Spencer Savings Bank Cash Management Guide

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Alerts Overview ...........................................................................................................36 Account Alerts ...................................................................................................................... 37 History Alerts........................................................................................................................ 38 Online Transaction Alerts ................................................................................................... 39 Reminders............................................................................................................................. 40 Security Alerts Overview ............................................................................................41 Editing Delivery Preferences............................................................................................... 41 Enabling and Disabling Push Notifications..............................................................42 Secure Message Overview .........................................................................................43 Sending a Secure Message ........................................................................................44 Transactions Funds Transfer ............................................................................................................45 Online Activity Overview ............................................................................................47 Using Filters .......................................................................................................................... 48 Creating or Deleting Custom Views Using Favorites ....................................................... 49 Editing Transactions ............................................................................................................ 50 Canceling Transactions ....................................................................................................... 51 Services Stop Payment Request...............................................................................................52 Single Check ......................................................................................................................... 52 Check Reorder.............................................................................................................53 Statements...................................................................................................................54 Settings Quick Balance..............................................................................................................55 To Enable Quick Balance..................................................................................................... 55 To Use Quick Balance.......................................................................................................... 56 Account Preferences ..................................................................................................57 Text Enrollment...........................................................................................................58 Accessibility..................................................................................................................60 Locations Branches and ATMs....................................................................................................61 Users Users Overview ...........................................................................................................62 User Management Overview.............................................................................................. 63 Adding a New User ............................................................................................................. 64 Part 1 of 5: Establishing Transaction Type Rights ............................................................ 65 Part 2 of 5: Disabling a Transaction Type ......................................................................... 66