Spencer Savings Bank Cash Management Guide

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Security Alerts Overview.............................................................................................38 Editing Delivery Preferences............................................................................................... 38 Enabling and Disabling Push Notifications..............................................................39 Secure Message Overview.........................................................................................40 Sending a Secure Message.........................................................................................41 Transactions Funds Transfer.............................................................................................................42 Online Activity Overview.............................................................................................44 Using Filters........................................................................................................................... 45 Creating or Deleting Custom Views Using Favorites........................................................ 45 Editing Transactions............................................................................................................. 46 Canceling Transactions........................................................................................................ 47 Services Stop Payment Request...............................................................................................48 Check Reorder.............................................................................................................49 Quick Balance..............................................................................................................51 To Enable Quick Balance..................................................................................................... 51 To Use Quick Balance.......................................................................................................... 52 Settings Account Preferences...................................................................................................53 Text Enrollment...........................................................................................................54 Accessibility..................................................................................................................56 Locations Branches and ATMs....................................................................................................57 Commercial Users Overview............................................................................................................58 User Management Overview.............................................................................................. 59 Adding a New User .............................................................................................................. 60 Part 1 of 5: Establishing Transaction Type Rights............................................................. 61 Part 2 of 5: Disabling a Transaction Type.......................................................................... 62 Part 3 of 5: Editing Approval Limits for a Transaction Type............................................ 63 Part 4 of 5: Establishing Rights to Access Features.......................................................... 64 Part 5 of 5: Establishing Rights to Access Accounts......................................................... 65 Editing an Existing User’s Rights................................................................................66 Deleting a User............................................................................................................67 Recipient Overview......................................................................................................68 ACH Only- Part 1 of 2: Adding a Recipient......................................................................... 69 ACH Only- Part 2 of 2: Recipient Account Detail............................................................... 70