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24

Security: Alerts Overview

In the

Settings

tab, click

Alerts

.

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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