How To: Set Up Account Alerts
Account alerts are a simple way to stay informed about your finances. They can remind you of important events, keep you updated on your account status, and notify you whenever transactions occur.
Some alerts—like security notifications—are automatically generated to help protect your account. Others can be customized, giving you control over what you’re notified about and how you receive those notifications.
When setting up a custom alert, you can choose the specific conditions that trigger it (such as a low balance or a transaction over a certain amount), as well as how you’d like to be notified—whether by text, email, or push notification. These conditions vary depending on the type of alert you select.
Once created, alerts take effect immediately and remain active until you choose to modify or turn them off.
Common types of alerts include:
- Balance alerts –Low balance alerts can help you avoid overdrafts or maintain balances to qualify for rewards. High balance alerts can help you identify when you might wan to transfer or invest money.
- Transaction alerts –Get alerts when deposits, purchases or withdrawals post to your account.
- Loan alerts- Get alerts when a payment is due, has been paid or when any loan activity occurs.
You do not need to be logged in to receive the alert. Secure messages and email alerts are sent immediately when they are generated. You can choose to receive alerts in any of these ways:
- Secure message (in online banking and the mobile banking app)
- Email
- Text message
TIPS:
- To receive text or email alerts, you must enroll to receive messages from the system. Under the Alerts menu, select Contact Options and edit or add your contact information.
- If you miss an email alert, check your junk email folder. If your alert was delivered there, configure your mail settings to allow messages from our email address.
To create an alert
- Log into your online banking
- On the home screen above the list of accounts, select Manage Alerts
- Select Alert Options to customize what alerts you would like to receive
- Under Contact Options, customize how you would like to receive the alerts
Setting up alerts is a quick way to stay in control of your account and spot unusual activity early.