Introducing the new Overview Page
A variety of new functions will be available through the new Account Overview Page.
Customize Your View of Account Balances
Get a quick snapshot of your Account Balances on the Overview page.
- In the Account Balances section, click Edit to begin customizing
- You determine which accounts appear on the Overview page, and the order in which
- Select up to 12 accounts for display on the page
Create transfers using the Quick Transfer display.
- Initiate wire or internal transfers using the Quick Transfers section
- Create and submit transfers using existing templates
Launch the Bill Pay Application Quickly
With Quick Launch, get to your Bill Pay module without having to navigate through
Stay on top of your finances with the new Transactions display.
- View Current Statement recent transaction history and access check images (if applicable)
- Extended and Elite plans will feature the ability to view current-day transactions and balances
Review pending and upcoming transfers in the Transactions section
- View your upcoming transfers directly from the Upcoming tab
- Review transactions pending approval directly from the Review tab
Find out more about upcoming changes with these tools: