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

Getting Started7
New User Enrollment7
Logging In9
Logging Off9
Resetting a Forgotten Password10
Home Page12
Home Page Overview12
Asset Summary Overview14
Manual Accounts15
Add a Manual Account15
Edit a Manual Account17
Delete a Manual Account18
Account Details Overview19
Account Nickname21
Details & Settings22
Account Grouping23
Editing a Group Name24
Deleting a Group24
Protecting Your Information25
General Guidelines25
Login ID and Password25
Fraud Prevention25
Security Preferences26
Change Password26
Change Login ID27
Secure Delivery28
Mobile Security Preferences29
Enabling Touch ID or Fingerprint Login29
Enabling Passcode Authentication31
Disabling Passcode Authentication, Touch ID or Fingerprint Login32
Enabling Face ID33
Apple® Watch34
Apple®® Watch Setup34
Viewing Balances and Transactions34
Alerts Overview35
Account Alerts36
History Alerts37
Online Transaction Alerts38
Enabling and Disabling Push Notifications40
Secure Message Overview41
Sending a Secure Message42
Transaction Types43
Moving Money Overview43
Funds Transfer44
Customer to Customer Transfer46
Linking Someone’s United Community Bank Account46
Single Transfers Between United Community Bank Accounts47
Adding a Personal External Account48
Verifying a Personal External Account49
Activity Center Overview50
Using Filters51
Creating or Deleting Custom Views Using Favorites51
Editing Transactions52
Canceling Transactions53
Bill Pay54
Creating a Payee55
Known Company55
Unknown Company57
Editing a Payee61
Deleting a Payee62
Rush Delivery64
Schedule Payments65
Automatic Payments66
Editing Pending Payments68
Cancel Pending Payments69
Viewing Transaction Details70
Single Transaction70
Multiple Transactions71
Creating a Reminder73
Managing Reminders75
Editing Reminders76
Deleting Reminders77
Moving Payments78
Editing Account Name79
Deleting an Account80
Personal Financial Management81
Initial Setup81
Linking an Account81
Unlinking an Account82
Initial Setup83
Linking an Account83
Categorizing Transactions84
Splitting a Transaction85
Online Banking Home Page86
Spending Overview87
Spending: Recategorizing a Transaction88
Budgets Overview90
Auto-generated Budgets91
Budgets From Scratch91
Editing or Deleting a Budget92
Managing Budgets93
Trends Overview94
Cash Flow Overview95
Adding a Suggested Cash Event96
Creating Your Own Cash Event97
Editing, Deleting or Skipping a Cash Event99
Net Worth Overview100
Debts Overview101
Stop Payment Request102
Reordering Checks103
Account Preferences105
Text Enrollment106
Address Change Request108
Statement Delivery110
Branches and ATMs111

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