Settings and Notifications

Settings and Notifications allows personalization of the treasury management experience.

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PROFILE & PREFERENCES

Profile & Preferences:

  1. Click the icon dropdown menu in the top right corner of your online account, then select Profile & Preferences.
  1. Under User Information, your Name and Login ID are displayed. This is where you can update or edit your Email or Phone Number(s) .
  1. Under Security Preferences you can change your password and two-factor authentication method by clicking Security and Password Settings.

    You can also select how your account numbers are displayed within your online profile.

  2. Click Save after establishing  your My Profile settings. 

NOTIFICATION SETUP

Notification Setup:

  1. Click the icon dropdown menu in the top right corner of your online account, then select Notification Setup.

  2. Complete the required information under Notification Preferences and then expand the category or categories to set up additional notifications.

  3. Activate the notification(s) by toggling the switch from grey (off) to blue (on), then select the method of delivery. Click Submit.

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