banking. Electronic Payments only display for a very short period of time. Typically if they process during our 5:00 AM PT processing time, they stay displayed until the next processing period which occurs at 12:00 PM PT. Payments that then process at the 12:00 PM PT processing may be visible for less than an hour since these payments are sent out almost immediately. Check Payments display after the check has been printed on the processing day and will remain in the Widget/ Outstanding Payments menu for up to 90 days. Once the check clears, then the item will be removed from the widget/menu.
Open the Bill Pay menu and select Outstanding Payments for full view of details.
Home Page: Outstanding Bill Payments
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Security
Protecting Your Information
Here at Banner Bank, we do all that we can to protect your personal information and provide you with a dependable online experience. However, we rely on you to take further precautions to assure the safety of your accounts. By following our tips, Online Banking can be a secure and efficient method for all your banking needs. General Guidelines • Make sure your operating system and antivirus software are up-to-date. • Always use secure wireless (WiFi) networks that require a login ID and password. • Never leave your computer unattended while using Online Banking. • Monitor your recent account history for unauthorized transactions. • Always log off Online Banking when you’re finished and close the browser. Login ID and Password • Create strong passwords by using a mixture of upper and lowercase letters, numbers and special characters. • Do not create passwords containing your initials or birthday. • Change your passwords periodically. • Memorize your passwords instead of writing them down. • Only register personal devices and avoid using features that save your login IDs and passwords. Fraud Prevention • Do not open email attachments or click on links from unsolicited sources. • Avoid giving out personal information on the phone or through email. • Shred unwanted sensitive documents including receipts, checks, deposit slips, pre-approved credit card offers and expired cards. • Act quickly. If you suspect your financial information is compromised, please call us during our business hours at 800-272-9933.
Security: Protecting Your Information
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