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

First page Table of contents Next page Last page
Getting Started9
New User Enrollment9
Logging In11
Logging Off12
Resetting a Forgotten Password13
Home Page15
Home Page Overview15
Asset Summary Overview17
Account Details Overview18
Quick Transfer20
Account Nickname21
Details & Settings22
Account Grouping23
Editing a Group Name24
Deleting a Group24
Security25
Protecting Your Information25
General Guidelines25
Login ID and Password25
Fraud Prevention25
Security Preferences26
Change Password26
Secure Delivery27
Mobile Security Preferences28
Enabling Touch ID or Fingerprint Login28
Enabling Passcode Authentication30
Enabling Face ID31
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login32
Alerts Overview33
Account Alerts - Next Day34
History Alerts - Next Day35
Online Transaction Alerts - Instantaneous36
Security Alerts Overview37
Editing Delivery Preferences37
Real-Time Alerts38
Setting Up Real-Time Alerts38
Enable/Disable Real-Time Alerts39
Edit Real-Time Alerts40
Real-Time Alerts Notification Settings41
Enabling and Disabling Push Notifications42
Secure Message Overview43
Sending a Secure Message44
Transactions45
Funds Transfer45
Loan Payments47
Adding a Personal External Account49
Verifying a Personal External Account50
View Account Activity Overview51
Using Filters52
Creating or Deleting Custom Views Using Favorites53
Editing Transactions54
Canceling Transactions55
Services56
Stop Payment Request56
Single Check56
Multiple Checks57
Reordering Checks58
Credit Score and Report59
Mobile RDC Enrollment60
Mobile Deposits61
Quick Balance62
To Enable Quick Balance62
To Use Quick Balance63
Text Enrollment64
Address Change Request66
E-Documents67
Settings69
Account Preferences69
Themes70
Accessibility71
Branches and ATMs72
Card Management73
Card Management Overview73
Add a New Card74
To Activate a Card75
Card Lock/Unlock76
Hide/Show Cards77
Set Primary Device78
Transaction Enrichment79
Card Details80
View Digital Card80
Spend Insights81
Card on File82
Controls & Alerts83
Locations83
Merchant Types85
Transation Types86
Spend Limits87
Alerts88
Location Alerts89
Merchant Alerts90
Transaction Type Alerts91
Spend Limit Alerts92
Card Management Recent Transactions93
Manage Travel Plans94
Creating a Travel Plan94
Editing a Travel Plan96
Deleting a Travel Plan97
Report Card Lost/Stolen98
Set PIN99
User Roles100
User Roles Overview100
Creating, Editing or Copying a User Role101
Part 1 of 10: Choosing a Transaction to Edit in User Roles102
Part 2 of 10: Establishing Transaction Type Rights103
Part 3 of 10: Approval Limits104
Part 4 of 10: Disabling a Transaction Type105
Part 5 of 10: Allowed Actions106
Part 6 of 10: Enabling Operation Rights107
Part 7 of 10: Choosing the Maximum Draft Amount108
Part 8 of 10: Selecting Subsidiaries108
Part 9 of 10: Enabling Allowed Accounts109
Part 10 of 10: Choosing Drafting Hours110
User Role Policy Tester111
Deleting Allowed Actions113
Establishing Rights to Access Features114
Establishing Rights to Access Accounts115
Deleting a User Role116
User Management117
Users Overview117
User Management Overview118
Adding a New User119
Editing a User120
Deleting a User121
Personal Bill Pay122
Bill Pay Overview122
Creating a Payee122
Editing a Payee124
Deleting a Payee125
Making a Single Payment126
Paying Multiple Bills127
Payment Activity128
Cancel a Pending Payment129
Personal Full Bill Pay130
Bill Pay Overview130
Hiding or Unhiding Payees from Payment Screen132
Hide a Payee132
Unhide a Payee132
Creating a Payee Overview133
Creating a Payee: Company134
For a Known Payee135
For an Unknown Payee136
Creating a Payee: Person137
Part 1 of 3: Choosing Payee and Payment Method137
Part 2 of 3: Adding Payee Information138
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code139
Editing a Payee140
Deleting a Payee141
Scheduling Payments142
Rush Delivery143
Recurring Payments145
Editing Payments147
Skipping Payments149
Deleting Payments150
Setting Up eBills151
Adding an Account152
Editing an Account153
Deleting an Account154
Editing Alerts155
Categories156
Editing a Category157
Deleting a Category158
GiftPay Overview159
Creating a Recipient: Gift Check160
Creating a Recipient: Donation162
Sending a Gift164
Sending a Donation166
Editing a Gift or Donation Recipient168
Deleting a Gift or Donation Recipient169
Editing a Pending Gift or Donation171
Deleting a Pending Gift or Donation173
Personal Financial Management175
Initial Setup175
Linking an Account175
Unlinking an Account176
Categorizing Transactions177
Splitting a Transaction178
Online Banking Home Page179
Spending Overview180
Spending: Recategorizing a Transaction181
Budgets Overview183
Auto-generated Budgets184
Budgets From Scratch184
Editing or Deleting a Budget185
Managing Budgets186
Trends Overview187
Cash Flow Overview188
Adding a Suggested Cash Event189
Creating Your Own Cash Event190
Editing, Deleting or Skipping a Cash Event192
Net Worth Overview193
Debts Overview194

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