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Online Banking Tip of the Day: Create an Alert for Transactions at a Particular Store

October 2, 2013

Did you know in the Online Banking Center you can create an alert for transactions at a particular store?  If there is a store that you want to keep track of purchases at, this is a nice way to be notified when transactions to that store post to your account.
How:  From the ‘Preferences’ menu, select ‘Alert Options’.  From the toolbar, click ‘Add Alert’ and from the drop-down list, select ‘New History Alert’ to open a pop-up window. Under ‘Alert Criteria’, choose an ‘Account’, select ‘Description’ for the ‘Field’, and then enter a ‘Description’.  In order for the alert to be triggered a transaction’s description must contain what you enter.  Select a ‘Notification Frequency’, either every occurrence or only the first occurrence.  The ‘Notification Preferences’ area allows you to choose the ‘Type’ of alert you want to receive; either email, call, or text.  Alerts are always sent to your secure online banking mailbox.  When finished, press ‘OK’.

Related Tips:
Create an Alert for When a Check Posts
Sort the Alerts You Have Created
Add an Available Balance Alert for an Account

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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Online Banking Tip of the Day