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2

Table of Contents

General Information

Security ........................................................................................................................ 3–4

Getting Started & Logging In.......................................................................................... 5

Accounts

Overview............................................................................................................................ 6

History................................................................................................................................ 7

Online Activity...............................................................................................................8–9

Statements. ..................................................................................................................... 10

Dashboard....................................................................................................................... 11

Transactions

Funds Transfer................................................................................................................ 12

Recurring Transfers....................................................................................................... 13

Person to Person Transfers.......................................................................................... 14

Add External Account.................................................................................................... 15

Verify External Account Requests............................................................................... 16

Personal Bill Pay Overview....................................................................................17–23

Payees......................................................................................................................... 19

ebills... ........................................................................................................................ 20

Payments, Scheduled and Automatic........................................................................ 21

View Bill History......................................................................................................... 22

Change & Cancel Payments ...................................................................................... 23

Services

Secure Message............................................................................................................ 24

Address Change............................................................................................................. 25

Stop Payments................................................................................................................ 26

Reorder Checks.............................................................................................................. 27

Preferences

Account .......................................................................................................................... 28

Alerts ............................................................................................................................... 29

Security............................................................................................................................ 30

Users ............................................................................................................................... 31

Mobile ......................................................................................................................32–34

Delivery............................................................................................................................ 35

Themes ............................................................................................................................ 36