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

Getting Started8
New User Enrollment8
Logging In10
Logging Off11
Resetting A Forgotten Password12
Home Page14
Home Page Overview14
Account Summary Overview16
Account Details Overview17
Quick Transfer19
Account Nickname20
Account Grouping21
Editing a Group Name22
Deleting a Group22
Security23
Protecting Your Information23
General Guidelines23
Login ID and Password23
Fraud Prevention23
Security Preferences24
Change Password24
Secure Delivery25
Mobile Security Preferences26
Enabling Touch ID or Fingerprint Login26
Enabling Passcode Authentication28
Enabling Face ID29
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login30
Alerts Overview31
Account Alerts32
History Alerts33
Online Transaction Alerts34
Reminders35
Security Alerts Overview36
Editing Delivery Preferences36
Enabling and Disabling Push Notifications37
Secure Message Overview38
Sending a Secure Message39
Transaction Types40
Moving Money Overview40
Transactions42
Funds Transfer42
Loan Payments44
Adding a Personal External Account46
Verifying a Personal External Account47
Activity Center Overview48
Using Filters49
Creating or Deleting Custom Views Using Favorites49
Editing Transactions50
Canceling Transactions51
Personal Bill Pay52
Bill Pay Overview52
Creating a Payee52
Editing a Payee54
Deleting a Payee55
Making a Single Payment56
Paying Multiple Bills57
Payment Activity58
Cancel a Pending Payment59
Personal Full Bill Pay60
Bill Pay Overview60
Hiding or Unhiding Payees from Payment Screen62
Hide a Payee62
Unhide a Payee62
Creating a Payee Overview63
Creating a Payee: Company64
Creating a Payee: Person66
Part 1 of 3: Choosing Payee and Payment Method66
Part 2 of 3: Adding Payee Information67
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code68
Editing a Payee69
Deleting a Payee70
Scheduling Payments71
Rush Delivery72
Recurring Payments74
Editing Payments76
Skipping Payments78
Deleting Payments79
Setting Up eBills80
Calendar81
Adding an Account82
Editing an Account83
Deleting an Account84
Editing Alerts85
Categories86
Editing a Category87
Deleting a Category88
User Management89
User Roles Overview89
Creating, Editing or Copying a User Role90
Part 1 of 9: Establishing Transaction Type Rights91
Part 2 of 9: Disabling a Transaction Type92
Part 3 of 9: Enabling Operation Rights93
Part 4 of 9: Choosing the Maximum Draft Amount94
Part 5 of 9: Selecting Subsidiaries94
Part 6 of 9: Enabling Allowed Accounts95
Part 7 of 9: Choosing Drafting Hours95
Part 8 of 9: Choosing the SEC Code96
Part 9 of 9: Editing Approval Limits for a Transaction Type97
User Role Policy Tester98
Deleting Allowed Actions100
Establishing Rights to Access Features101
Establishing Rights to Access Accounts102
Deleting a User Role103
Users Overview104
User Management Overview105
Adding a New User106
Editing a User107
Deleting a User108
Services109
Stop Payment Request109
Single Check109
Multiple Checks110
Mobile Deposit Enrollment111
Mobile Deposits112
Text Enrollment113
Reordering Checks115
Address Change Request116
E-Documents117
Settings119
Account Preferences119
Themes120
Accessibility121
Locations122
Branches and ATMs122

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