Malauzai Retail Banking Guide for Desktop & Tablet
Retail Banking Guide for Desktop & Tablet
* Specific features may behave differently based on vendor, core or device.
Contents
1 2 3 8
Introduction
Security
Enroll
Logging In Main Menu
11 12 14 15 20 22 24 28 32 34 36 38 42 46 48 51 56 58 62 66 68 72 78 80 83 84 85
Accounts Summary & Details
Attach Images
Transfer Funds – One-Time & Recurring Transfer Funds – Scheduled Transfers Transfer Funds – Transfer History
Deposits
Picture Pay – New & Recurring Bill Payment
Picture Pay – Scheduled Payments Picture Pay – Payment History Picture Pay – Add a Payee Pay a Person – Send Money Pay a Person – Receive Money Money Manager Overview (PFM)
Statements
Statements – Delivery Preferences
Check Reorder
Stop Check Payment – Single Check Stop Check Payment – Multiple Checks
Messages
Cards Alerts
Alerts – Security Alerts – Account
Social
Settings
Locate
Introduction
Online and app banking are some of the most convenient ways to visit a financial institution. Instead of traveling to a bank, accessing your accounts through your preferred browser or our tablet app places best-in-class, highly intuitive technology and flexible features in your control. Our app is versatile—yet simple—as we employ an effective interface that increases user satisfaction, complete with exceptional online functionality designed to exceed expectations and strengthen your banking experience.
We invite you to explore this helpful tutorial guide to become more familiar with our exciting online banking services.
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 this financial institution 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.
© 2017 Murphy & Company, Inc. | 13610 Barrett Office Drive, Suite 206 | St. Louis, MO 63021 | mcompany.com
Android is a trademark of Google Inc. Microsoft, Windows, Excel, and Internet Explorer are registered trademarks of Microsoft Corporation. Firefox is a registered trademark of the Mozilla Foundation. Quicken, QuickBooks and FinanceWorks are registered trademarks of Intuit, Inc. iPhone, Macintosh and Safari are registered trademarks of Apple, Inc. Acrobat and Reader are registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. THIS PRODUCT IS NOT ENDORSED OR SPONSORED BY ADOBE SYSTEMS INCORPORATED, PUBLISHER OF ACROBAT READER.
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Security We do all that we can to protect your personal information and provide a secure experience. However, we rely on you to take further precautions to ensure your online safety. General Guidelines • Make sure all operating systems and antivirus software are up-to-date. • Always use secure wireless (WiFi) networks that require a login ID and password. • Never leave a computer or device unattended when logged in. • Regularly monitor recent account history for unauthorized transactions. • Always log off when finished. Login ID and Password • Create strong passwords by using a mixture of case styles, numbers and special characters. • Do not create passwords that contain personal information. • Change passwords periodically and memorize them. • Only register personal computers and devices. • Avoid using features that save login IDs and passwords. Fraud Prevention • Do not open email attachments or click/tap 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 that financial information has been compromised, call us immediately at (512) 961-5699.
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Enroll Whether you are accessing our online banking services on your computer or tablet device, you then need to enroll your information into the system. Once you complete this quick and easy process, you are on your way to banking everywhere you go!
1 A welcome display appears upon activating online banking. Click/Tap Get Started to log in.
* Specific features may behave differently based on vendor, core or device.
3
Enroll
continued ▶
2 Next, tap New User Registration to begin enrollment.
* Specific features may behave differently based on vendor, core or device.
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Enroll
continued ▶
3 The next screen presents the Online and Mobile Banking Agreement for you to review. Click/Tap whether you Decline or Accept the agreement terms.
* Specific features may behave differently based on vendor, core or device.
5
Enroll
continued ▶
4 Verify the type of customer you are from the drop-down list by selecting Business or Personal. For Retail/Consumer customers, select Personal from the drop-down list. Click/Tap Next .
* Specific features may behave differently based on vendor, core or device.
