Managing balance alerts
These steps outline the processes for adding and managing balance alerts.
- Select the end-user profile avatar from the main Banno Online menu.
- Select Settings.
- In the Accounts area, select the primary financial institution that has the account you want to manage transaction alerts for.
- Select the desired account.
-
In the Alerts and cards section, select the
Balance tab.
-
Choose a
situation and follow the corresponding steps.
Situation Steps Add an alert - In the Balance section, select + Add alert.
- Select Over or Under, and then input a dollar amount.
- In the Notify by field, select Email, Text, or In-app message.
- Select Add alert to save the alert.
Edit an existing alert - In the Balance section, select Edit next to an existing alert.
- Change the options as desired, and then select Save to save the changes.
Delete an existing alert - In the Balance alerts section, select edit next to an existing alert.
- Select
Delete to delete the alert.
Parent topic: Alerts and cards