Photo by Jeffrey Newcomer. partridgebrookreflections.com

Settings

Alerts

Online and Mobile Banking allow you to set Date Alerts, Account Alerts, History Alerts, and Transaction Alerts.

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
  • Transactions Alerts
  • Security Alerts

Delivery methods may include:

  • Secure Message Only
  • Email
  • Phone
  • SMS/Text Message

If you miss an alert, 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. The Alerts page appears.

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

  3. Click or tap an alert type that triggers the alert.

  4. Enter a message, then click or tap Set.

  5. Select one of the following 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 SMS to send the alert as a text (SMS) message.

      • Click or tap the SMS country.

      • Enter the phone number.

      • Enter the time to send the message, then select the Agree to Terms check box.

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

  7. Click or tap Save.

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

Tip: If you miss the alert call, our alert system will leave a message on voice mail. If you did not receive a phone call, check your message mailbox under the Messages menu to confirm receipt. If there is no alert in the secure mailbox, confirm that the alert is enabled.


Account Preferences

You can use the Account Preferences page to configure the following:

  • The display name for each account
  • The account order on the Home page
  • (Optional) Text banking settings

To configure an account display name or nickname

  • In the Navigation menu, click or tap Settings > Account Preferences. The Account Preferences page appears.
  • Locate the account that you want to assign a display name. Click or tap on the pencil icon () next to the current Online Display Name. Enter a name in the Display Name field and click or tap on the check mark to accept your changes.

 


Security Preferences

In addition to having the ability to change your password within Settings > Security Preferences you can also change your Login ID and update where you can receive a Secure Access Code.

Within the Secure Delivery Option you can add a new email address, new phone number, and new text number to receive your Secure Access Codes.

 

Tip: If you are using the SBW Mobile App you will see two additional options listed within Security Preferences.  The Touch ID/ Fringerprint Login and the Passcode Login.  You can only turn these options On or Off within the SBW Mobile App.


Themes

A theme changes the background image, the colors, and the fonts in online banking and the mobile banking app.

To change the selected theme

  • In the Navigation menu, click or tap Settings > Themes. The Themes page appears.
  • Click or tap the theme that you want to use. The theme changes immediately across all of your supported devices.