How To...
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For general information about changing preferences, see About Preferences.
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To add an electronic address:
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- Click Prefs.
- On the Preferences page,
click Edit Reminder Addresses.
- On the Edit Reminder
Addresses page, a new line displays by default with empty fields for nickname
and e-mail address. Complete the fields with the new electronic address
information. Click Submit Info; a confirmation code is sent to the designated
e-mail address.
- Obtain the
confirmation code from the device and enter it on the Confirm Reminder Addresses
page to verify the address. Click Preview.
- 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 electronic addresses:
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- Click Prefs.
- On the Preferences
page, click Edit Reminder Addresses.
- On the Edit Alert
Addresses page, change the information as appropriate.
- Click Preview.
- 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 a reminder:
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- Click Prefs.
- On the Preferences page,
your existing reminders are listed. Click the name of the reminder in
the list.
- On the Edit page,
change the information as appropriate.
- Click Preview.
- 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 password:
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- Click Prefs.
- On the Preferences
page, click Change Password.
- 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.
- Click Create
Password.
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To create a reminder:
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- Click Prefs.
- On the Preferences
page, click Create a Reminder.
- 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.
- 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 a reminder:
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- Click Prefs.
- On the Preferences
page, your existing reminders are listed. Click the name of the reminder
in the list.
- On the Edit page, click
Delete.
- On the Delete page,
verify that you have the reminder you intended to delete. To:
- Cancel the
deletion, click Cancel.
- Delete the
reminder, click Delete.
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To give your account a nickname:
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- Click Prefs.
- On the Preferences
page, click Change Account Preferences.
- On the Change Account
Preferences page, in the Nickname field for the account, enter your
preferred name.
- Click Submit Update.
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To remove an electronic address:
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- Click Prefs.
- On the Preferences
page, click Edit Reminder Addresses.
- On the Edit Reminder Addresses
page, click Remove beside the electronic address you wish to remove.
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To select accounts to display:
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- Click Prefs.
- On the Preferences
page, click Change Account Preferences.
- 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.
- Click Submit Update.
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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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