How to set up an Account Alert

Setting up Account Alerts will ensure you receive a notification for a large dollar transaction, low balance, or other important activity.

Step-by-Step Visual Guide

In this example, we are setting an alert for deposits over $599. You can also set alerts for withdrawals and balances. Alerts are set per account. 

Step 1: Click on the Account you would like to set an Alert for. 

Step 2: Click Alert preferences

Step 3: Click on Transaction (for this example, setting up a deposit Alert)

Step 4: Click Add alert

Step 5: Complete the screen, including transaction type, dollar amount, and notification preferences. When finished, click the Add alert button at the bottom of the screen.

Step 6: Verify the Alert preference is set up as you intended.

Step 7 (if needed): If you decide you want to remove or change the Alert, click 'Edit' to the right of the Alert in the illustration above. Then you can either make changes to the Alert and Save or click the trash can symbol to Delete.