We are committed to helping you get the most out of your digital banking experience. In addition to an enhanced responsive look and feel, the new release includes updated features and functionality across the platform.
Edit transfers simplifies the process of modifying the most frequently used transactions in online banking — funds transfers. You will now be able to edit single and recurring transfers if both of the following are true:
Previously, to modify a transfer you had to copy the existing transaction, make changes, and then cancel the previous transaction to accomplish this goal. With the Edit transfers enhancement, you can edit internal and external transfers for future-dated, one-time transfers, single instances of a recurring transfer, as well as the master of a recurring series. The internal transfers edit function also supports loan payments made on the standard Funds Transfer page.
For individual transfers, the following can be changed. All the transfer’s current information is pre-populated on the screen as a starting point.
For recurring transfers, the following can be changed. All the transfer series’ current information is pre-populated on the screen as a starting point.
Note: Currently, funds transfers are the only type of generated transactions that can be edited.
Enhancements to frequency and start date are also included. You can now select any start date from the current date forward; the system will determine the next available transfer date that matches the user’s specified criteria and generate the first transaction of the series accordingly.
Note: One-time transfer will still present a restricted calendar that prevents you from selecting a date which is not supported.
To support the decoupling of start date and frequency, a day of the week selection has been added when "Weekly" or "Every other week" options are chosen. "Forever (until I cancel)" is the first option presented and is set as the default when any frequency other than one-time is selected.
The Manual accounts feature within CPFM (Contextual Personal Financial Management) allows you to add additional accounts and assets to your banking Home page. You can manually add accounts to help build a complete picture of your financial portfolio in a single, convenient location. This feature is especially helpful if you would like your Net Worth widget within CPFM to include other assets, such as your house or car.
You can add, edit or delete Manual accounts on your Home page.
