Independence Bank Digital Customer Guide

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Add a Goal Alert Create an alert for your goal.

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Click the Personal Financial Manager tab, then click the “View Goals” link. 1. Click the Add Goal Alert button. 2. (Optional) Click the “Contact Info” link to update your contact info for goal alerts. 3. Use the drop-down to select an alert type. 4. Fill out the alert options. 5. Check the box next to your chose alert methods. 6. Click the Save button. J1 J2 J3 J1

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Personal Financial Manager: Goals