6
Enroll
continued ▶
5 The next screen provides a form that allows you to enter account and personal information. Once you have completed the form, click/tap Next . A message is
received confirming that your enrollment is successful. *Successful enrollment message screen may vary.
* Specific features may behave differently based on vendor, core or device.
7
Logging In Enter the login credentials that you established during the enrollment process to get started with online banking. To keep your information secure, a verification question is presented.
1 A welcome display appears upon activating online banking. Click/Tap Get Started to log in.
* Specific features may behave differently based on vendor, core or device.
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Logging In
continued ▶
2 Next, enter your username and password credentials within the provided spaces. 3 You can choose to save your username and password before you click/tap Get Started . To do so, click/tap and then drag the Save toggle switch to the right to highlight it. 4 Click/Tap Get Started to continue.
* Specific features may behave differently based on vendor, core or device.
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Logging In
continued ▶
5 Then you are presented with a verification question for added login security. Enter the answer to the verification question within the provided space. Click/ Tap Submit when finished. You are now successfully logged in!
* Specific features may behave differently based on vendor, core or device.
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Main Menu
After you log in, you can view the main menu items and options we have provided for you, such as viewing your accounts, depositing a check and managing alerts.
1 Click/Tap the menu icon that is displayed on top-left side of the screen to reveal main menu items. Click/Tap the menu icon again to retract.
* Specific features may behave differently based on vendor, core or device.
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Accounts Summary & Details
The Accounts screen displays your active accounts, as well as the available and current balances, and transaction activities for each.
1 Current accounts are displayed in boxes at the top of the screen. 2 Click/Tap the arrow icons to navigate to a new menu item window. 3 Select the appropriate icon to download or print transaction information, or enter relevant transaction information into the Search bar to reveal search results.
* Specific features may behave differently based on vendor, core or device.
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Accounts Summary & Details
continued ▶
4 Additional transaction information displays underneath a selected account. Click/Tap an entry to reveal a snapshot of details about that transaction. 5 Click/Tap the paper clip icon to attach an image to a transaction. 6 Click/Tap Leave a Message located in the lower right-hand corner to quickly send a secure message.
* Specific features may behave differently based on vendor, core or device.
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Attach Images Attaching an image to a transaction, whether it is an image of a receipt or a check, can serve as a helpful reminder when reviewing your account activities in the future.
1 Inside the transaction details, click/tap the paper clip icon to attach an image to a transaction. Then, select the image file you would like to upload. Click/Tap Save when finished.
* Specific features may behave differently based on vendor, core or device.
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Transfer Funds – One-Time & Recurring At the heart of online banking is the ability to transfer funds between accounts. Here you can quickly initiate a one-time transfer or schedule recurring transfers to be executed automatically.
1 Select Transfer Funds from the main menu to initiate a single funds transfer. On the next screen, click/tap and then drag an account box into the Transfer From required field or choose the debit account from the Select drop-down list. 2 Next, click/tap and then drag an account box into the Transfer To required field or choose the credit account from the Select drop-down list. 3 Then, enter the amount of the transfer in the required field. 4 Click/Tap the Change Frequency button to reveal a list of recurring options.
* Specific features may behave differently based on vendor, core or device.
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Transfer Funds – One-Time & Recurring
continued ▶
5 Frequency options include one-time, daily, weekly, every two weeks, monthly, every three months and annually. To complete a single transfer, select the One- time option. To complete a recurring transfer, select an option other than One- time and establish the recurrence schedule, depending on the option selected. This can include an end date or a specific number of transfers.
Click/Tap Done when you are finished.
* Specific features may behave differently based on vendor, core or device.
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Transfer Funds – One-Time & Recurring
continued ▶
6 Next, enter the date you would like the transfer to send. 7 Click/Tap Submit .
* Specific features may behave differently based on vendor, core or device.
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Transfer Funds – One-Time & Recurring
continued ▶
8 The next screen summarizes your transfer information. Click/Tap Confirm to submit your transfer for review. This transfer appears within the Scheduled category on the main Transfers screen until it is delivered.
