Text Alerts in Business Online Banking

Business Online Banking
You can set up text alerts in Business Online Banking to notify you of a variety of account activity such as: balance and activity alerts, pending ACH approvals, wire transactions, positive pay reminders and more! To get started, you must first enable a mobile phone for text alerts in your contact preferences. 
 

Enabling a Mobile Phone for Text Alerts

To get started, select Administration and then Self Administration. 


On the Self Administration page, select Personal Preferences
mobile alerts in business online banking

Then, select the Edit icon in the lower right-hand corner of the panel.
manage alerts business online banking

Check the box under Mobile that says Use with Alerts and click the Update button.
manage alerts business online banking
*Note: If your number is not labeled as mobile, please contact support at 844-638-6724


Managing Text Alerts in Business Online Banking

Once you have enabled a mobile phone for text, you can specify which account and service you would like to get alerts for. 

To begin, select Administration and then Communications.
manage alerts business online banking


On the Communications page, select Manage Alerts
business online banking manage alerts

On the Manage Alerts screen you will find a variety of alerts available for set up including account specific alerts, non-account alerts, multiple account alerts, and even custom alerts. The steps below outline the setup of an account specific alert. 

Select the account you would like to receive alerts for in the drop-down menu, then select the edit icon from each alert type below. On the expanded panel, click the box next to your mobile phone number and select ‘Save’ to make the change.


business online banking manage alerts

Repeat these steps for each alert you'd like to enable for text. 

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Your mobile carrier's web access and text messaging charges may apply. All terms applicable to Online Banking apply to Mobile Banking.

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