Sunrise Banks Personal and Small Business Online Banking and Mobile App User Guide
First page
Table of contents
Next page
Last page
Getting Started
8
New User Enrollment
8
Logging In
10
Logging Off
11
Resetting A Forgotten Password
12
Home Page
14
Home Page Overview
14
Account Summary Overview
16
Account Details Overview
17
Quick Transfer
19
Account Nickname
20
Account Grouping
21
Editing a Group Name
22
Deleting a Group
22
Security
23
Protecting Your Information
23
General Guidelines
23
Login ID and Password
23
Fraud Prevention
23
Security Preferences
24
Change Password
24
Secure Delivery
25
Mobile Security Preferences
26
Enabling Touch ID or Fingerprint Login
26
Enabling Passcode Authentication
28
Enabling Face ID
29
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login
30
Alerts Overview
31
Account Alerts
32
History Alerts
33
Online Transaction Alerts
34
Reminders
35
Security Alerts Overview
36
Editing Delivery Preferences
36
Enabling and Disabling Push Notifications
37
Secure Message Overview
38
Sending a Secure Message
39
Transaction Types
40
Moving Money Overview
40
Transactions
42
Funds Transfer
42
Loan Payments
44
Adding a Personal External Account
46
Verifying a Personal External Account
47
Activity Center Overview
48
Using Filters
49
Creating or Deleting Custom Views Using Favorites
49
Editing Transactions
50
Canceling Transactions
51
Personal Bill Pay
52
Bill Pay Overview
52
Creating a Payee
52
Editing a Payee
54
Deleting a Payee
55
Making a Single Payment
56
Paying Multiple Bills
57
Payment Activity
58
Cancel a Pending Payment
59
Personal Full Bill Pay
60
Bill Pay Overview
60
Hiding or Unhiding Payees from Payment Screen
62
Hide a Payee
62
Unhide a Payee
62
Creating a Payee Overview
63
Creating a Payee: Company
64
Creating a Payee: Person
66
Part 1 of 3: Choosing Payee and Payment Method
66
Part 2 of 3: Adding Payee Information
67
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code
68
Editing a Payee
69
Deleting a Payee
70
Scheduling Payments
71
Rush Delivery
72
Recurring Payments
74
Editing Payments
76
Skipping Payments
78
Deleting Payments
79
Setting Up eBills
80
Calendar
81
Adding an Account
82
Editing an Account
83
Deleting an Account
84
Editing Alerts
85
Categories
86
Editing a Category
87
Deleting a Category
88
User Management
89
User Roles Overview
89
Creating, Editing or Copying a User Role
90
Part 1 of 9: Establishing Transaction Type Rights
91
Part 2 of 9: Disabling a Transaction Type
92
Part 3 of 9: Enabling Operation Rights
93
Part 4 of 9: Choosing the Maximum Draft Amount
94
Part 5 of 9: Selecting Subsidiaries
94
Part 6 of 9: Enabling Allowed Accounts
95
Part 7 of 9: Choosing Drafting Hours
95
Part 8 of 9: Choosing the SEC Code
96
Part 9 of 9: Editing Approval Limits for a Transaction Type
97
User Role Policy Tester
98
Deleting Allowed Actions
100
Establishing Rights to Access Features
101
Establishing Rights to Access Accounts
102
Deleting a User Role
103
Users Overview
104
User Management Overview
105
Adding a New User
106
Editing a User
107
Deleting a User
108
Services
109
Stop Payment Request
109
Single Check
109
Multiple Checks
110
Mobile Deposit Enrollment
111
Mobile Deposits
112
Text Enrollment
113
Reordering Checks
115
Address Change Request
116
E-Documents
117
Settings
119
Account Preferences
119
Themes
120
Accessibility
121
Locations
122
Branches and ATMs
122
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