- Accounts > Detail will direct the client to a Transaction History and more details regarding the accounts
- Client has access to
- Transaction history
- Available balance
- Current balance
- Transaction search
- Print feature
- Transfer link
- Statements link
- Client has access to
- Click the Toggle Down Arrow by the account name to display all accounts
- Client can click on an account and see details specific to that account
- Available Balance display a message explaining that this balance reflects pending transactions
- Click Search to open a menu where search criteria can be input, timeframe, type (debit/withdrawal), and transaction
- A print icon is available to open the option to print the transaction and account details page
- Show Account Summary will display the interest rate on the account, interest paid, current balance, and YTD information
- Note: Interest is displayed, not the APY
- Transfer will redirect the client to Transfer > Move Money
- Documents will redirect client to Accounts > Documents
- Accounts > Documnets
- Selecting Documents from the Details page will direct here as well
- Statements > View Statements to open a separate window for Statement Access
- Statements available online for only 60 months
- Delivery Settings
- Allows client to select paper or electronic delivery
- Primary email
- displayed at the top of the page next to Portfolio
- Select Update Email Addresses to access Self Administration > Personal Preferences
- Client can add, delete, or edit email address and phone number
- Accounts > Reports
- Client can create reports showing deposits, withdrawals, or all transactions
- Client can retrieve transaction history from Accounts > Details > Print
- Accounts > Open New Account
- Pop up will alert client they are leaving online banking.
- Select continue to being the Open a New Account Process
- Accounts > Documnets