Getting Started | 8 |
New User Enrollment | 8 |
Logging Off | 10 |
Resetting a Forgotten Password | 11 |
Home Page | 13 |
Home Page Overview | 13 |
Account Summary Overview | 15 |
Manual Accounts | 16 |
Adding a Manual Account | 16 |
Editing a Manual Account | 18 |
Deleting a Manual Account | 19 |
Account Details Overview | 20 |
Quick Transfer | 22 |
Account Nickname | 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 |
Mobile Security Preferences | 28 |
Enabling Touch ID or Fingerprint Login | 28 |
Enabling Passcode Authentication | 30 |
Enabling Face ID | 31 |
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login | 32 |
Alerts Overview | 33 |
Account Alerts | 34 |
History Alerts | 35 |
Online Transaction Alerts | 36 |
Reminders | 37 |
Enabling and Disabling Push Notifications | 38 |
Secure Message Overview | 39 |
Sending a Secure Message | 40 |
Transaction Types | 41 |
Moving Money Overview | 41 |
Transactions | 42 |
Transfer | 42 |
Adding a Personal External Account | 44 |
Verifying a Personal External Account | 45 |
Activity Center Overview | 46 |
Using Filters | 47 |
Creating or Deleting Custom Views Using Favorites | 47 |
Editing Transactions | 48 |
Canceling Transactions | 49 |
Quick Bill Pay | 50 |
Bill Pay Overview | 50 |
Creating a Payee | 50 |
Editing a Payee | 52 |
Deleting a Payee | 53 |
Making a Single Payment | 54 |
Paying Multiple Bills | 55 |
Payment Activity | 56 |
Cancel a Pending Payment | 57 |
Consumer Full Bill Pay | 58 |
Bill Pay Site Overview | 58 |
Hiding or Unhiding Payees from Payment Screen | 60 |
Hide a Payee | 60 |
Unhide a Payee | 60 |
Creating a Payee Overview | 61 |
Creating a Payee: Company | 62 |
For a Known Payee | 63 |
For an Unknown Payee | 64 |
Creating a Payee: Person | 65 |
Part 1 of 3: Choosing Payee and Payment Method | 65 |
Part 2 of 3: Adding Payee Information | 66 |
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code | 67 |
Editing a Payee | 68 |
Deleting a Payee | 69 |
Scheduling Payments | 70 |
Rush Delivery | 71 |
Recurring Payments | 73 |
Editing Payments | 75 |
Skipping Payments | 77 |
Deleting Payments | 78 |
Setting Up eBills | 79 |
Adding an Account | 80 |
Editing an Account | 81 |
Deleting an Account | 82 |
Editing Alerts | 83 |
Categories | 84 |
Editing a Category | 85 |
Deleting a Category | 86 |
GiftPay Overview | 87 |
Creating a Recipient: Gift Check | 88 |
Creating a Recipient: Donation | 90 |
Sending a Gift | 92 |
Sending a Donation | 94 |
Editing a Gift or Donation Recipient | 96 |
Deleting a Gift or Donation Recipient | 97 |
Editing a Pending Gift or Donation | 99 |
Deleting a Pending Gift or Donation | 101 |
Personal Financial Management | 103 |
Initial Setup | 103 |
Linking an Account | 103 |
Unlinking an Account | 104 |
Categorizing Transactions | 105 |
Splitting a Transaction | 106 |
Online Banking Home Page | 107 |
Spending Overview | 108 |
Spending: Recategorizing a Transaction | 109 |
Budgets Overview | 111 |
Auto-generated Budgets | 112 |
Budgets From Scratch | 112 |
Editing or Deleting a Budget | 113 |
Managing Budgets | 114 |
Trends Overview | 115 |
Cash Flow Overview | 116 |
Adding a Suggested Cash Event | 117 |
Creating Your Own Cash Event | 118 |
Editing, Deleting or Skipping a Cash Event | 120 |
Net Worth Overview | 121 |
Debts Overview | 122 |
Services | 123 |
Stop Payment Request | 124 |
Check Reorder | 125 |
Text Enrollment | 126 |
Mobile Deposits | 128 |
Settings | 129 |
Account Preferences | 129 |
Statement Delivery | 130 |
Accessibility | 131 |
Locations | 132 |
Branches and ATMs | 132 |