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