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20

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.

10

11 12 13 14 15 16 17 18 19 20

21 22 23 24 25 26 27 28 29 30

1 2 3 4 5 6 7 8 9

10a

1a 2a 3a 4a 5a 6a 7a 8a 9a

10b

1b 2b 3b 4b 5b 6b 7b 8b 9b

10c

1c 2c 3c 4c 5c 6c 7c 8c 9c

10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

J

K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11 12 13 14 15 16 17 18 19

21 22 23 24 25 26 27 28 29

1 2 3 4 5 6 7 8 9

1a 2a 3a 4a 5a 6a 7a 8a 9a

1b 2b 3b 4b 5b 6b 7b 8b 9b

1c 2c 3c 4c 5c 6c 7c 8c 9c

11a 12a 13a 14a 15a 16a 17a 18a 19a

11b 12b 13b 14b 15b 16b 17b 18b 19b

1d 2d 3d 4d 5d 6d 7d 8d 9d

K L M N O P Q R S

U V W X Y Z

A B C D E F G H I

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

11 12 13 14 15 16

21 2 3 4 5 6

1 2 3 4 5 6

1a 2a 3a 4 5 6a

1 2 3 4 5 6

1c 2c 3c 4c 5c 6c

1 2 13a 14a 15a 16a

11b 12b 13b 14b 15b 16b

1 2d 3 4d 5d 6d

K L M N O P

U V W X Y Z

A B C D E F

A B1 C1 D1 E F1

A2 B2 C D2 E2 F

A B3 C D E3 F

10

11 12 13 14 15 16 17 18 19 20

21 22 23 24 25 26 27 28 29 30

1 2 3 4 5 6 7 8 9

10a

1a 2a 3a 4a 5a 6a 7a 8a 9a

10b

1b 2b 3b 4b 5b 6b 7b 8b 9b

10c

1c 2c 3c 4c 5c 6c 7c 8c 9c

10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

J

K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

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.

10

11 12 13 14 15 16 17 18 19 20

21 22 23 24 25 26 27 28 29 30

1 2 3 4 5 6 7 8 9

10a

1a 2a 3a 4a 5a 6a 7a 8a 9a

10b

1b 2b 3b 4b 5b 6b 7b 8b 9b

10c

1c 2c 3c 4c 5c 6c 7c 8c 9c

10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

J

K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11 12 13 14 15 16 17

21 22 23 24 25 26 27

1 2 3 4 5 6 7

1a 2a 3a 4a 5a 6a 7a

1b 2b 3b 4b 5b 6b 7b

1c 2c 3c 4c 5c 6c 7c

11a 12a 13a 14a 15a 16a 17

11b 12b 13b 14b 15b 16b 17

1d d 3d 4d 5d 6d 7d

K L M N O P Q

U V W X Y Z

A B C D E F G

A1 B1 C1 D1 E1 F1 G1

A2 B2 C2 D2 E2 F2 G2

A3 B3 C3 D3 E3 F3 G3

10

11 12 13 14 15 16 17 8 9 20

21 22 23 24 5 6 7 8 9 30

1 2 3 4 5 6 7 8 9

10a

1a 2a 3a 4a 5a 6a 7a 8a 9a

10b

1b 2b 3b 4b 5b 6b 7b 8b 9b

10c

1c 2c 3c 4c 5c 6c 7c 8c 9c

10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

J

K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J1

A1 B1 C D E F1 G1 H1 I1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

10

11 12 13 14 15 16 17 18 19 20

21 22 23 24 25 26 27 28 29 30

1 2 3 4 5 6 7 8 9

10a

1a 2a 3a 4a 5a 6a 7a 8a 9a

10b

1b 2b 3b 4b 5b 6b 7b 8b 9b

10c

1c 2c 3c 4c 5c 6c 7c 8c 9c

10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

1b 2b 3b 4b 5b 6b 17b 8b 19b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

J

K L M N O P Q R S T

U V W X Y Z

A B C D E F G H I

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3