United Community Bank: A Quick and Easy Guide to Online Banking and Bill Pay
First page
Table of contents
Next page
Last page
Getting Started
8
New User Enrollment
8
Logging In
10
Logging Off
10
Resetting a Forgotten Password
11
Home Page
13
Home Page Overview
13
Account Summary Overview
15
Manual Accounts
16
Add a Manual Account
16
Edit a Manual Account
18
Delete a Manual Account
19
Account Details Overview
20
Account Nickname
22
Details & Settings
23
Account Grouping
24
Editing a Group Name
25
Deleting a Group
25
Security
26
Protecting Your Information
26
General Guidelines
26
Login ID and Password
26
Fraud Prevention
26
Security Preferences
27
Change Password
27
Change Login ID
28
Secure Delivery
29
Mobile Security Preferences
30
Enabling Touch ID or Fingerprint Login
30
Enabling Passcode Authentication
32
Disabling Passcode Authentication, Touch ID or Fingerprint Login
33
Enabling Face ID
34
Apple® Watch
35
Apple®® Watch Setup
35
Viewing Balances and Transactions
35
Alerts Overview
36
Account Alerts
37
History Alerts
38
Online Transaction Alerts
39
Reminder
40
Enabling and Disabling Push Notifications
41
Secure Message Overview
42
Sending a Secure Message
43
Transaction Types
44
Moving Money Overview
44
Transactions
45
Funds Transfer
45
Customer to Customer Transfer
47
Linking Someone’s United Community Account
47
Single Transfers Between United Community Accounts
48
Add a Personal External Transfer Account
49
Instant Verification
49
Manage External Transfer Accounts
50
Nickname External Transfer Accounts
50
Remove External Transfer Accounts
51
Send Money with Zelle® Setup
52
Initial Setup
52
Adding a Recipient
53
Send Money with Zelle®
54
Request Money with Zelle®
56
Split Payment with Zelle®
57
Zelle® Settings
58
Activity Center Overview
59
Using Filters
60
Creating or Deleting Custom Views Using Favorites
60
Editing Transactions
61
Canceling Transactions
62
Bill Pay
63
Overview
63
Creating a Payee
64
Known Company
64
Unknown Company
66
Person
68
Editing a Payee
70
Deleting a Payee
71
eBills
72
Rush Delivery
73
Schedule Payments
74
Automatic Payments
75
Editing Pending Payments
77
Cancel Pending Payments
78
Viewing Transaction Details
79
Single Transaction
79
Multiple Transactions
80
Creating a Reminder
82
Managing Reminders
84
Editing Reminders
85
Deleting Reminders
86
Moving Payments
87
Editing Account Name
88
Deleting an Account
89
Personal Financial Management
90
Initial Setup
90
Linking an Account
90
Unlinking an Account
91
Initial Setup
92
Linking an Account
92
Categorizing Transactions
93
Splitting a Transaction
94
Online Banking Home Page
95
Spending Overview
96
Spending: Recategorizing a Transaction
97
Budgets Overview
99
Auto-generated Budgets
100
Budgets From Scratch
100
Editing or Deleting a Budget
101
Managing Budgets
102
Trends Overview
103
Cash Flow Overview
104
Adding a Suggested Cash Event
105
Creating Your Own Cash Event
106
Editing, Deleting or Skipping a Cash Event
108
Net Worth Overview
109
Debts Overview
110
Services
111
Stop Payment Request
111
Reordering Checks
112
Statements
113
Settings
114
Account Preferences
114
Text Enrollment
115
Accessibility
117
Statement Delivery
118
Locations
119
Branches and ATMs
119
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