Security
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Security

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Article summary

In the Security tab of Settings, users can set up custom alerts, view security alerts, or configure two-factor authentication. To access Security, from the name menu, select Settings, then select the Security tab.

Transaction & Balance Alerts

Select New Alert to create an alert based on specific account conditions, such as account balances or transactions.

Note: Transaction alerts only apply to posted transactions, not pending transactions.


On the page that appears, you can choose to receive an email or text as the Alert Type. Text alerts display in the following format:

[INSTITUTION NAME] Alert: [TRANSACTION DESCRIPTION] for [TRANSACTION AMOUNT].


Select an Account, or for alerts about all accounts, leave the Account field blank. Enter an amount or balance range for the alert. For alerts about any amount or balance, leave Amount or Resulting Balance blank. 

Enter a keyword to alert on posted transactions for that word. If tags were added to specific transactions, you can add an alert for those tags by entering them as keywords. For more information, go to Transaction Details.

Select Save to finish.

The new alert appears under Active alerts. Select Remove to delete the alert.

Security Alerts

In this section, view the conditions for receiving security-related email notifications. These cannot be disabled. When your password is changed, we also send a text alert. The change password text alert displays in the following format:

Alert: Your [INSTITUTION NAME] password has been updated. If you didn't initiate this change, please contact us immediately at [PHONE].



Two-factor Authentication

Two-factor authentication is an extra layer of security where a trusted device is used to ensure that only you are accessing your account, even if someone else knows your password. For more information on this setting, including using recovery codes, go to Two-factor Authentication.



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Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
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