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Online Banking Tip of the Day: Create a Birthday Alert

August 19, 2014
Did you know in the Online Banking Center you can create an alert for someone’s birthday?  This feature will make sure you don’t forget their special day this year and every year to come.
How:  From the ‘Preferences’ menu, select ‘Alert Options’.  From the toolbar, click ‘Add Alert’ and from the drop-down list, select ‘New Date Alert’ to open a pop-up window.  Under ‘Alert Criteria’, select the ‘Month’ and the ‘Day’, and then for the ‘Category’ choose ‘Birthday’.  The ‘Note’ field is not required, but useful to help remind you of details for a date alert, such as whose birthday it is.  Next select the radio button next to ‘Notify me annually’, complete your ‘Notification Preferences’ and press ‘OK’.  Repeat the steps if you want to receive the notification at additional email addresses and/or phone or text numbers.

Related Tips:
View a List of the Alerts you have Created
Disable an Alert you Added
Add an Alert to be Notified of a Low Checking Balance
Create an Alert for ChexMate Overdraft Protection

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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