Banner Online Banking eGuide

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Logging In	10
Logging Off	10
Resetting A Forgotten Password	11
Unlock/Forgot Login ID	13
Unlock Login ID	13
Forgot Login ID	14
Home Page	15
Home Page Overview	15
Account Summary Overview	17
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Login ID and Password	24
Fraud Prevention	24
Security Preferences	25
Change Password	25
Change Login ID	26
Secure Delivery	27
Mobile Security Preferences	28
Enabling Touch ID or Fingerprint Login	28
Enabling Face ID	30
Enabling Passcode Authentication	31
Disabling Passcode Authentication, Touch ID/Face ID or Fingerprint Login	32
Alert Preferences Overview	33
Account Alerts	34
History Alerts	35
Online Transaction Alerts	36
Security Alerts Overview	37
Edit Delivery Preferences	37
Contact Us	38
Secure Message Overview	38
Sending a Secure Message	40
Get CoBrowse Code	41
Transaction Types	42
Moving Money Overview	42
Transactions	44
Funds Transfer	44
Loan Payments	46
Manage External Accounts	48
Add External Account	48
Verify External Account	49
Nickname or Remove External Account	50
Activity Center Overview	51
Using Filters	52
Creating or Deleting Custom Views Using Favorites	53
Editing Transactions	54
Canceling Transactions	55
Statements, Notices, Taxes	56
Snapshot Deposit	57
Deposit Check	57
Debit Card Controls	58
Debit Card Controls Overview	58
To Add a New Card	59
To Activate a Card	60
Card Lock/Unlock	61
Set Primary Device	62
Card Details	63
View Digital Card	63
Spend Insights	64
Card on File	65
Debit Card Controls & Alerts	66
Locations	66
Merchant Types	68
Transaction Types	69
Spend Limits	70
Alerts	71
Location Alerts	72
Merchant Alerts	73
Transaction Type Alerts	74
Spend Limit Alerts	75
Debit Card Controls Recent Transations	76
Manage Card	77
Creating a Travel Plan	77
Editing a Travel Plan	79
Deleting a Travel Plan	80
Report Card Lost/Stolen	81
Set PIN	82
Bill Payment	83
Payments Overview	83
Hiding or Unhiding Payees from Payment Screen	84
Creating a Payee Overview	85
Creating a Payee: Company	86
Creating a Payee: Person	88
Part 1 of 3: Choosing Payee and Payment Method	88
Part 2 of 3: Adding Payee Information	89
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code	90
Editing a Payee	91
Deleting a Payee	92
Scheduling Payments	93
Rush Delivery	94
Recurring Payments	96
Editing Payments	97
Skipping Payments	98
Canceling Payments	99
Setting Up eBills	100
Adding an Account	101
Editing an Account	102
Deleting an Account	103
Editing Personal Information	104
Editing Alerts	105
Categories	106
Editing a Category	107
Deleting a Category	108
Outstanding Payments	109
Status of Bill Payments Paid by Check	109
Personal Financial Management	110
Initial Setup	110
Manual Accounts	112
Edit a Manual Account	113
Delete a Manual Account	114
Categorizing Transactions	115
Splitting a Transaction	116
Online Banking Home Page	117
Net Worth Overview	118
Budgets Overview	119
Auto-generated Budgets	120
Budgets From Scratch	120
Editing or Deleting a Budget	121
Managing Budgets	122
Spending Overview	123
Spending: Recategorizing a Transaction	124
Trends Overview	126
Debts Overview	127
Cash Flow Overview	128
Adding a Suggested Cash Event	129
Creating Your Own Cash Event	130
Editing, Deleting or Skipping a Cash Event	132
Services	133
Credit Card	133
TruRewards	134
Text Enrollment	135
Stop Payment Request	136
Reordering Checks	137
Change Address for All Accounts	138
Chat	139
Open Account	140
Open a New Account	140
Current Applications	141
Status of Applications in Progress	141
Settings	142
Account Preferences	142
Financial Tools	143
Themes	144
Accessibility	145
Financial Tools	146
Locations	147
Branches and ATMs	147

Made with FlippingBook - professional solution for displaying marketing and sales documents online