Banner Online Banking eGuide

Getting Started8
New User Enrollment8
Logging In9
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Account Summary Overview14
Account Details Overview15
Quick Transfer17
Account Nickname18
Account Grouping19
Editing a Group Name20
Deleting a Group20
Outstanding Bill Payments21
Security22
Protecting Your Information22
General Guidelines22
Login ID and Password22
Fraud Prevention22
Security Preferences23
Change Password23
Change Login ID24
Secure Delivery25
Mobile Security Preferences26
Enabling Touch ID or Fingerprint Login26
Enabling Face ID28
Enabling Passcode Authentication29
Disabling Passcode Authentication, Touch ID/Face ID or Fingerprint Login30
Alerts Overview31
Account Alerts32
History Alerts33
Non-Online Transaction Alerts34
Online Transaction Alerts35
Reminder36
Security Alerts Overview37
Edit Delivery Preferences37
Secure Message Overview38
Sending a Secure Message39
Transaction Types40
Moving Money Overview40
Transactions42
Funds Transfer42
Snapshot Check Deposit44
Loan Payments45
Person To Person Transfer46
Single Transfers Between Banner Bank Accounts46
Linking Someone’s Banner Bank Account47
Add External Account48
Verify External Account49
Activity Center Overview50
Using Filters51
Creating or Deleting Custom Views Using Favorites51
Editing Transactions52
Canceling Transactions53
Debit Card Controls54
Debit Card Controls Overview54
Getting Started54
Card Lock/Unlock57
Set Primary Device.58
Debit Card Controls Control Preferences59
Locations59
Spend Limits61
Merchant Types62
Transaction Types63
Debit Card Controls Alert Preferences64
Location Alerts65
Spend Limit Alerts66
Merchant Alerts67
Transaction Type Alerts68
Debit Card Controls Recent Transations69
Activate Card70
Set PIN71
Report Card Lost/Stolen72
Manage Card73
Creating a Travel Plan73
Editing a Travel Plan75
Deleting a Travel Plan76
Quick Bill Pay77
Bill Pay Overview77
Creating a Payee77
Editing a Payee79
Deleting a Payee80
Changing “Pay From” Accounts81
Making a Single Payment82
Paying Multiple Bills83
Payment Activity84
Cancel a Pending Payment85
Bill Payment86
Payments Overview86
Hiding or Unhiding Payees from Payment Screen87
Creating a Payee Overview88
Creating a Payee: Company89
Creating a Payee: Person91
Part 1 of 3: Choosing Payee and Payment Method91
Part 2 of 3: Adding Payee Information92
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code93
Editing a Payee94
Deleting a Payee95
Scheduling Payments96
Rush Delivery97
Recurring Payments99
Editing Payments100
Skipping Payments101
Canceling Payments102
Setting Up eBills103
Adding an Account104
Editing an Account105
Deleting an Account106
Editing Personal Information107
Editing Alerts108
Categories109
Editing a Category110
Deleting a Category111
Personal Financial Management112
Initial Setup112
Manual Accounts114
Edit a Manual Account115
Delete a Manual Account116
Categorizing Transactions117
Splitting a Transaction118
Online Banking Home Page119
Net Worth Overview120
Budgets Overview121
Auto-generated Budgets122
Budgets From Scratch122
Editing or Deleting a Budget123
Managing Budgets124
Spending Overview125
Spending: Recategorizing a Transaction126
Trends Overview128
Debts Overview129
Cash Flow Overview130
Adding a Suggested Cash Event131
Creating Your Own Cash Event132
Editing, Deleting or Skipping a Cash Event134
Services135
Credit Card135
TruRewards136
Statements137
Text Enrollment138
Stop Payment Request139
Reordering Checks140
Change Address for All Accounts141
Live Chat142
Open Account143
Open a New Account143
Settings144
Account Preferences144
Themes145
Accessibility146
Locations147
Branches and ATMs147

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