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2
General Information
Security.................................................................................................................................. 3–4
Logging In................................................................................................................................. 5
Accounts
Overview.................................................................................................................................... 6
History......................................................................................................................................... 7
Online Activity.................................................................................................................... 8–9
Statements..............................................................................................................................10
Dashboard...............................................................................................................................11
Transactions
Funds Transfer.......................................................................................................................12
Create Recurring Funds Transfer....................................................................................13
External Transfers.................................................................................................................14
Add & Verify External Account........................................................................................15
Person to Person Transfer.................................................................................................16
Bill Pay
Overview
......................................................................................................
17–18
Payees.......................................................................................................................................19
Payee Setup............................................................................................................................20
Categories...............................................................................................................................21
View Bill History.....................................................................................................................22
Make a Payment....................................................................................................................23
Scheduled Payments...........................................................................................................24
Bill History................................................................................................................................25
Change & Cancel Payments..............................................................................................26
Services
Secure Message.....................................................................................................................27
Address Change....................................................................................................................28
Stop Payment.........................................................................................................................29
Check Reorder........................................................................................................................30
Preferences
Account....................................................................................................................................31
Alerts ........................................................................................................................................32
Security.....................................................................................................................................33
User............................................................................................................................................34
Bill Payment............................................................................................................................35
Mobile............................................................................................................................... 36–39
Statement Delivery..............................................................................................................40
Table of Contents