Working with card protection options

You can set up notifications and spending limits for cards. You can also set protections based on location, merchant, and transaction type.

  1. Find the Accounts section of the dashboard, or select Accounts from the main Banno Online menu.
  2. Select an account, and then select a card in the Card management section.
    The Card management screen appears.
  3. 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 would 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 protections