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The Alerts page is used to set up notifications that let you know when
certain events happen. There are four types of alerts:
·
Account Alert: Account
Alerts are account-based
alerts that trigger based on changes to your account details.
·
Date Alert: Date Alerts
are date-based alerts that offer a convenient reminder of important dates or
events.
·
History Alert: History
Alerts are processed transaction alerts that trigger based on historical
transaction details.
·
Transaction Alert:
Transaction Alerts are transaction-based alerts that trigger based on the
type of online transactions.
Alerts can be delivered to you in the following ways:
- Secure Message Notification – an alert will always be delivered to your secure mailbox
under the Services>Messages menu. In the case that you fail to
receive an email or text message, you can always confirm and review your
alerts in your secure mailbox.
- Email Notification
– an email notification will be sent when your alert triggers.
- Text Message Notification (if applicable) – a text
message will be sent to your mobile device. Note: You may be charged for
text messages depending on your mobile plan.
Adding New Account Alerts
To create a new account alert, follow these steps:
- From the Preferences>Alerts page, click on the ‘Add
Alert’ drop-down and select the type of alert you want to create. You
will see a pop-up page to create the new alert.
- Select the appropriate alert criteria including the notification
frequency. If you choose to be notified only on the first occurrence,
the alert will become inactive after the first trigger. If you choose to
be notified every time, you will receive notification EVERY DAY the
alert is triggered.
- Select your notification preference. If you choose to be
notified via text or email, there will be a secure message sent to your
online mailbox.
- Click ‘OK’. You will see your alert on the
Preferences>Alerts page.
Editing Account Alerts
To edit an existing account alert, follow these steps:
- From the Preferences>Alerts page, select the alert you
want to edit, and click on the magnifying glass icon; or, double-click
on the grid. You will see a pop-up page to create the new alert.
- You can edit the parameters of the alert, and then click
‘OK’.
- If you want to disable the alert, you can uncheck the
‘Enable this Alert’ checkbox which will render the alert inactive
without deleting the alert. The alert will still be displayed on the
Preferences>Alert page, but with an ‘Inactive’ status.
Deleting Account Alerts
To delete an existing account alert, follow these steps:
- From the Preferences>Alert page, select the alert you
want to delete, then click on the ‘X’ icon on
the menu bar. You will be asked to confirm the deletion and the alert
will no longer appear on the Preferences>Alerts page.
Managing Account Alerts
Date alerts are managed just like account alerts, but with fewer settings. To
create a date alert, follow these steps:
- Enter the ‘Date’ you want to be alerted.
- Select a ‘Category’ from the drop-down list.
- Add an optional ‘Note’ – this can be used to better
describe the alert if the ‘Category’ is insufficient.
- Select your notification preferences.
Date alerts are edited and deleted the same
way as account alerts.
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A: When triggered, secure message and email alerts are delivered immediately
after all of our transactions have been processed. Text message alerts are
delivered at the time you select on any day that the alert is triggered.
A: No, alerts are triggered at processing time each day. For example, if an
alert value is triggered during the day on Monday, the alert is generated
during our processing cycle Monday night. A secure message or email will be
sent immediately after processing, while a text message will be sent at the
time you selected on Tuesday.
A: If you believe you did not receive an alert email, please check your
message mailbox under the Services>Messages menu to confirm receipt. If
you received your secure message, but not your email, check your Junk email
folder first. If your alert is delivered as junk mail, configure your junk
mail settings to allow email from our email address. If there is not an alert
in your online secure mailbox, it was not sent. Confirm that the alert is
enabled. If you still believe you did not receive an alert, please contact
us.
NOTE: Email and text message alerts are a convenience and should not be used
to manage critical account details or appointments, as they are not 100%
reliable delivery channels. If triggered, secure messages within the online
banking system are very reliable, as they are sent within the online system.
A: Yes, you can edit an alert and uncheck the ‘Enable this alert’ checkbox to
render the alert inactive.
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