* Specific features may behave differently based on vendor, core or device.
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Transfer Funds – One-Time & Recurring
continued ▶
9 A message is received confirming that the transfer information has been successfully submitted.
* Specific features may behave differently based on vendor, core or device.
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Transfer Funds – Scheduled Transfers
View scheduled details regularly so you can stay in control of account transfer activities that occur.
1 Click/Tap the Scheduled option from the main Transfers screen to reveal a list of transfers that are pending. 2 Click/Tap an entry to view the details of a scheduled transfer.
* Specific features may behave differently based on vendor, core or device.
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Transfer Funds – Scheduled Transfers
continued ▶
3
Transfer details display on the next screen.
* Specific features may behave differently based on vendor, core or device.
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Transfer Funds – Transfer History
Having a list of executed transfers is a useful tool for ensuring that your transfers are processing smoothly.
1 Click/Tap the History option from the main Transfers screen to reveal a list of executed transfers. 2 Click/Tap an entry to view the details of a executed transfer.
* Specific features may behave differently based on vendor, core or device.
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Transfer Funds – Transfer History
continued ▶
3
Transfer details display on the next screen.
* Specific features may behave differently based on vendor, core or device.
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Deposits
Going to the bank to deposit a check can be a burden. With our Deposits feature, you can directly deposit a check from your computer or mobile device.
1 Click/Tap Deposits from the main menu to initiate a deposit. On the next screen, click/tap and then drag an account box into the Deposit To required field or choose the account that receives the deposit from the drop-down list. 2 Then, enter the amount of the transfer in the required field. 3 Capture an image of the front and back of your check using a desktop scanner or the camera feature on your device. To begin, click/tap inside each camera window to capture each side. For mobile devices, place your check on a high-contrasting surface, and align the check within the camera window.
If you are using a desktop scanner and have captured the images of both sides of a check, you must upload them from your computer.
* Specific features may behave differently based on vendor, core or device.
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Deposits
continued ▶
Please note that the back of your check must contain your signature in order to be deposited. Click/Tap Submit . Please note that checks deposited before 5:00 p.m. between Monday and Friday process the same day. Deposits after this time credit your account on the next business day.
4
* Specific features may behave differently based on vendor, core or device.
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Deposits
continued ▶
5 The next screen summarizes your check deposit. Click/Tap Confirm to submit your deposit for review. Deposits appear as a pending transaction in your receiving account until it is approved.
* Specific features may behave differently based on vendor, core or device.
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Deposits
continued ▶
6 A message is received confirming that the deposit information has been successfully submitted.
* Specific features may behave differently based on vendor, core or device.
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Picture Pay – New & Recurring Bill Payment Just like transferring funds, paying bills shouldn't require taking extra steps to complete, such as mailing your payment or visiting a website. Picture Pay saves you time and effort by allowing you to pay bills in one place.
1 Click/Tap Picture Pay from the main menu to initiate a new bill payment. On the next screen, click/tap and then drag an account box into the Pay From required field or choose the debit account from the Select drop-down list. 2 Select a payee from the Available Payees drop-down list.. 3 Then, enter the amount of the bill in the required field.
* Specific features may behave differently based on vendor, core or device.
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Picture Pay – New & Recurring Bill Payment
continued ▶
4 Click/Tap the Change Frequency button to reveal a list of options. Options include how often the bill should be paid each month and year, whether to pay a bill before or after a non-business day, and when payments should be canceled. 5 Click/Tap Delivery Option drop-down list and choose the delivery method you prefer. The length of delivery time depends on the option you select. Next, enter the date you would like the payment to be delivered. 6 Click/Tap Submit .
* Specific features may behave differently based on vendor, core or device.
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Picture Pay – New & Recurring Bill Payment
continued ▶
7 The next screen summarizes your bill payment. Click/Tap Confirm to submit your payment for review. This payment appears within the Scheduled category on the main Picture Pay screen until it is delivered.
* Specific features may behave differently based on vendor, core or device.
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Picture Pay – New & Recurring Bill Payment
continued ▶
8 A message is received confirming that the payment information has been successfully submitted.
* Specific features may behave differently based on vendor, core or device.
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Picture Pay – Scheduled Payments Maintaining transaction information and due dates can become daunting if they frequently occur. Viewing a list of scheduled payments and details keeps you organized to avoid any unwanted surprises.
1 Click/Tap the Scheduled option from the main Picture Pay screen to reveal a list of payments that are pending. 2 Click/Tap an entry to view the details of a scheduled payment.
* Specific features may behave differently based on vendor, core or device.
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Picture Pay – Scheduled Payments
continued ▶
3 Payment details display on the next screen. Click/Tap Edit to revise scheduled payment details.
* Specific features may behave differently based on vendor, core or device.
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Picture Pay – Payment History
Viewing your payment history details is essential to ensure that transactions are executed on time.
1 Click/Tap the History option from the main Picture Pay screen to reveal a list of payments that have been executed. 2 Click/Tap an entry to view the details of a executed transfer.
* Specific features may behave differently based on vendor, core or device.
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Picture Pay – Payment History
continued ▶
3
Payment details display on the next screen.
* Specific features may behave differently based on vendor, core or device.
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Picture Pay – Add a Payee
Before you can pay a bill with online banking, you must set up payees. Payees are an individual or company that receives a payment.
1 Click/Tap the Payees option from the main Picture Pay screen to add a new payee. 2 Next, click/tap New Payee .
* Specific features may behave differently based on vendor, core or device.
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Picture Pay – Add a Payee
continued ▶
3 Enter the payee name, payee nickname and account number. Scroll down to enter the address for the payee, including the city, state and zip code. Click/Tap Done when finished.
* Specific features may behave differently based on vendor, core or device.
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Pay a Person – Send Money Rather than waiting to pay friends the next time you see them, quickly send money to them using the Pay a Person feature. You will both appreciate how innovative and easy the process can be!
1 Click/Tap Pay a Person from the main menu, and then click/tap Send Money on the next screen.
* Specific features may behave differently based on vendor, core or device.
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Pay a Person – Send Money
continued ▶
2 Next, click/tap and then drag an account box into the Pay From required field or choose the debit account from the Select drop-down list. 3 From the Pay To drop-down list, select a name. Then, click/tap the Choose Send Method drop-down list and select either the Email or Phone option. 4 Once you have selected a preferred option, enter the information based on your choice. 5 Then, click/tap the Amount required field and enter the amount. 6 Enter a security question. This is an added measure of security. Be sure only the recipient can answer the question you choose. Then, enter the answer to the security question. Click/Tap Submit when finished.
* Specific features may behave differently based on vendor, core or device.
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Pay a Person – Send Money
continued ▶
7 The next screen summarizes your payment information. Click/Tap Confirm to submit your payment for review. This payment appears within the Pending category on the main Pay a Person screen until it is delivered.
* Specific features may behave differently based on vendor, core or device.
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Pay a Person – Send Money
continued ▶
8 A message is received confirming that the payment information has been successfully submitted.
* Specific features may behave differently based on vendor, core or device.
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Pay a Person – Receive Money
Of course, being able to send money to a friend should also mean you can receive money from them just as easily.
1 Click/Tap Pay a Person from the main menu, and then click/tap Receive Money on the next screen.
* Specific features may behave differently based on vendor, core or device.
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Pay a Person – Receive Money
continued ▶
2 Next, click/tap and then drag an account box into the Pay From required field or choose the debit account from the Select drop-down list. 3 Select a name from the Pay To drop-down list. Then, click/tap the Choose Send Method drop-down list and select either the Email or Phone option. 4 Once you select a preferred option, enter the information based on your choice. 5 Then, click/tap the Amount required field and enter the amount. 6 Enter a security question. This is an added measure of security. Be sure only the recipient can answer the question you choose. Then, enter the answer to the security question. Tap Submit when finished.
* Specific features may behave differently based on vendor, core or device.
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Pay a Person – Receive Money
continued ▶
7 The next screen summarizes your payment information. Click/Tap Confirm to submit your payment for review. This payment appears within the Pending category on the main Pay a Person screen until it is delivered.
* Specific features may behave differently based on vendor, core or device.
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Pay a Person – Receive Money
continued ▶
8 A message is received confirming that the payment information has been successfully submitted.
* Specific features may behave differently based on vendor, core or device.
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Money Manager Overview (PFM) We understand how important finance management is right now. Therefore, we make it possible for you to view and manage all of your financial accounts—even from other financial institutions—in one place with our Money Manager feature.
1 Click/Tap Money Manager from the main menu. On the next screen, a statement of being redirected to a third party site displays. Click/Tap Proceed .
* Specific features may behave differently based on vendor, core or device.
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Money Manager Overview (PFM)
continued ▶
2 The Money Manager dashboard is presented on the next screen, as well as menu options. 3 Click/Tap Settings or Help to customize your experience or for assistance with inquiries you may have. 4 To add accounts into Money Manager, click/tap Add . Click/Tap Update to modify existing account information. 5 A search bar is available to retrieve specific information regarding your accounts. 6 Widgets are located on the right-hand side of the screen so you can review and create new financial account standards. Click/Tap Customize Widgets to quickly modify your user experience.
* Specific features may behave differently based on vendor, core or device.
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Statements
Rather than relying on traditional paper statements to clutter your mailbox, you can review the same account information online within seconds.
1 Click/Tap Statements from the main menu to view account statement information. On the next screen, click/tap an account. Please note that a Portable Document Format (PDF) viewer app or software must be installed on your computer or device in order to view electronic account statements.
* Specific features may behave differently based on vendor, core or device.
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Statements
continued ▶
2 A list of monthly electronic statements drops down. Select whether you would like to View or Save/Print a statement.
* Specific features may behave differently based on vendor, core or device.
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Statements
continued ▶
3 If you select View , the statement displays in a new window.
* Specific features may behave differently based on vendor, core or device.
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Statements – Delivery Preferences
You may not want to view all account statements electronically. Therefore, you can customize the way you prefer to view your statements under each account.
1 Click/Tap Statements from the main menu. On the next screen, click/tap Delivery Preferences .
* Specific features may behave differently based on vendor, core or device.
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Statements – Delivery Preferences
continued ▶
2 A Portable Document Format (PDF) validation code displays to determine whether your computer or device has a PDF viewer app or software installed. Until a proper app or software is installed, the code does not display. If a code does display, enter the code in the provided space and click/tap Submit .
* Specific features may behave differently based on vendor, core or device.
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Statements – Delivery Preferences
continued ▶
3 Next, review the E-Sign Disclosure terms and click/tap Accept .
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Statements – Delivery Preferences
continued ▶
4 Under each account, select Electronic or Paper from the drop-down list. If you select Electronic, enter your email address in the provided space. Click/Tap Submit .
* Specific features may behave differently based on vendor, core or device.
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Statements – Delivery Preferences
continued ▶
5 A message is received confirming that the statement delivery preference information has been successfully submitted. Click/Tap OK .
* Specific features may behave differently based on vendor, core or device.
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Check Reorder
Ordering paper checks is vital and simple when you order online. Replenish your check supply today!
1 Click/Tap Check Reorder from the main menu. On the next screen, a statement of being redirected to a third party site displays. Click/tap Proceed .
* Specific features may behave differently based on vendor, core or device.
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Check Reorder
continued ▶
2 From the third party site, enter the requested information in the provided spaces to begin ordering your paper checks. Then, select the account type. Click/Tap Continue to proceed with your order.
* Specific features may behave differently based on vendor, core or device.
