Online Banking (Client View) – Accounts Overview

The first page the client will see is the Accounts Overview page

Three tabs appear on top

Accounts

Move Money

Self Service

Client is greeted by the first name and last login date and time are displayed

A bell shows if a client has a new secure message next to the greeting

If there is a new message, click to visit Self Service > Secure Messaging

the bell will do nothing if there is not a new message

Accounts are listed and displays

Account type

Last four digits of account number

Available and Current balances

Transfer and Documents

List View and Card View will alter the display

Select an Account to go to Accounts > Details

Self Administration will direct the client Self Service > Self Administration > Personal Preference

View/Add/Edit/Remove Email and Telephone on file

Display Options will open Self Administration > Self Service > Account Maintenance

Edit Name and Hide/Show

Clients can Edit Name and create a nickname for accounts

Hide/Show to select which accounts to display or hide on the Accounts > Overview page