Add/Edit an Alert

This section allows you to view and edit email alerts. An email alert is a notification sent to a specified email address that tells you that an event has taken place. Events that can be tracked include:

• When an account balance goes above or below a certain amount
• A reminder message to be sent at a certain time

To create a Reminder Alert

1. Select "Reminder Alert".
2. Click "Add Subscription".
3. Enter the text of the message you would like to send.
4. Click the calendar icon beneath the message. Select the date on which you would like the reminder to be sent.
5. Click the clock icon. Select the time at which you would like the reminder to be sent.
6. Choose the phone number(s) to which the alert will be sent.
7. Choose the email address(es) to which the alert will be sent.
8. Click "Submit". You will then see a message: "Your alert was created successfully."

To create a Balance Alert

1. Select "Balance Alert".
2. Click "Add Subscription".
3. Select the account on which the alert will be active.
4. Choose whether the alert should be triggered off of the available balance or the actual balance.
5. Choose whether the alert will be triggered when the balance is greater than, equal to, or less than the threshold amount.
6. Enter the balance threshold amount.
7. Choose the phone number(s) to which the alert will be sent.
8. Choose the email address(es) to which the alert will be sent.
9. Click "Submit". You will then see a message: "Your alert was created successfully."

To create a Check Cleared Alert

1. Select "Check Cleared Alert".
2. Click "Add Subscription".
3. Select the account on which the alert will be active.
4. Enter the check number.
5. Choose the phone number(s) to which the alert will be sent.
6. Choose the email address(es) to which the alert will be sent.
7. Click "Submit". You will then see a message: "Your alert was created successfully."

To create a Daily Balance Alert

1. Select "Daily Balance Alert".
2. Click "Add Subscription".
3. Select the account on which the alert will be active.
4. Choose whether the alert should be triggered off of the available balance or the actual balance.
5. Select the time at which to send the alert.
6. Choose the phone number(s) to which the alert will be sent.
7. Choose the email address(es) to which the alert will be sent.
8. Click "Submit". You will then see a message: "Your alert was created successfully."

To create a Loan Due Alert

1. Select "Loan Due Alert".
2. Click "Add Subscription".
3. Select the loan account on which the alert will be active.
4. Select one or all of the below options:
   1. Select the number of days before the loan payment is due to send an alert.
   2. Select "Send me an alert when the loan payment is past due" to send an alert after the loan payment due date.
   3. Select the frequency (in days) at which to send a reminder for the loan payment due.
5. Choose the phone number(s) to which the alert will be sent.
6. Choose the email address(es) to which the alert will be sent.
7. Click "Submit". You will then see a message: "Your alert was created successfully."

To create a Maturity Alert

1. Select "Maturity Alert".
2. Click "Add Subscription".
3. Select the account on which the alert will be active.
4. Select one or all of the below options:
   1. Select the number of days before the account reaches maturity to send an alert.
   2. Select "Send me an alert when the account reaches maturity" to send an alert after the account reaches maturity.
   3. Select the frequency (in days) at which to send a reminder for the account that reaches maturity.
5. Choose the phone number(s) to which the alert will be sent.
6. Choose the email address(es) to which the alert will be sent.
7. Click "Submit". You will then see a message: "Your alert was created successfully."

To create a Transaction Alert

1. Select "Transaction Alert".
2. Click "Add Subscription".
3. Select the account on which the alert will be active.
4. Select the transaction type for which the alert will be sent.
5. Select whether to send an alert for a transaction of any amount or for specific amounts (more than and/or less than).
6. Choose the phone number(s) to which the alert will be sent.
7. Choose the email address(es) to which the alert will be sent.
8. Click "Submit". You will then see a message: "Your alert was created successfully."

To create a Secure Messaging Alert

1. Select "Secure Messaging Alert".
2. Click "Add Subscription".
3. Select the phone number(s) to which the alert will be sent.
4. Choose the email address(es) to which the alert will be sent.
5. Click "Submit". You will then see a message: "Your alert was created successfully."

To add / edit an email address

1. Select any one of the alerts.
2. Click the link "Add / Edit Email". You will see a list of the email addresses available to use.
3. To remove an email address: Click the Delete icon next to the email address. A prompt will appear asking "Are you sure you want to delete the destination address?" Click "OK".
4. To edit an email address: Click the Edit icon next to the email address. A text box with the specified email address will appear. Edit the address, and then choose whether or not the address supports HTML by clicking the checkbox. Click "Update Email". A prompt will appear asking "Are you sure you want to update the address?". All existing subscriptions with this address will change to the updated address. Click "OK".
5. To add an email address: Click "Add Email". A text box will appear. Enter the destination address. Choose whether or not the address supports HTML by clicking the checkbox. Click "Save Email".
6. Click "Back" to return to the alert screen. Click "Cancel" to go back to the first Alerts page.