| Getting Started |
8 |
| Logging In |
8 |
| Logging Off |
8 |
| Resetting a Forgotten Password |
9 |
| Home Page |
11 |
| Home Page Overview |
11 |
| Account Details Overview |
13 |
| Quick Transfer |
15 |
| Account Nickname |
16 |
| Details & Settings |
17 |
| Account Grouping |
18 |
| Editing a Group Name |
19 |
| Deleting a Group |
19 |
| Security |
20 |
| Protecting Your Information |
20 |
| General Guidelines |
20 |
| Login ID and Password |
20 |
| Fraud Prevention |
20 |
| Security Preferences |
21 |
| Change Password |
21 |
| Change Login ID |
22 |
| Secure Delivery |
23 |
| Mobile Security Preferences |
24 |
| Enabling Touch ID or Fingerprint Login |
24 |
| Enabling Passcode Authentication |
26 |
| Enabling Face ID |
27 |
| Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login |
28 |
| Apple® Watch |
29 |
| Apple® Watch Setup |
29 |
| Viewing Balances and Transactions |
29 |
| Alerts Overview |
30 |
| Account Alerts |
31 |
| History Alerts |
32 |
| Online Transaction Alerts |
33 |
| Reminders |
34 |
| Security Alerts Overview |
35 |
| Editing Delivery Preferences |
35 |
| Enabling and Disabling Push Notifications |
36 |
| Secure Message Overview |
37 |
| Sending a Secure Message |
38 |
| Transaction Types |
39 |
| Moving Money Overview |
39 |
| Transactions |
40 |
| Funds Transfer |
40 |
| Loan & Card Payments |
42 |
| Mobile Deposits |
44 |
| Stop Payment Request |
45 |
| Online Activity Overview |
46 |
| Using Filters |
47 |
| Creating or Deleting Custom Views Using Favorites |
48 |
| Editing Transactions |
49 |
| Canceling Transactions |
50 |
| Commercial |
51 |
| Users Overview |
51 |
| User Management Overview |
52 |
| Adding a New User |
53 |
| Part 1 of 5: Establishing Transaction Type Rights |
55 |
| Part 2 of 5: Disabling a Transaction Type |
56 |
| Part 3 of 5: Editing Approval Limits for a Transaction Type |
57 |
| Part 4 of 5: Establishing Rights to Access Features |
58 |
| Part 5 of 5: Establishing Rights to Access Accounts |
59 |
| Editing an Existing User’s Rights |
60 |
| Deleting a User |
61 |
| Statements |
62 |
| Statements |
62 |
| Settings |
63 |
| Account Preferences |
63 |
| Accessibility |
64 |
| Locations |
65 |
| Branches and ATMs |
65 |
| Bill Payment |
66 |
| Home Page Overview |
66 |
| Add a Payee |
68 |
| Company - Billing Statement |
68 |
| Company - Account and Routing Number. |
71 |
| Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information |
73 |
| Individual Electronic Payments: If You Have an Individual’s Account Information |
75 |
| Individual Check Payments |
77 |
| Activate a Payee |
79 |
| Import Payees |
80 |
| Edit a Payee |
83 |
| Delete a Payee |
84 |
| Add and Manage Categories |
85 |
| Single Payment |
86 |
| Edit or Stop a Single Payment |
87 |
| Create a Recurring Payment |
88 |
| Edit or Stop a Recurring Payment |
90 |
| Payment Approval |
92 |
| Calendar |
93 |
| Company Profile |
94 |
| Delete or Edit Bill Pay Accounts |
95 |
| Modify User Permissions |
96 |
| Personal Profile |
97 |
| e-Notifications |
98 |
| Events |
98 |
| Logout |
99 |
| Recurring |
100 |
| Reminders |
101 |
| Reports |
102 |
| Quick Positive Pay |
103 |
| Introduction |
103 |
| Managing Exceptions |
104 |
| Viewing Positive Pay Decisions |
106 |
| Add a Check Confirmation |
107 |
| Submit Issued Check File |
108 |
| Transaction Monitoring |
109 |
| Introduction |
109 |
| Quick Exception Processing |
110 |
| Submit Issued Check File |
113 |
| Add New Issued Check File |
114 |
| Void a Check |
115 |
| Check Search |
116 |
| ACH Transaction Search |
118 |
| Daily Checks Issued Summary |
119 |
| Stops and Voids |
120 |
| Exception Items |
121 |
| Stale Dated Checks |
122 |
| Account Reconciliation |
123 |
| Check Reconciliation Summary |
124 |
| Deposit Reconciliation Summary |
125 |
| Payee Match Report |
126 |
| ACH Authorization Rules Setup |
127 |
| Create an ACH Authorization Rule |
127 |
| Manage ACH Authorization Rules |
129 |
| Transaction Filters/Blocks |
130 |
| Issued Check File Processing Log |
131 |