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Table of Contents Security...............................................................................................................6 Protecting Your Information ...........................................................................................................6 General Guidelines .....................................................................................................................6 Login ID and password ................................................................................................................6 Fraud Prevention ........................................................................................................................6 Getting Started ...................................................................................................7 User Enrollment .............................................................................................................................7 Self-Enrollment...........................................................................................................................7 Logging in After Enrollment.........................................................................................................8 Logging Off .................................................................................................................................8 Retrieve a Forgotten User ID...........................................................................................................9 Resetting a Forgotten Password....................................................................................................12 Account Summary Page ....................................................................................15 Summary Page Overview..............................................................................................................15 Account History............................................................................................................................17 History - Search or Download....................................................................................................18 Details......................................................................................................................................22 Move Money ....................................................................................................23 Transfers......................................................................................................................................23 Immediate Transfer ..................................................................................................................23 Future (One Time) Transfer .......................................................................................................24 Recurring Transfer ....................................................................................................................25 Transfer Activity...........................................................................................................................27 Cancel or Edit a Scheduled or Recurring Transfer .......................................................................28 Rejected and Canceled Transfers...............................................................................................32 Transfer Accounts ........................................................................................................................33 External Account ..........................................................................................................................34 Add an External Account...........................................................................................................34 To Remove an External Account ................................................................................................37 Unlinked Account.........................................................................................................................39 Adding an unlinked account ......................................................................................................39
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