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Stop Check Payment – Single Check Convenience and control certainly come together when you are able to prevent a check from processing for a variety of reasons, whether they are emergency or accidental. Keep mishaps from happening by stopping a check payment.
1 Click/Tap Stop Check Payment from the main menu. From the first drop-down menu on the next screen, select the account from which funds were debited by the check. Next, select Single Check from the second drop-down menu. Click/Tap Next .
* Specific features may behave differently based on vendor, core or device.
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Stop Check Payment – Single Check
continued ▶
2 On the next screen, enter the check number in the provided space. Then, click/tap Submit .
* Specific features may behave differently based on vendor, core or device.
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Stop Check Payment – Single Check
continued ▶
3 A screen summarizing the stop payment displays. Click/Tap Submit .
* Specific features may behave differently based on vendor, core or device.
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Stop Check Payment – Single Check
continued ▶
4 A message is received confirming that the stop payment request has been successfully submitted.
* Specific features may behave differently based on vendor, core or device.
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Stop Check Payment – Multiple Checks
If you have issued a range of checks and account troubles arise, you can prevent them from processing, just like a single check.
1 Click/Tap Stop Check Payment from the main menu. From the first drop-down menu on the next screen, select the account from which funds were debited by the check. Next, select Range of Check from the second drop-down menu. Click/Tap Next .
* Specific features may behave differently based on vendor, core or device.
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Stop Check Payment – Multiple Checks
continued ▶
2 On the next screen, enter the start and end check number range in the provided spaces. Then, click/tap Submit .
* Specific features may behave differently based on vendor, core or device.
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Stop Check Payment – Multiple Checks
continued ▶
3 A screen summarizing the stop payment displays. Click/Tap Submit .
* Specific features may behave differently based on vendor, core or device.
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Stop Check Payment – Multiple Checks
continued ▶
4 A message is received confirming that the stop payment request has been successfully submitted.
* Specific features may behave differently based on vendor, core or device.
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Messages Securely sending and receiving messages are necessities when banking online from your computer or mobile device; you can reach out to a payee or financial institution without logging off or opening another window.
1 Click/Tap Messaging from the main menu. On the next screen, you can read messages in your inbox, view messages sent and save messages. 2 Icons are available to highlight, delete or compose messages. 3 Click/Tap an entry to view a message. 4 Click/Tap the pencil icon to compose a message on a new screen.
* Specific features may behave differently based on vendor, core or device.
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Messages
continued ▶
5 From the drop-down list, select the subject of your new message. Then, enter your message in the designated box. 6 Click/Tap the paper clip icon to attach a file to your message. When finished with your message, click/tap Send .
* Specific features may behave differently based on vendor, core or device.
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Cards We understand that a wallet full of bank-issued plastic may not be the easiest to manage, nor reserving each for specific purchases or setting amount limitations. Let our Cards feature do the work for you.
1 Click/Tap Card from the main menu. On the next screen, click/tap a card image to enable or disable the card. 2 Three controls: Merchants, Transactions and Limit Increase are located next to each card image. Click/Tap a control to reveal additional options.
* Specific features may behave differently based on vendor, core or device.
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Cards
continued ▶
3 From the Merchants control window, click/tap Disable Merchant Controls to terminate this option for your card. Click/Tap a category to enable or disable each from the Merchants control option. 4 Click/Tap Save Selection when finished.
* Specific features may behave differently based on vendor, core or device.
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Cards
continued ▶
5 From the Transactions control window, click/tap Disable Transaction Controls to terminate this option for your card. Click/Tap a category to enable or disable each from the Transactions control option. 6 Click/Tap Save Selection when finished.
* Specific features may behave differently based on vendor, core or device.
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Cards
continued ▶
7 From the Limit Increase control window, click/tap Disable Amount Limit to terminate this option for your card. Enter an amount in the provided space to adjust your transaction limit. 8 Click/Tap Save Threshold when finished.
* Specific features may behave differently based on vendor, core or device.
