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13

General Information

mcompany.com

1.

You can view your

Available Balance

which is the current balance minus any

pending transations and your

Current Balance

which is the amount your

account starts with at the beginning of the business day.

2.

For account transaction history, click the

account name

to view the

Account

Details

screen. View transaction details by clicking the transaction.

3.

To edit your account nickname click the

icon and then click the

checkmark.

4.

To change the order in which your accounts appear, click and hold on an

account name and drag and drop it to it’s new location.

5.

To create a new group, click and hold the account your would like to put into

a new group. Drag and drop the account to the group icon at the bottom of

the screen. Add a new group nickname and click the checkmark.

6.

To

View Activity

or send a

Quick Transfer

to an account. Click the two gray

vertical lines to the right of an account name.

7.

You can scroll through the account summaries by clicking

Next

or

Previous

at the bottom of the summary box.

8.

The

print

button will print a quick summary of your current available funds

in all accounts.

9.

The chain icon allows you to link external accounts to your

bank

online

banking.

10.

Need an action done in a hurry? In the top right corner, you will notice

options for easy access tools. These

Quick Action

options allow you to

swiftly transfer money and view the money manager.

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