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....................................................................................................8 Logging In.....................................................................................................................10 Logging Off............................................................................................................................ 11 Resetting A Forgotten Password. ..............................................................................12 Home Page 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 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