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
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

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