Managing alerts

Security alerts inform you when a security-related event occurs. Some security alerts are required. In the list of security alerts, required alerts are dimmed. You can enable or disable optional security alerts. The available security alert types vary, depending on your account type.

When an enabled alert is triggered, we send a security alert message. Security alerts are always sent as secure messages, but you can add additional delivery methods. When a security alert is triggered, the alert is sent to all the configured delivery methods.

When you create an alert, it takes effect immediately and stays in effect until you disable or delete it. You can set an alert to occur immediately. Alert types may vary according to your settings and may include:

• Date alerts
• Account alerts
• History alerts
• Insufficient funds alerts
• Transaction alerts

Delivery methods may include:

• Secure message
• Email
• Phone
• SMS/Text message
• Push (if you have the mobile app)

If you miss an alert delivered by email, you may need to change settings or double-check the Messages inbox. If you don't see an email alert, check your junk email folder. If your alert was delivered there, configure your mail settings to allow messages from our email address.

To create an alert

1. In the navigation menu, click or tap Settings > Alerts

2. In the New Alert drop-down list, click or tap the alert type that you want to create

3. Click or tap an alert type

4. Enter the required information to set up the alert

5. (Optional) Select the Recurs Every Year check box to create a recurring date alert

6. Click or tap Message, then enter a message. Click or tap Set

7. (Optional) Click or tap Delivery Method. Select an option from the Select a delivery method drop-down list:

   — Click or tap Secure Message Only to send the alert as a Secure Message. The alert is sent immediately when it is generated. You must be logged in to read the alert

   — Click or tap Email to send the alert as an email. Enter the email address where you want to send the alert. The alert is sent immediately when it is generated

   — Click or tap Phone to send the alert as a telephone call

   ▪ Click or tap the country from the Country drop-down list, then enter the phone number to call
   ▪ Enter the time to call. You can set this to occur immediately

   — Click or tap Text Message to send the alert as a text (SMS) message

   ▪ Click or tap the country
   ▪ Enter the phone number
   ▪ Enter the time to send the message, then select the Agree to Terms check box

8. (Optional) Select the Every Occurrence check box to repeat the alert every time that the trigger occurs

   Note:  When you select Every Occurrence, a Transaction alert is sent every time the conditions match.

9. Click or tap Save

   Note:  The Save button remains inactive until all required information is entered.

10. In the success message, click or tap Close. The new alert appears on the Alerts page

You can use the Alerts page to edit an existing alert. Any changes take effect immediately.

To edit an alert

1. In the navigation menu, click or tap Settings > Alerts
2. Click or tap the type of alert that you want to edit
3. Click or tap Edit for the account you want to edit
4. Make desired changes to the alert settings
5. (Optional) For SMS alerts, you must select the Agree To Terms check box before saving
6. Click or tap Save
7. Click or tap Close on the Save Alert message

You can use the Alerts page to temporarily disable an existing alert and later enable it again.

To enable or disable an existing alert

1. In the navigation menu, click or tap Settings > Alerts
2. Click or tap the type of alert that you want to disable or enable
3. On the Alerts page, locate the existing alert, then do one of the following in the Enabled column:
   — Click or tap Off to disable the alert
   — Click or tap On to enable the alert
4. When the Save Alert page appears, click or tap Close

You can use the Alerts page to delete an alert that you no longer need. Deleting an alert removes it immediately and permanently.

To delete an alert

1. In the navigation menu, click or tap Settings > Alerts
2. Click or tap the type of alert that you want to delete
3. Click or tap Edit. The Edit Alert page appears
4. Click or tap Delete
5. When prompted, click or tap Confirm to delete the alert
6. When the deletion is complete, a message appears. Click or tap Close

Security alerts inform you immediately when a security-related event occurs, such as a failed password attempt. Some security alerts are required. In the list of security alerts, required alerts are dimmed. You can enable or disable optional security alerts. The available security alert types vary, depending on your account type.

Use the Alerts page to configure security alerts. Alert preferences only affect the security alerts.

To enable or disable optional security alerts

1. In the navigation menu, click or tap Settings > Alerts
2. Click or tap Security Alerts. The list of available alerts appears
3. Do one of the following:
   — To enable an alert, click or tap On
   — To disable an alert, click or tap Off
4. On the Save Alert page, click or tap Close to return to the Alerts page

To edit security alert delivery preferences

1. In the navigation menu, click or tap Settings > Alerts
2. Click or tap Security Alerts
3. Click or tap Edit Delivery Preferences. The Delivery Preferences page appears
4. Enter the E-mail Address, Phone Number, or SMS Text Number where you want to receive security alerts. Do at least one of the following:
   — In the E-mail Address field, enter the email address to receive security alerts
   — In the Phone Number area, select the destination from the Country drop-down list and enter the phone number and extension to call in the Area Code and Phone Number fields
   — In the SMS Text Number area, select the destination country from the Country drop-down list, and enter the phone number to send the message to in the Area Code and Phone Number fields
5. On the Delivery Preferences page, click or tap Save