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How To...


 

For general information about changing preferences, see About Preferences.

 

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To add an electronic address:

  1. Click Prefs.


 

  1. On the Preferences page, click Edit Reminder Addresses.


 

  1. 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.


 

  1. Obtain the confirmation code from the device and enter it on the Confirm Reminder Addresses page to verify the address. Click Preview.


 

  1. 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:

  1. Click Prefs.


 

  1. On the Preferences page, click Edit Reminder Addresses.


 

  1. On the Edit Alert Addresses page, change the information as appropriate.


 

  1. Click Preview.


 

  1. 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:

  1. Click Prefs.


 

  1. On the Preferences page, your existing reminders are listed. Click the name of the reminder in the list.


 

  1. On the Edit page, change the information as appropriate.


 

  1. Click Preview.


 

  1. 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:

  1. Click Prefs.


 

  1. On the Preferences page, click Change Password.


 

  1. 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.


 

  1. Click Create Password.

 

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To create a reminder:

  1. Click Prefs.


 

  1. On the Preferences page, click Create a Reminder.


 

  1. 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.


 

  1. 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:

  1. Click Prefs.


 

  1. On the Preferences page, your existing reminders are listed. Click the name of the reminder in the list.


 

  1. On the Edit page, click Delete.


 

  1. 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:

  1. Click Prefs.


 

  1. On the Preferences page, click Change Account Preferences.


 

  1. On the Change Account Preferences page, in the Nickname field for the account, enter your preferred name.


 

  1. Click Submit Update.

 

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To remove an electronic address:

  1. Click Prefs.


 

  1. On the Preferences page, click Edit Reminder Addresses.


 

  1. 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:

  1. Click Prefs.


 

  1. On the Preferences page, click Change Account Preferences.


 

  1. 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.


 

  1. Click Submit Update.

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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