| 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 |
| Outstanding Bill Payments | 24 |
| Security | 25 |
| Protecting Your Information | 25 |
| General Guidelines | 25 |
| Login ID and Password | 25 |
| Fraud Prevention | 25 |
| Security Preferences | 26 |
| Change Password | 26 |
| Change Login ID | 27 |
| Secure Delivery | 28 |
| Mobile Security Preferences | 29 |
| Enabling Touch ID or Fingerprint Login | 29 |
| Enabling Face ID | 31 |
| Enabling Passcode Authentication | 32 |
| Disabling Passcode Authentication, Touch ID/Face ID
or Fingerprint Login | 33 |
| Alerts Overview | 34 |
| Account Alerts | 35 |
| History Alerts | 36 |
| Non-Online Transaction Alerts | 37 |
| Online Transaction Alerts | 38 |
| Reminder | 39 |
| Security Alerts Overview | 40 |
| Edit Delivery Preferences | 40 |
| Secure Message Overview | 41 |
| Sending a Secure Message | 43 |
| Transaction Types | 44 |
| Moving Money Overview | 44 |
| Transactions | 46 |
| Funds Transfer | 46 |
| Loan Payments | 48 |
| Banner P2P | 50 |
| Single Transfers Between Banner Bank Accounts | 50 |
| Linking Someone’s Banner Bank Account | 51 |
| Add External Account | 52 |
| Verify External Account | 53 |
| Activity Center Overview | 54 |
| Using Filters | 55 |
| Creating or Deleting Custom Views Using Favorites | 56 |
| Editing Transactions | 57 |
| Canceling Transactions | 58 |
| Statements, Notices, Taxes | 59 |
| Snapshot Deposit | 60 |
| Deposit Check | 60 |
| Debit Card Controls | 61 |
| Debit Card Controls Overview | 61 |
| To Add a New Card | 62 |
| To Activate a Card | 63 |
| Card Lock/Unlock | 64 |
| Set Primary Device | 65 |
| Card Details | 66 |
| View Digital Card | 66 |
| Spend Insights | 67 |
| Card on File | 68 |
| Debit Card Controls & Alerts | 69 |
| Locations | 69 |
| Merchant Types | 71 |
| Transaction Types | 72 |
| Spend Limits | 73 |
| Alerts | 74 |
| Location Alerts | 75 |
| Merchant Alerts | 76 |
| Transaction Type Alerts | 77 |
| Spend Limit Alerts | 78 |
| Debit Card Controls Recent Transations | 79 |
| Manage Card | 80 |
| Creating a Travel Plan | 80 |
| Editing a Travel Plan | 82 |
| Deleting a Travel Plan | 83 |
| Report Card Lost/Stolen | 84 |
| Set PIN | 85 |
| Quick Bill Pay | 86 |
| Bill Pay Overview | 86 |
| Creating a Payee | 86 |
| Editing a Payee | 88 |
| Deleting a Payee | 89 |
| Changing “Pay From” Accounts | 90 |
| Making a Single Payment | 91 |
| Paying Multiple Bills | 92 |
| Payment Activity | 93 |
| Cancel a Pending Payment | 94 |
| Bill Payment | 95 |
| Payments Overview | 95 |
| Hiding or Unhiding Payees from Payment Screen | 96 |
| Creating a Payee Overview | 97 |
| Creating a Payee: Company | 98 |
| Creating a Payee: Person | 100 |
| Part 1 of 3: Choosing Payee and Payment Method | 100 |
| Part 2 of 3: Adding Payee Information | 101 |
| Part 3 of 3: Keyword (Email Only) and One-Time Activation Code | 102 |
| Editing a Payee | 103 |
| Deleting a Payee | 104 |
| Scheduling Payments | 105 |
| Rush Delivery | 106 |
| Recurring Payments | 108 |
| Editing Payments | 109 |
| Skipping Payments | 110 |
| Canceling Payments | 111 |
| Setting Up eBills | 112 |
| Adding an Account | 113 |
| Editing an Account | 114 |
| Deleting an Account | 115 |
| Editing Personal Information | 116 |
| Editing Alerts | 117 |
| Categories | 118 |
| Editing a Category | 119 |
| Deleting a Category | 120 |
| Personal Financial Management | 121 |
| Initial Setup | 121 |
| Manual Accounts | 123 |
| Edit a Manual Account | 124 |
| Delete a Manual Account | 125 |
| Categorizing Transactions | 126 |
| Splitting a Transaction | 127 |
| Online Banking Home Page | 128 |
| Net Worth Overview | 129 |
| Budgets Overview | 130 |
| Auto-generated Budgets | 131 |
| Budgets From Scratch | 131 |
| Editing or Deleting a Budget | 132 |
| Managing Budgets | 133 |
| Spending Overview | 134 |
| Spending: Recategorizing a Transaction | 135 |
| Trends Overview | 137 |
| Debts Overview | 138 |
| Cash Flow Overview | 139 |
| Adding a Suggested Cash Event | 140 |
| Creating Your Own Cash Event | 141 |
| Editing, Deleting or Skipping a Cash Event | 143 |
| Services | 144 |
| Credit Card | 144 |
| TruRewards | 145 |
| Text Enrollment | 146 |
| Stop Payment Request | 147 |
| Reordering Checks | 148 |
| Change Address for All Accounts | 149 |
| Chat | 150 |
| Open Account | 151 |
| Open a New Account | 151 |
| Settings | 152 |
| Account Preferences | 152 |
| Themes | 153 |
| Accessibility | 154 |
| Locations | 155 |
| Branches and ATMs | 155 |