Banner Online Banking eGuide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	9
Logging Off	9
Resetting A Forgotten Password	10
Home Page	12
Home Page Overview	12
Account Summary Overview	14
Account Details Overview	15
Quick Transfer	17
Account Nickname	18
Account Grouping	19
Editing a Group Name	20
Deleting a Group	20
Outstanding Bill Payments	21
Security	22
Protecting Your Information	22
General Guidelines	22
Login ID and Password	22
Fraud Prevention	22
Security Preferences	23
Change Password	23
Change Login ID	24
Secure Delivery	25
Mobile Security Preferences	26
Enabling Touch ID or Fingerprint Login	26
Enabling Face ID	28
Enabling Passcode Authentication	29
Disabling Passcode Authentication, Touch ID/Face ID or Fingerprint Login	30
Alerts Overview	31
Account Alerts	32
History Alerts	33
Non-Online Transaction Alerts	34
Online Transaction Alerts	35
Reminder	36
Security Alerts Overview	37
Edit Delivery Preferences	37
Secure Message Overview	38
Sending a Secure Message	39
Transaction Types	40
Moving Money Overview	40
Transactions	42
Funds Transfer	42
Loan Payments	44
Banner P2P	46
Single Transfers Between Banner Bank Accounts	46
Linking Someone’s Banner Bank Account	47
Add External Account	48
Verify External Account	49
Activity Center Overview	50
Using Filters	51
Creating or Deleting Custom Views Using Favorites	51
Editing Transactions	52
Canceling Transactions	53
Statements, Notices, Taxes	54
Snapshot Deposit	55
Deposit Check	55
Debit Card Controls	56
Debit Card Controls Overview	56
To Add a New Card	57
To Activate a Card	58
Card Lock/Unlock	59
Set Primary Device	60
Card Details	61
View Digital Card	61
Spend Insights	62
Card on File	63
Debit Card Controls & Alerts	64
Locations	64
Merchant Types	66
Transaction Types	67
Spend Limits	68
Alerts	69
Location Alerts	70
Merchant Alerts	71
Transaction Type Alerts	72
Spend Limit Alerts	73
Debit Card Controls Recent Transations	74
Manage Card	75
Creating a Travel Plan	75
Editing a Travel Plan	77
Deleting a Travel Plan	78
Report Card Lost/Stolen	79
Set PIN	80
Quick Bill Pay	81
Bill Pay Overview	81
Creating a Payee	81
Editing a Payee	83
Deleting a Payee	84
Changing “Pay From” Accounts	85
Making a Single Payment	86
Paying Multiple Bills	87
Payment Activity	88
Cancel a Pending Payment	89
Bill Payment	90
Payments Overview	90
Hiding or Unhiding Payees from Payment Screen	91
Creating a Payee Overview	92
Creating a Payee: Company	93
Creating a Payee: Person	95
Part 1 of 3: Choosing Payee and Payment Method	95
Part 2 of 3: Adding Payee Information	96
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code	97
Editing a Payee	98
Deleting a Payee	99
Scheduling Payments	100
Rush Delivery	101
Recurring Payments	103
Editing Payments	104
Skipping Payments	105
Canceling Payments	106
Setting Up eBills	107
Adding an Account	108
Editing an Account	109
Deleting an Account	110
Editing Personal Information	111
Editing Alerts	112
Categories	113
Editing a Category	114
Deleting a Category	115
Personal Financial Management	116
Initial Setup	116
Manual Accounts	118
Edit a Manual Account	119
Delete a Manual Account	120
Categorizing Transactions	121
Splitting a Transaction	122
Online Banking Home Page	123
Net Worth Overview	124
Budgets Overview	125
Auto-generated Budgets	126
Budgets From Scratch	126
Editing or Deleting a Budget	127
Managing Budgets	128
Spending Overview	129
Spending: Recategorizing a Transaction	130
Trends Overview	132
Debts Overview	133
Cash Flow Overview	134
Adding a Suggested Cash Event	135
Creating Your Own Cash Event	136
Editing, Deleting or Skipping a Cash Event	138
Services	139
Credit Card	139
TruRewards	140
Text Enrollment	141
Stop Payment Request	142
Reordering Checks	143
Change Address for All Accounts	144
Live Chat	145
Open Account	146
Open a New Account	146
Settings	147
Account Preferences	147
Themes	148
Accessibility	149
Locations	150
Branches and ATMs	150

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