To utilize or make changes to your Money Management please follow the steps listed below:
Money Management tips for Online banking
- To manage external accounts showing in Money Management
- click on Accounts on the left
- Click Manage in the upper right hand corner and select the financial necessary
- Once the individual accounts are showing, click on the account to make changes including hiding and marking as closed
- To manage alerts that are being received on external accounts,
- Click on the gear icon in the upper left hand corner
- Click on Accounts
- Toggle the notifications on/off as needed
- To report an issue or getting assistance with Money Management
- Click on the gear icon in the upper left corner
- Click Help
- Select the topic you need assistance with, or click Request Support to send an email to Money Management
- To update email and/or phone number for notifications
- Click on the gear icon in the upper left corner
- In the Notifications tab, enter the new email/mobile number
- Click Save