Online Banking (Client View) – Self Service

Self Service > Self Administration > Change Password

Displays date of last password change

Client can input and confirm a new password

Must be between 8-64 characters

1 upper case letter

1 lower case letter

1 special character

Different than the last 10 passwords

Update Password to save new changes

Self Service > Self Administration > Personal Preferences

Client can update existing/add email and telephone on file

Click Add or select the Edit Icon

Select the X to delete outdated contact information

Self Service > Self Administration > Change Username

Client has the option to change their username

input the new username

confirm the new username

select Update Username

Self Administration > Mobile Banking

See Mobile Banking KB Articles

Self Service > Alerts > Account Alerts

Client can view current account alerts

Client can edit alert preferences

Select the account

Edit Account Transfer Alerts

Edit Balance Alerts

Edit Stop Payment Alerts

Show contact information

open current contact information

Edit icon will take client to Self Administration > Personal Preferences

Alert Quiet Time Add

create a timeframe when alerts will not be received

Save

Account Transfer Alerts, Balance Alerts, Stop Pay Alerts

Client can toggle no/yes to turn the alert on or off

Client can choose email or text message alert

Alerts > Service Alerts

Client can goggle the alert on/off

Self Service > Stop Payment

Client can create a new stop payment ($20.00)

Associated account number

Check information

Amount

Reason

Select Continue

View an existing stop payment

ACHs are not eligible for stop payment

Self Service > Account Maintenance

Edit name

create a nickname for their accounts

Hide/Show

select which accounts to display or hide on the Overview page

Self Service > Secure Messages

Client can send secure online banking messages

Received through Web Admin

General Question

Bill Payment

Self Service Secure Messaging > Incoming

View all messages received

Click on the subject to open the message

Select box on the left to Delete or Archive

Secure Messaging > Contact Information

Displays Contact information for Quontic

Secure Messaging > Service Requests

Clients can submit form to CX team

Transfer file

Change of Address

Reorder Checks

Bitcoin Rewards Redemption

Add Joint Owner

Copies

Debit Card Request

CD Distribution

Lost/Stolen Card

Add Beneficiary

Self Service > Frequently Asked Questions

Takes client to Quontic’s Frequently Asked Questions page