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Alerts Having peace of mind is an expectation when it comes to your banking experience. Alerts help you stay on top of your accounts by notifying you through email or text message when certain triggers occur.
1 Click/Tap Alerts from the main menu. On the next screen, you can establish or edit your Email and SMS/Text Delivery Options or configure your Security and Account Alerts. 2 Click/Tap the paper airplane icon in the Delivery Options panel to change your Email Settings.
* Specific features may behave differently based on vendor, core or device.
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Alerts
continued ▶
3 Enter or edit your email address within the provided space. Click/Tap Save when finished.
* Specific features may behave differently based on vendor, core or device.
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Alerts
continued ▶
4 A message is received confirming that the new Email information has successfully saved.
* Specific features may behave differently based on vendor, core or device.
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Alerts
continued ▶
5 Click/Tap the smartphone icon in the Delivery Options panel to manage your SMS/Text Settings.
* Specific features may behave differently based on vendor, core or device.
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Alerts
continued ▶
6 Enter or edit your email address within the provided space. Click/Tap Save when finished.
* Specific features may behave differently based on vendor, core or device.
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Alerts
continued ▶
7 A message is received confirming that the new SMS/Text information has successfully saved.
* Specific features may behave differently based on vendor, core or device.
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Alerts – Security
When it comes to online banking, being notified immediately when certain scenarios happen within your account can be of great value to your safety and security.
1 Click/Tap Security Alerts from the main Alerts screen, then click/tap on a scenario entry to activate the option to receive Email Alerts. 2 When you click/tap on a scenario entry, the panel expands to reveal a paper envelope icon.
* Specific features may behave differently based on vendor, core or device.
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Alerts – Security
continued ▶
3 To activate a scenario for Email Alerts, click/tap the paper envelope icon. The icon features become more prominent. 4 If a scenario requires a dollar amount, enter it within the provided space. 5 Once you have entered an amount, you may also expand the panel to activate the scenario for Email Alerts. 6 Click/Tap Save when finished. A message is received confirming that the new Security Alerts information has successfully saved.
* Specific features may behave differently based on vendor, core or device.
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Alerts – Account It is not uncommon for someone to be unaware of their balance or the transactions taking place within their account. Setting up alerts for your account can easily solve this problem.
1 Click/Tap Account Alerts from the main Alerts screen. 2 Then, click/tap an account to activate the option to receive Email or SMS/Text Alerts.
* Specific features may behave differently based on vendor, core or device.
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Alerts – Account
continued ▶
3 When you click/tap on a scenario entry on the next screen, the panel expands to reveal a paper envelope and smartphone icon.
* Specific features may behave differently based on vendor, core or device.
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Alerts – Account
continued ▶
4 To activate a scenario for Email or SMS/Text Alerts, click/tap the paper envelope or smartphone icon. The icon features become more prominent. If a scenario requires a dollar amount, enter it within the provided space. Once you enter an amount, you can also expand the panel to activate the scenario for Email or SMS/Text Alerts. 5 Click/Tap Save when finished. A message is received confirming that the new Security Alerts information has successfully saved.
* Specific features may behave differently based on vendor, core or device.
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Social We love to use social media and network just like everyone else. Connect with us today, and we will keep you updated on banking news and details happening within our community—and yours!
1 Click/Tap Social from the main menu. On the next screen, select a social media service to be redirected to our site.
* Specific features may behave differently based on vendor, core or device.
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Settings The Settings feature allows you to quickly manage your personal preferences, such as Account Order and Language, so your banking experience can be customized and comfortable.
1 Click/Tap Settings from the main menu. On the next screen, click/tap the options on the Settings screen that you would like to configure.
* Specific features may behave differently based on vendor, core or device.
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Locate
No matter where you are or plan to go, you can find a nearest branch or ATM using the Locate feature.
1 Click/Tap Locate from the main menu. On the next screen, the nearest ATM and branch locations display in a list. Click/Tap a location entry to review additional details.
* Specific features may behave differently based on vendor, core or device.
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