Union Bank Personal Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	7
Logging In	8
Logging Off	10
Registering Your Device	11
Resetting A Forgotten Password	13
New User Enrollment	15
Home Page	16
Home Page Overview	16
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Username and Password	24
Fraud Prevention	24
Security Preferences	25
Change Password	25
Change Username	26
Secure Delivery	27
Mobile Security Preferences	28
Enabling Touch ID or Fingerprint Login	28
Enabling Passcode Authentication	30
Disabling Passcode Authentication, Touch ID or Fingerprint Login	31
Enabling Face ID	32
Alerts Overview	33
Account Alerts	34
Calendar Alerts	35
History Alerts	36
Online Transaction Alerts	37
Security Alerts Overview	38
Edit Delivery Preferences	38
Enabling and Disabling Push Notifications	39
Secure Message Overview	40
Sending a Secure Message	41
Transaction Types	42
Moving Money Overview	42
Transactions	44
Transfer Funds	44
Transfer to Union Bank Customers	46
Linking Someone’s Union Bank Account	46
Single Transfers Between Union Bank Accounts	47
Pay Others (P2P) Initial Setup	48
Pay Others (P2P)	50
Pay Others (P2P) History Overview	52
Repeat a Pay Others (P2P) Transaction	53
Receiving Funds with Pay Others (P2P)	54
Manage Cards Overview	55
Adding a Personal External Account	56
Verifying a Personal External Account	57
Activity Center Overview	58
Using Filters	59
Creating or Deleting Custom Views Using Favorites	59
Editing Transactions	60
Canceling Transactions	61
Quick Bill Pay	62
Bill Pay Overview	62
Creating a Payee	62
Deleting a Payee	64
Making a Single Payment	65
Paying Multiple Bills	66
Payment Activity	67
Expanded Bill Pay	68
Payments Overview	68
Hiding or Unhiding Payees from Payment Screen	69
Creating a Payee Overview	70
Creating a Payee: Company	71
Creating a Payee: Person	73
Part 1 of 2: Choosing Payee and Payment Method	73
Part 2 of 2: Adding Payee Information	74
Editing a Payee	75
Deleting a Payee	76
Scheduling Payments	77
Rush Delivery	78
Recurring Payments	80
Editing Payments	81
Skipping Payments	82
Canceling Payments	83
Setting Up eBills	84
Adding an Account	85
Editing an Account	86
Deleting an Account	87
Editing Personal Information	88
Editing Alerts	89
Categories	90
Editing a Category	91
Deleting a Category	92
Personal Financial Management	93
Initial Setup	93
Manual Accounts	94
Add a Manual Account	94
Edit a Manual Account	96
Delete a Manual Account	97
Linking an Account	98
Unlinking an Account	99
Categorizing Transactions	100
Splitting a Transaction	101
Accessed From Online Banking Home Page	102
Net Worth Overview	103
Budgets Overview	104
Auto-generated Budgets	105
Budgets From Scratch	105
Editing or Deleting a Budget	106
Managing Budgets	107
Spending Overview	108
Spending: Recategorizing a Transaction	109
Trends Overview	111
Debts Overview	112
eStatements	113
eStatements	113
Services	114
Stop Payment Request	114
Reordering Checks	115
CardValet	116
Settings	117
Account Preferences	117
Text Enrollment	118
Address Change Request	120
Accessibility	121
Locations	122
Branches and ATMs	122

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