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Getting Started

5

New User Enrollment

5

Logging Off

8

Resetting A Forgotten Password

9

Home Page

11

Home Page Overview

11

Asset Summary Overview

12

Account Details Overview

13

Quick Transfer

15

Account Grouping

16

Editing a Group Name

17

Deleting a Group

17

Security

18

Protecting Your Information

18

General Guidelines

18

Login ID and Password

18

Fraud Prevention

18

Security Preferences

19

Change Password

19

Secure Delivery

20

Alerts Overview

21

Date Alerts

22

Account Alerts

23

History Alerts

24

Transaction Alerts

25

Security Alerts Overview

26

Edit Delivery Preferences

26

Secure Message Overview

27

Sending a Secure Message

28

Transfers & Payments

29

Moving Money Overview

29

Funds Transfer

31

Adding A Personal External Account

33

Verifying A Personal External Account

34

Activity Center Overview

35

Using Filters

36

Creating or Deleting Custom Views Using Favorites

36

Canceling Transactions

37

Bill Pay

38

Overview

38

Navigation

39

Create a Payee

40

Schedule Payments

42

Recurring Payments

43

Edit or Cancel Payments

44

Rush Delivery

46

Categories

48

View Bill History

49

Business Bill Pay

50

Home Page Overview

50

Add a Payee

52

Company

52

Individual

55

Bank or Credit Union

58

Edit a Payee

60

Delete a Payee

61

Import Payees

62

Add and Manage Categories

63

Single Payment

64

Edit a Single Payment

66

Create a Recurring Payment

67

Edit or Cancel a Pending Payment

69

Payment Approval

71

Company Profile

72

Edit or Delete Bill Pay Accounts

73

Modify User Permissions

74

Personal Profile

76

e-Notifications

77

Events

77

Logout

78

Recurring

79

Reminders

80

Reports

81

Stop Payment Request

82

Mobile Deposit Enrollment

85

Mobile Deposits

86

Text Enrollment

87

Reordering Checks

89

Address Change Request

90

E-Documents

91

Settings

93

Account Preferences

93

Themes and Languages

94

Locations

95

Branches and ATMs

95