User Guide - Transaction Alerts

Effective Date: October 22, 2020

User Guide
Transaction Alerts

Effective Date: October 22, 2020
Step 1(a) - Transaction Alerts
Once you are on the main screen of the online banking portal, navigate to “Account Settings”.
Step 1(b)
Once you are on the “Account Settings” screen, click “Choose Alerts” under “Alerts”.
Step 2(a) - Set-up
Next you will land on the main screen for “Choose Alerts”. Select which account you are setting up alerts for and make sure the two primary delivery methods (a phone number and email) are correct. You can edit the alert email and phone number by clicking “Edit” next to their field. This will take you to a sperate screen to edit this information.
Step 3 - Contact Info
Once on the next screen, labeled “Update Profile” you can change the emails and phone numbers for alerts to be sent to. Alerts are only sent to the “Primary” email and phone number on file.
After clicking either “Add Email” or “Add Phone” you will be taken to a small sub-screen to confirm the new entry. You must select “Primary” for the alerts to be sent on that account.
After saving the new phone or email, you will be sent back to the “Update Profile” main screen and get a confirmation notification at the top of the screen. You will also be able to see your added phone or email in their designated areas.
Step 4 - Transaction Types
Next, back on the main “Alerts” page, you can now pick from a select number of alerts classified under alerts for “Balance and Transfer Spending” and alerts for “Payments”. Only primary emails and phone numbers can receive alerts. To opt-in to specific alerts check the box next to the previews of your primary email or phone number for that account. Remember that alerts are set-up separately for each account so you will need to repeat this process for each account. Also remember to hit save before exiting the page.

NOTE: The “Alert me when my available balance for this account is less than…” field has a text entry field where you can specify the amount of money your account needs to drop below to receive an alert. Make sure to enter both an amount and check the alert box before hitting save.
Step 5 - Receive the Alert
The real-time text and email notifications will appear as shown below once the system processes them.

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“Bottom line, you need funding from a bank that listens"
“They take the time to learn about potential customers and their particular industry. It makes a huge difference…”
“The success of every vendor depends on a financing partner…”
“Their years of industry experience promulgate itself in the consistent professional and reliable service provided…”

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