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Security: Alerts Overview
1.
Click the “New Alert” drop-down and select “History Alert.”
2.
Check the box next to an account name.
3.
Select a transaction type by checking a box.
4.
Check a box to select a comparison. These options vary depending on the
chosen transaction type.
5.
Enter an amount or check number and click the
Save
button.
6.
Select a delivery method using the drop-down.
7.
Choose a frequency by checking the box next to “Every Occurrence” to repeat
the alert.
8.
Click the
Save
button when you are finished.
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History Alerts
If you’re ever concerned about amount limits or pending checks, you can create
History Alerts to contact you when a check number posts or transactions meet an
amount you choose.
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