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Account Overview will provide you with a quick view of your accounts
and balances. Here you can make a quick transfer between accounts,
view pending transactions and even check your secure messages.
Begin by choosing
Overview
from the
Accounts
menu.
1 | Click any of the menu items to expand or collapse each drop-down item.
2 | If you have any unread Secure Messages, it will be indicated here.
3 | Hover over the Quick Action Icon next to your account to view a
variety of standard options.
View History:
A quick link to the history of that account.
Account Inquiry:
Send us a secure email about the account.
Account Details:
View the details of that account.
Pending Items:
Displays transactions that are currently pending
for this account.
Transfer From:
A quick transfer from that account.
Transfer To:
A quick transfer to that account.
Print:
Print the transaction history of that account.
4 | If any of your account names are shown in green (shown above in red) with an
asterisk, there is at least one pending transaction in that account.
