SAMPLE - DYNAMIC (Q2) Retail User Guide

Preferences

Account Preferences

In Account Preferences you can select name and viewing preferences for your Online and Text Banking accounts.

To Setup or Change Your Account Viewing Preferences:

In the menu, click or tap Settings > Account Preferences . 1. For Online , you can customize your account display names and choose the order preference for viewing. 2. Toggle to the Text button for Text Banking account preferences. You must enroll in text banking by selecting Text Enrollment from the Settings menu option. To view an account in Text Banking, check “ Enabled ”. Customize a four character account nickname to display and choose the order preference for viewing. 3. When you are happy with your choices, click Submit.

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