Working with card protection options

Use these instructions to understand the process end users go through to manage card protection features in Banno Mobile.

  1. From the main menu, select Accounts, or find the Accounts section of the dashboard.
  2. Select an account, and then select Manage cards.
  3. Select a card, and then select Alerts and protection.
  4. Choose a situation and follow the corresponding steps.
    Situation Steps
    Setting up notifications for all transactions
    1. Find the Notify me on all transactions toggle in the Protections section.
    2. Select the toggle to turn it on.
    Setting up location-based protections
    1. Select Locations.
    2. Select whether you would like to block international transactions or if you'd like to receive a notification when there are any international transactions.
    3. Select Save.
    Setting up merchant-based protections
    1. Select Merchant types.
    2. For each category of merchant, choose whether to block transactions or to have a notification sent when a transaction is made.
    3. Select Save.
    Setting up transaction-type protections
    1. Select Transaction types.
    2. For each transaction type, choose whether to block transactions or to have a notification sent when a transaction is made.
    3. Select Save.
    Setting spending limits
    1. Select Spending limits.
    2. Complete the fields as desired to set transaction spending limits and alerts.
    3. Complete the fields as desired to set monthly spending limits and alerts.
    4. Select Save.
Parent topic: Card alerts and protection