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4 Tips to Personalize Your Online Banking Account

First Alliance Credit Union

First Alliance Credit Union About The Author

Jul 27, 2017 1:43:46 PM

Our newly upgraded Online Banking system comes with lots of excellent new features! We know how important it is for your personal finances to feel, well, personal! Here we share a few quick tips to help you customize your new Online Banking experience!  

To ensure you know how to use the newest features and feel comfortable navigating the updated system we have put together this series of blog posts to highlight them and offer a few tips.

Nickname Your Accounts:

If you haven’t nicknamed your accounts yet, your account probably shows up looking generic, like "REGULAR SHARE-01". If you have multiple savings accounts or car loans, or are connected to other member accounts (like your kids) this can quickly get confusing, plus it’s just kind of boring to look at. So have some fun with your accounts and give them a nickname! Here’s how:

First Alliance Credit Union | Online Banking | Nickname Your Accounts
Step 1: Go to “Settings”
Step 2: Click on “Accounts”
Step 3: Click on the account you want to nickname
Step 4: Name the account something meaningful to you, like “My Super Awesome Savings”
Step 5: Click “Save”

Giving your accounts a nickname is a quick and easy way to personalize your Online Banking experience. Plus, you can change the name at any time!

Hide Accounts:

If you have several accounts, you may not want to see all of them every time you login to Online Banking. To keep your “Accounts” view clean and organized so you can see your most important accounts you can “hide” and “unhide” accounts in real-time by follow these simple steps:HideAccountsScreen-1.png

Step 1: Go to “Settings”
Step 2: Click on “Accounts”
Step 3: Click on the account you want to hide (or unhide)
Step 4: Check (or uncheck) the box next to “Hide Account”
Step 5: Click “Save”

Keep in mind, when you choose to hide an account, it will no longer show up on the Accounts screen or in the list of accounts you can transfer to or from.  If at any time you do need to make a transfer or want to see a hidden account again, simply repeat the steps listed above. 

Account Alerts:

Setting up account alerts is a great way to personalize your Online Banking experience, while also keeping you on top of your finances!  Accounts alerts can be set up to notify you of a variety of account activities such as account balances or transactions that fall above or below the limits you set. First Alliance Credit Union | Online Banking | Account AlertsFor example, if you tend to overdraw your account it may be helpful to add an account alert to notify you when you only have $50 left in your checking account. Setting up account alerts is simple, here’s how: 

Step 1: Go to “Settings”
Step 2: Click on “Security and Alerts”
Step 3: Click on “Alerts”
Step 4: Complete the fields and click “Review”
Step 5: Review the details of the Alert and click “Save Alert”

Bonus Tip: Account alerts can be sent to you via email or your mobile phone! 

Tile View vs List View:

When you first logged into the newly upgraded Online Banking your Account screen presented in what’s called “Tile View”. But we know that not everyone wants to view their accounts this way, which is why there is the option to switch that to “List View,” where your accounts are listed in a table style format. 

First Alliance Credit Union | Online Banking | Tile vs List View

To change views simple click on the Tile and List View icons (pictured above) on the right hand side of your Account screen. However, if you switch to List View, you will no longer have the Drag and Drop Transfer option.

Summary:

These are a few of our favorite ways to personalize your First Alliance Credit Union Online Banking experience. Hopefully, these helpful tips will make your Online Banking experience even better. If you need any help using these features do not hesitate to contact us!

Here's More Tips for Using the New Online Banking Features:

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