The Home page menu tabs provide access to:
Alerts– view current alerts and modify preferences.
Mobile Banking– register or edit your mobile device. This menu tab appears only for users who use mobile banking in addition to online banking.
Messages– access the Message Center, where you can view and send messages.
User Profile– update personal information and change your password and password information.
Preferences– set preferences concerning content, alerts, system timeout, session activity time, and searches.
Home Page: Working with Portals
The Home Page gives you access to a variety of customizable portlets
which allow you to see an overview of various events and statuses in your
accounts. It also gives you access to such conveniences as calculators,
a search bar, weather reports, and links to news and financial advice.
Notes: Click the X on any of the
portlets on the page to remove the portlet from view. Click the ? Help
icon on any portlet for access to Online Help for that function.Press
the Information icon to show or hide the Global Messages box. The Global
Messages box displays messages from the bank to all users.
Customizing a Portal Page
Across the top bar are a list of icons which allow you to:
The Add Portlets function allows you to select and add the portlets
you would like to have on your Portal Page.
See Add Portals.
Select your Page Layout preference
The Page Layout function allows you to view your portal page in either
one or two columns.
See Page Layout.
The Portal Pages function allows you to load and delete portal pages
from a list of your saved pages.
See Portal Pages.
Save changes you’ve made to your Portal Page
The Save Page function allows you to save, update, or reset the changes
you've made on a portal page. You can also give your page a custom name,
and choose a page to set as your default Home page.
See Save Page.
Reset changes made to your Page
The Reset to Previous button will allow you to revert the changes you have made on your portal page to the previously saved settings.
Press the Reset to Previous button to revert changes.
A window will pop up and ask you if you wish to proceed.
Press Continue if you wish to reset your page.
Press Cancel to go back to your page without resetting your changes.
The following portlets are available to you:
The Consolidated Balances Summary portlet displays a chart with the
balance of your Deposit Accounts, Asset Accounts, Loans, and Credit Card.
See Using the Consolidated
Balances Summary portlet.
The Cash Flow Summary portlet allows you to display important information
about your accounts.
See Using the Cash Flow Summary
portlet.
Positive Pay Exception Summary
The Positive Pay Exception Summary portlet display’s questionable check’s
which have been written against your account.
See Using the Positive Pay Exception
Summary portlet.
Lockbox Deposit Availability Summary
The Lockbox Deposit Availability Summary displays a summary of your lockbox information.
Controlled Disbursements by Presentment
The Controlled Disbursements by Presentment portlet allows you to view information about disbursements made against your accounts. The information is displayed by presentment.
See Using the Controlled Disbursements by Presentment portlet.
Controlled Disbursements by Account
The Controlled Disbursements by Account portlet allows you to view information about disbursements made against your accounts. The information is displayed by account.
The Favorite Accounts portlet allows you to track important accounts and display their statistics in a chart or table.
The Internet Search portlet allows you to search the Internet directly
from your portlet page using the Google search engine.
See Using the Internet Search portlet.
The Financial Advice portlet displays links to financial advice on Auto,
Personal Finances, Home Mortgage, and Investments.
See Using the Financial Advice portlet.
Business, Headline and Sports News
The News portlets allow you to see links to current news on your portal page.
The Stock Portfolio portlet will track changes in your favorite stocks
and display them on your portal page.
See Using the Stock Portfolio portlet.
The Weather portlet displays the five day weather forecast for the cities
you select.
See Using the Weather portlet.
The Calculators portlet allows you to select from a wide range of financial
calculators to display on your portal page.
See Using the Calculators portlet.
The Today's Markets portlet allows you to display market index statistics
on your portal page.
See Using the Today's Market portlet.