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 ...................................................................................................9 Logging In.....................................................................................................................11 Logging Off ........................................................................................................................... 12 Resetting a Forgotten Password ...............................................................................13 Home Page Home Page Overview .................................................................................................15 Asset Summary Overview................................................................................................... 17 Account Details Overview ..........................................................................................18 Quick Transfer.............................................................................................................20 Account Nickname......................................................................................................21 Details & Settings........................................................................................................22 Account Grouping.......................................................................................................23 Editing a Group Name......................................................................................................... 24 Deleting a Group.................................................................................................................. 24 Security Protecting Your Information......................................................................................25 General Guidelines .............................................................................................................. 25 Login ID and Password........................................................................................................ 25 Fraud Prevention ................................................................................................................. 25 Security Preferences...................................................................................................26 Change Password ................................................................................................................ 26 Secure Delivery .................................................................................................................... 27 Mobile Security Preferences......................................................................................28 Enabling Touch ID or Fingerprint Login ............................................................................ 28 Enabling Passcode Authentication .................................................................................... 30 Enabling Face ID................................................................................................................... 31 Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login.............. 32 Alerts Overview ...........................................................................................................33 Account Alerts - Next Day ................................................................................................... 34 History Alerts - Next Day..................................................................................................... 35 Online Transaction Alerts - Instantaneous ....................................................................... 36 Security Alerts Overview ............................................................................................37 Editing Delivery Preferences............................................................................................... 37 Real-Time Alerts ..........................................................................................................38 Setting Up Real-Time Alerts ................................................................................................ 38 Enable/Disable Real-Time Alerts ........................................................................................ 39 Edit Real-Time Alerts............................................................................................................ 40 Real-Time Alerts Notification Settings............................................................................... 41