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

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Transaction Types Moving Money Overview............................................................................................40 Transactions 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 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 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