3 Banking Alerts Everyone Should Activate Now: Part III

With the other two parts of this series, we've learned about online banking alerts and how they can provide key information (balance alert, account sign-on alert) when you need it. Remember, setting up a an alert takes just minutes, but can significantly save you time, worry, and money.

Transaction Alert

Much like the balance alert, a transaction alert is very helpful in managing your personal (or business) finances. Specifically, it notifies you when an electronic transaction generated from your online banking occurs. For our walk-through, we'll set up an alert for a single payment transaction.

  1. Log into online banking, select "Setting," then "Alerts" to view the Alerts option screen.
  2. From the "New Alert" dropdown menu, select "Transaction Alert." 
  3. Then, by clicking the account listing, select the account for which you'd like to receive an alert. 
  4. Select a status by clicking your choice from the available status options.
  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. If you'd like to receive a notification upon every occurrence, check mark the corresponding box in the gray section beneath the alert header.
  7. Click “Save” to complete your set-up.

You can easily set this alert for other types of transactions, such as:

  • ACH collection and payments.
  • International and domestic wires.
  • External and funds transfers.
  • Payroll.
  • Single receipt and stop payments. 
With such options, you can easily customize your alerts to provide you the specific information you want, keeping you "in the know" and in control of your bank accounts.

Are there other alerts you'd like to learn about or know how to activate? Contact us and let us know.