Online Banking (Client View) – Accounts Tab

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

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