How to Set-Up a Balance Alert

Staying on top of your bank accounts can be time consuming; and frankly, not as fun as scrolling through your favorite social media feed. However, it's important to know exactly what is going on with your accounts. Luckily, we can help you do just that.

Balance Alert

A balance alert can help you manage your personal (or business) finances, plus it can provide a way to know if your account has been compromised. For our walk-through, we’ll set up an alert for a low balance.

  1. Log into online banking, select "Setting," then "Alerts" to view the Alerts option screen.
  2. From the "New Alert" dropdown menu, select "Account Alert." 
  3. Then, by clicking the account listing, select the account for which you'd like to receive an alert. 
  4. At the top of the options list is "Available Balance." Select "Less Than," enter a custom amount, and click "Save." 
  5. Now, select your delivery method (text, email, phone, or secure message via online banking), and enter the specific phone number or email address you’d like to use. 
  6. Follow the remaining steps, and click "Save" to complete your set-up.

You can customize this alert for whatever your need: to set a savings or checking goal, to note when you've reached a particular dollar amount, or simply to avoid unexpected "surprises."