Sunrise Banks Personal and Small Business Online Banking and Mobile App User Guide

First page Table of contents Next page Last page
Getting Started7
New User Enrollment7
Logging Off10
Resetting A Forgotten Password11
Home Page13
Home Page Overview13
Asset Summary Overview14
Account Details Overview15
Quick Transfer17
Account Grouping18
Editing a Group Name19
Deleting a Group19
Security20
Protecting Your Information20
General Guidelines20
Login ID and Password20
Fraud Prevention20
Security Preferences21
Change Password21
Secure Delivery22
Alerts Overview23
Date Alerts24
Account Alerts25
History Alerts26
Transaction Alerts27
Security Alerts Overview28
Edit Delivery Preferences28
Secure Message Overview29
Sending a Secure Message30
Transfers & Payments31
Moving Money Overview31
Funds Transfer33
Adding A Personal External Account35
Verifying A Personal External Account36
Activity Center Overview37
Using Filters38
Creating or Deleting Custom Views Using Favorites38
Canceling Transactions39
Bill Pay40
Overview40
Navigation41
Create a Payee42
Schedule Payments44
Recurring Payments45
Edit or Cancel Payments46
Rush Delivery48
Categories50
View Bill History51
Business Bill Pay52
Home Page Overview52
Add a Payee54
Company54
Individual57
Bank or Credit Union60
Edit a Payee62
Delete a Payee63
Import Payees64
Add and Manage Categories65
Single Payment66
Edit a Single Payment68
Create a Recurring Payment69
Edit or Cancel a Pending Payment71
Payment Approval73
Company Profile74
Edit or Delete Bill Pay Accounts75
Modify User Permissions76
Personal Profile78
e-Notifications79
Events79
Logout80
Recurring81
Reminders82
Reports83
Stop Payment Request84
Mobile Deposit Enrollment87
Mobile Deposits88
Text Enrollment89
Reordering Checks91
Address Change Request92
E-Documents93
Settings95
Account Preferences95
Themes and Languages96
Locations97
Branches and ATMs97

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