Preferences Help 
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How To...
 
For general information about changing preferences, see About Preferences.
 
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To add an electronic address:

  1. Click Prefs.
     
  2. On the Preferences page, click Edit Alert Addresses.
     
  3. On the Edit Alert Addresses page, a new line displays by default with empty fields for device type, nickname, and e-mail address. Complete the fields with the new electronic address information. At the time you enter the new address, you should have the device available. Click Submit Info; a confirmation code is sent to the device.
     
  4. Obtain the confirmation code from the device and enter it on the Confirm Alert Addresses page to verify the address. Click Preview.
     
  5. On the Preview page, review the information you entered.

  6. To:
    • Send the updates, click Submit.
    • Cancel the update, click Cancel
 
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To change electronic addresses:

  1. Click Prefs.
     
  2. On the Preferences page, click Edit Alert Addresses.
     
  3. On the Edit Alert Addresses page, change the information as appropriate.
     
  4. Click Preview.
     
  5. On the Preview page, review the information you entered.

    To:
    • Send the updates, click Submit.
    • Cancel the update, click Cancel.
 
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To change an alert or reminder:

  1. Click Prefs.
     
  2. On the Preferences page, your existing alerts and reminders are listed. Click the name of the alert or reminder in the list.
     
  3. On the Edit page, change the information as appropriate.
     
  4. Click Preview.
     
  5. On the Preview page, review the information you entered.

    To:
    • Send the updates, click Submit.
    • Cancel the update, click Cancel.
 
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To change your contact information:

  1. Click Prefs.
     
  2. On the Preferences page, click Edit Contact Information.
     
  3. On the Edit Contact Information page, change the information as appropriate.
     
  4. Click Preview Info.
     
  5. On the Preview Contact Information page, review the information you entered.

    To:
    • Send the updates, click Submit Info.
    • Change a field, click Edit Info.
 
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To change your login ID:

  1. Click Prefs.
     
  2. On the Preferences page, click Edit Contact Information.
     
  3. On the Edit Contact Information page, type the new Login ID.
     
  4. Click Preview Info.
     
  5. On the Preview Contact Information page, review the changed ID and make note of it. You will need to use this ID the next time you log in to the system.

    To: 
    • Send the updates, click Submit Info.  
    • Change a field, click Edit Info
 
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To change your password:

  1. Click Prefs.
     
  2. On the Preferences page, click Change Password.
     
  3. On the Change Password page, enter or select the following information:

       
    • In the Current Password field, enter your current password.
       
    • In the New Password field, enter the new password you are creating.
       
    • In the Confirm Password field, enter the new password again to confirm.

     
  4. Click Create Password.
 
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To create an alert:

  1. Click Prefs.
     
  2. On the Preferences page, click Create an Alert.
     
  3. On the Create Alert page, select the type of alert you are creating and click Continue. You can create one or more alerts for any of your accounts, but each alert is created separately.
     
  4. If you are creating an alert for Account Balance Over or Account Balance Under, enter or select the following:

       
    • On the continued Create Alert page, the Alert Type field displays Account Balance Over or Account Balance Under.
       
    • In the Account field, select the account to which the alert applies.
       
    • In the Amount field, enter the amount to trigger your alert. For example, if you are creating an alert to notify you when your savings account balance goes below $400.00, enter 400 in the amount field. You will receive an alert if the balance reaches $399.99 or less.
       
    • In the Start Date field, enter a start date for the alert.
       
    • In the Delivery Method field, select additional ways to receive the alert. You automatically receive the alert through the messages area. The e-mail or device addresses you enter on the Edit Alert Addresses page display as choices that you select here.

     
  5. If you are creating an alert for Periodic Balance, enter or select the following:

       
    • On the continued Create Alert page, the Alert Type field displays Periodic Balance.
       
    • In the Account field, select the account to which the alert applies.
       
    • In the Start Date field, enter a start date for the alert.
       
    • In the Frequency field, select Weekly, Monthly, or Yearly. In the Day field beside the frequency option, select a day on which to be notified. The Yearly option also provides a choice for the month in which you want to receive your yearly alert.
       
    • In the Send Time field, select the time at which you want to receive your alert.
       
    • In the Delivery Method field, select additional ways to receive the alert. You automatically receive the alert through the messages area. The e-mail or device addresses you enter on the Edit Addresses page display as choices that you select here.

     
  6. If you are creating an alert for Disallowed Payment or Disallowed Transfer, enter or select the following:

       
    • On the continued Create Alert page, the Alert Type field displays Disallowed Payment or Disallowed Transfer.
       
    • In the Delivery Method field, select additional ways to receive the alert. You automatically receive the alert through the messages area. The e-mail or device addresses you enter on the Edit Addresses page display as choices that you select here.

     
  7. Click Preview Alert. On the Preview Alert page, review your selections.

    To:
    • Accept the Alert, click Submit Alert.  
    • Change a field, click Edit Alert.
 
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To create a reminder:

  1. Click Prefs.
     
  2. On the Preferences page, click Create a Reminder.
     
  3. On the Create Reminder page, enter or select the following information:

       
    • In the Title field, enter a name for the reminder.
       
    • In the Message field, enter a description of the reminder. The text entered here displays when you open the reminder upon receipt.
       
    • In the Frequency field, select how often you want to receive this reminder: one time only, once weekly, once monthly, or yearly. For the frequency you choose, select the day you want to receive the reminder.
       
    • In the Send Time field, enter the time of the day you want to receive the reminder.
       
    • In the Delivery Method field, select additional ways to receive the reminder. You automatically receive the reminder through the messages area. The e-mail or device addresses you enter on the Edit Addresses page display as choices that you select here.

     
  4. Click Preview Reminder. On the Preview Reminder page, review your entries.

    To:
    • Accept the Reminder information, click Submit Reminder.
    • Change a field, click Edit Reminder
 
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To delete an alert or reminder:

  1. Click Prefs.
     
  2. On the Preferences page, your existing alerts and reminders are listed. Click the name of the alert or reminder in the list.
     
  3. On the Edit page, click Delete.
     
  4. On the Delete page, verify that you have the alert or reminder you intended to delete.

    To: 
    • Cancel the deletion, click Cancel.  
    • Delete the alert or reminder, click Delete.
 
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To give your account a nickname:
  1. Click Prefs.
     
  2. On the Preferences page, click Change Account Preferences.
     
  3. On the Change Account Preferences page, in the Nickname field for the account, enter your preferred name.
     
  4. Click Submit Update.
 
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To remove an electronic address:

  1. Click Prefs.
     
  2. On the Preferences page, click Edit Alert Addresses.
     
  3. On the Edit Alert Addresses page, click Remove beside the electronic address you wish to remove.
 
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To select accounts to display:

  1. Click Prefs.
     
  2. On the Preferences page, click Change Account Preferences.
     
  3. On the Change Account Preferences page, select one of the following choices for the account:

       
    • Click the Show field for the account to insert a check mark, indicating that you want the account to display.
       
    • Click the Show field for the account to remove the check mark, indicating that you do not want the account to display.
       
  4. Click Submit Update.
Your choice whether to display an account does not affect the status of the account with us. You are not closing the account. The Show setting applies only to the accounts that show up on your personal banking pages. If you set an account not to show, it will not display on the Accounts, activity, payments, or transfers pages until you return to the Preferences page and reset the Show field. Also, if you are a joint account holder, your Show settings apply only to your Personal Banking view. The joint account holder with a separate Login ID can set the display according to their preference.
 
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Common Questions
  • What happens if I set an account not to display?
  • What if I forget my password or login ID?
  • What is the difference between a reminder and an alert?
Other Information