Several commonly asked questions about the Online Banking Home Page are presented below as jump links and should help get you up to speed using this page. Scroll through the topics or use the links below to get the information you need most.
What is the Online Banking Home Page?
What's on the Online Banking Home Page?
Can I copy and paste transactions into a spreadsheet?
Can I do a browser search on the Home Page?
How can I get to other pages in Internet Banking from the Home Page?
Where can I check my account balances?
Where can I find when my CD or Certificate Account matures?
Where can I find my transactions?
How do I hide or show my accounts?
How can I make a one-time transfer using Move Money?
How do I make a loan payment using Move Money?
How long does it take for transfers to display?
Where can I find my detailed account history?
Where can I find my full account number?
Where can I see my check images?
How do I print out my transactions and check images?
How do I create or change nicknames for my accounts?
How do I change the order of my accounts?
The Online Banking Home Page helps you do your everyday money management tasks quickly and easily all in one place. In fact, we've brought together the tools needed to perform your most common daily tasks without ever leaving the page. You can easily:
So instead of switching between Account Summary, Account History, Transfer Funds and other pages, you can take action right there on one page to complete several basic functions. We hope you will think of it as your money management control panel.
NOTE: If you do not have any accounts set up in online banking yet, the page will just display the message, "You do not currently have any accounts."
The Online Banking Home Page contains task-specific areas that are usually found individually on several different pages within Internet Banking: Account Summary, Account History and Transfer Funds. NOTE: If you do not have any accounts set up in online banking yet, the page will just display the message, "You do not currently have any accounts."
This is where you can see all of your accounts and balances in a glance without having to scroll. In the upper-right portion of My Accounts you will find the Make a transfer icon and link that enables you to make a one-time funds transfer between your accounts and much more. To view the most recent activity for any account, click the Quick Peek link. Clicking Quick Peek opens a new window that shows the most recent transactions or payment activity for the account along with links to Make a Transfer and Go to account history.
Just select the Make a transfer button to make a one-time transfer between your accounts. You may also be able to transfer funds to make a loan payment, if that option is available. If there are any restrictions on the number of transfers allowed per month or any transfer fees applied, it will be indicated in a message displayed below the To or From field (or both).
Selecting the Make a transfer button opens the Move Money window above the My Accounts list. Just enter the amount, select the transfer To and From accounts, then click the Transfer button and confirm the transfer details and you're done. Transactions now post quickly when you complete a transfer. This means that we will automatically refresh the page (to get the new account balances) when you close the transfers success window.
NOTE: If you are making a loan payment, additional fields may be available to enter the required information. Click here to learn more about making a loan payment. If available, additional transfer options may be found within the main Internet Banking pages.
You can use your standard menu and submenu selections to navigate around Internet Banking like you do now. However, each section of the Online Banking Home Page has a link that will take you to other pages within Internet Banking that may help you do things that are not currently available on the page.
Yes you can copy data from the transaction list and paste it into standard spreadsheets like Excel. Just highlight and copy the data you want (e.g., date, description or amount) from Quick Peek and paste it into a row of the spreadsheet.
Yes, you can use Control + F to do a simple browser search for an amount, date, payee name, etc. within Quick Peek. For example, just open the browser search field (Ctl F) enter the payee name and click the Next button.
The My Accounts section in the upper left area has all of your accounts categorized by type (Deposit, Savings, Loans, etc.) with the current balance and available balance for each account. Within each category group the accounts are listed in alphabetical order by name – either the original account name or the account nickname that you assigned.
Your first Deposit account is displayed at the top of the list and shows the balance and available balance. The Total Accounts value is displayed at the bottom of each account section.
If available with your online services, you will be able to see the maturity date of your CD or Certificate Account in the account bar without having to access the account details. If the maturity date is available, it is displayed as “Matures on MM/DD/YYYY.”
Clicking Quick Peek opens a new window that shows the balance and available balance along with the most recent transactions or payment activity for that account. High transaction volume accounts (like Checking) will show 5 days of account activity. Low volume accounts (like loans) will show 30 days of account activity. You will also find helpful links to Make a Transfer and Go to account history at the bottom of the window.
Just click the X button on the top right or anywhere outside of the window to close it. Clicking the account name or the Go to account history link opens the Account History Page for that account.
For all loan accounts you will see the balance, next payment amount, a Pay now link (to make the loan payment), interest paid for the current and previous years, recent payments made, and a link to the account history page. Clicking the Pay now link will open the Move money window so you can complete the payment.
It couldn't be easier. Just click on the arrow icon that's located to the right of the account category name to hide all of the accounts for that category. Simply click on the arrow icon again to redisplay the accounts.
In the upper right portion of the My Accounts section you will see the Make a Transfer button. Clicking the button opens the Move Money window. Select the From and To accounts, enter the transfer amount, then click the Transfer button. If it applies, the number of transfers available and number of transfers used for the month will be displayed below the account field.
When you click the Transfer button you will get a message asking you to confirm the funds transfer, as seen in the example below.
When you click the Make Transfer button a transfer complete window will display with all of the relevant transfer details and the option to Make another transfer or Print the transfer details. Transactions will post immediately when you complete the transfer.
This means that we will automatically refresh the page (to get new account balances) when you close the transfers success window shown below. NOTE: If an issue should occur during the transfer process, an error message will instruct you what to do next.
To make a loan payment using Move Money:
Transfers made on the Online Banking Home Page will display quickly in the My Accounts list and the Account History Page transactions list if it's supported. This means that we will automatically refresh the page (to get new account balances) once a user closes the transfers success window.
Just click the account name link that you want to open the Account History Page. The page will open with transaction details for your default date range. Or you can click on the Go to account history link in the Quick Peek window to directly access the Account History Page.
If we do not mask account numbers, you can go to the account you want and click the account name link to open the Account History Page. Click the See account details link in the account summary window in the upper right-hand part of the screen. If it's available and not masked, your full account number will be listed with other relevant account details.
When you are finished just click the Hide account details link to collapse the extra information. (NOTE: Your account number can also be found at the bottom of a physical check. It's the last 7-10 numbers on the right side.)
First go to the My Accounts area and find the account you're looking for. Click the account name link for that account to open the Account History Page. The check will display as a link, typically with the check number. Simply click the link to view images of the front and back of the check. Click the Close button at the bottom of the window when you are finished.
First go to the My Accounts area and find the account you're looking for. Click the account name link for that account to open the Account History Page.
Print Transactions: Make sure the date range is what you want (e.g., 30 days) or select a different date range using the Change drop-down list. Click the Print icon or link to open a separate window showing the transactions in a printer friendly format. Select a printer, if needed, and click the Print button to send the transaction list to the printer.
Print Check Images: In the Account History Page, open the account that you want and then click the check link that you want to print. With the check images displayed, click the Print icon or link. Select a printer, if needed, then click the Print button to send the check images to the printer.