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

Getting Started8
New User Enrollment8
Logging In10
Logging Off10
Resetting a Forgotten Password11
Home Page13
Home Page Overview13
Asset Summary Overview15
Manual Accounts16
Add a Manual Account16
Edit a Manual Account18
Delete a Manual Account19
Account Details Overview20
Quick Transfer22
Account Nickname23
Account Grouping24
Editing a Group Name25
Deleting a Group25
Security26
Protecting Your Information26
General Guidelines26
Login ID and Password26
Fraud Prevention26
Security Preferences27
Change Password27
Change Login ID28
Secure Delivery29
Mobile Security Preferences30
Enabling Touch ID or Fingerprint Login30
Enabling Passcode Authentication32
Disabling Passcode Authentication, Touch ID or Fingerprint Login33
Enabling Face ID34
Apple® Watch35
Apple®® Watch Setup35
Viewing Balances and Transactions35
Alerts Overview36
Account Alerts37
History Alerts38
Non-Online Transaction Alerts39
Online Transaction Alerts40
Reminder41
Security Alerts Overview42
Edit Delivery Preferences42
Enabling and Disabling Push Notifications43
Secure Message Overview44
Sending a Secure Message45
Transaction Types46
Moving Money Overview46
Transactions48
Funds Transfer48
Customer to Customer Transfer50
Linking Someone’s United Community Bank Account50
Single Transfers Between United Community Bank Accounts51
Adding a Personal External Account52
Verifying a Personal External Account53
Pay Friends Initial Setup54
Pay Friends56
Pay Friends History Overview58
Repeat a Pay Friends Transaction59
Receiving Funds with Pay Friends60
Manage Cards Overview61
Activity Center Overview62
Using Filters63
Creating or Deleting Custom Views Using Favorites63
Editing Transactions64
Canceling Transactions65
Bill Pay66
Overview66
Creating a Payee67
Known Company67
Unknown Company69
Person71
Editing a Payee73
Deleting a Payee74
eBills75
Rush Delivery76
Schedule Payments77
Automatic Payments78
Editing Pending Payments80
Cancel Pending Payments81
Viewing Transaction Details82
Single Transaction82
Multiple Transactions83
Creating a Reminder85
Managing Reminders87
Editing Reminders88
Deleting Reminders89
Moving Payments90
Editing Account Name91
Deleting an Account92
Personal Financial Management93
Initial Setup93
Linking an Account93
Unlinking an Account94
Initial Setup95
Linking an Account95
Categorizing Transactions96
Splitting a Transaction97
Online Banking Home Page98
Spending Overview99
Spending: Recategorizing a Transaction100
Budgets Overview102
Auto-generated Budgets103
Budgets From Scratch103
Editing or Deleting a Budget104
Managing Budgets105
Trends Overview106
Cash Flow Overview107
Adding a Suggested Cash Event108
Creating Your Own Cash Event109
Editing, Deleting or Skipping a Cash Event111
Net Worth Overview112
Debts Overview113
Services114
Stop Payment Request114
Reordering Checks115
Statements116
Settings117
Account Preferences117
Text Enrollment118
Address Change Request120
Accessibility121
Statement Delivery122
Locations123
Branches and ATMs123

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