Help Documentation
Account Summary
Overview
This page displays basic information about all your online banking accounts.
On the left, accounts are grouped by type – Checking & Savings, Business Checking, Certificates of Deposit, Retirement Accounts, Lines of Credit, Loans and Closed Accounts. On the top right of the page, balances are also displayed as totals – Total Checking, Total Savings and Total Liabilities.
Actions
Click the
symbol to the left of each account name to view Recent Transactions, view Statements,
View All Activity, complete a Quick Transfer From, complete a Quick Transfer To, Pay A Bill, Edit Preferences or Send A Message.
The first ten recent transactions display by default. Click View More Transactions to be taken to the main Transaction History page.
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Tips
On the right side of the page you can also Search Accounts, Transfers Funds, Pay A Bill, Send A Message, or view information about your Upcoming Transfers.
The last time you logged in displays on the top left of the page under Account Summary.