United Community Bank: A Quick and Easy Guide to Online Banking and Bill Pay

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Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Unlock Login	11
Forgot Login	12
Resetting a Forgotten Password	13
Accounts	15
Home Page Overview	15
Account Details Overview	17
Quick Transfer	19
Account Nickname	20
Details & Settings	21
Manage Accounts	22
Overview	22
Tagging an Account	23
Editing an Account Tag	24
Deleting an Account Tag	25
Manual Accounts	26
Adding a Manual Account	26
Editing a Manual Account	27
Deleting a Manual Account	28
Financial Tools	29
Financial Tools Initial Setup	29
Enrolling in Financial Tools	29
Linking an Account	30
Unlinking an Account	31
Categorizing Transactions	32
Splitting a Transaction	33
Online Banking Home Page	34
Spending Overview	35
Spending: Transaction Details	36
Spending: Recategorizing a Transaction	37
Spending: Tagging a Transaction	39
Spending: Splitting a Transaction	40
Budgets Overview	41
Auto-generated Budgets	42
Budgets From Scratch	42
Editing or Deleting a Budget	43
Editing or Deleting a Sub-Budget	45
Trends Overview	46
Cash Flow Overview	47
Adding an Expense	48
Adding Income	49
Editing, Deleting or Skipping a Cash Event	50
Net Worth Overview	51
Debts Overview	52
Edit Annual Percentage Rate (APR) and Minimum Payment	53
Extra Payments	55
Security	56
Protecting Your Information	56
General Guidelines	56
Login ID and Password	56
Fraud Prevention	56
Security Preferences	57
Change Password	57
Change Login ID	58
Secure Delivery	59
Mobile Security Preferences	60
Enabling Biometrics	60
Enabling Passcode Authentication	62
Enabling Face ID	63
Disabling Passcode Authentication or Biometrics Login	64
Apple Watch®	65
Apple Watch® Setup	65
Viewing Balances and Transactions	65
Alerts Overview	66
Account Alerts	67
History Alerts	68
Online Transaction Alerts	69
Security Alerts Overview	70
Editing Delivery Preferences	70
Enabling and Disabling Push Notifications	71
Secure Message Overview	72
Sending a Secure Message	73
Transactions	74
Funds Transfer	74
Send Money with Zelle® Setup	76
Initial Setup	76
Adding a Recipient	77
Send Money with Zelle®	78
Send Money with Zelle® Limits	80
Request Money with Zelle®	81
Split Payment with Zelle®	82
Zelle® Activity	83
Zelle® Settings	84
Add a Personal External Transfer Account	85
Instant Verification	85
Manage External Transfer Accounts	86
Nickname External Transfer Accounts	86
Remove External Transfer Accounts	87
Activity Center Overview	88
Using Filters	89
Creating or Deleting Custom Views Using Favorites	90
Editing Transactions	91
Canceling Transactions	92
Services	93
Stop Payment Request	93
Check Reorder	94
eStatement Preferences	95
Statements/Notices Document Viewer	96
Mobile Deposits	97
Settings	98
Quick Balance	98
To Enable Quick Balance	98
To Use Quick Balance	99
Text Banking Enrollment	100
Themes and Languages	101
Accessibility	102
Locations	103
Branches and ATMs	103
Bill Pay	104
Bill Pay Overview	104
Creating a Payee	104
Editing a Payee	106
Deleting a Payee	107
Schedule Payments	108
Desktop	108
Mobile	110
Recurring Payments	111
Desktop	111
Mobile	112
Rush Delivery	113
Setting Up eBills	114
eBill Options	115
Editing a Payment	116
Deleting a Payment	117
Payment History	118
Picture Pay	119
Document Vault	121
Upload Document	121
Manage Document Vault	122
Updating Preferences	123

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