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

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Table of Contents Getting Started

New User Enrollment....................................................................................................7 Logging Off............................................................................................................................ 10 Resetting A Forgotten Password...............................................................................11 Home Page Home Page Overview..................................................................................................13 Asset Summary Overview................................................................................................... 14 Account Details Overview...........................................................................................15 Quick Transfer.............................................................................................................17 Account Grouping.......................................................................................................18 Editing a Group Name......................................................................................................... 19 Deleting a Group.................................................................................................................. 19 Security Protecting Your Information......................................................................................20 General Guidelines............................................................................................................... 20 Login ID and Password........................................................................................................ 20 Fraud Prevention.................................................................................................................. 20 Security Preferences...................................................................................................21 Change Password................................................................................................................. 21 Secure Delivery..................................................................................................................... 22 Alerts Overview............................................................................................................23 Date Alerts............................................................................................................................. 24 Account Alerts....................................................................................................................... 25 History Alerts........................................................................................................................ 26 Transaction Alerts................................................................................................................ 27 Security Alerts Overview.............................................................................................28 Edit Delivery Preferences.................................................................................................... 28 Secure Message Overview. ........................................................................................29 Sending a Secure Message.........................................................................................30 Transfers & Payments Moving Money Overview............................................................................................31 Funds Transfer.............................................................................................................33 Adding A Personal External Account.........................................................................35 Verifying A Personal External Account......................................................................36

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