Managing balance alerts

These steps outline the processes for adding and managing balance alerts.

  1. Select the end-user profile avatar from the main Banno Online menu.
  2. Select Settings.
  3. In the Accounts area, select the primary financial institution that has the account you want to manage transaction alerts for.
  4. Select the desired account.
  5. In the Alerts and cards section, select the Balance tab.

    Balance tab in the Alerts and cards section

  6. Choose a situation and follow the corresponding steps.
    Situation Steps
    Add an alert
    1. In the Balance section, select + Add alert.
    2. Select Over or Under, and then input a dollar amount.
    3. In the Notify by field, select Email, Text, or In-app message.
    4. Select Add alert to save the alert.
    Edit an existing alert
    1. In the Balance section, select Edit next to an existing alert.
    2. Change the options as desired, and then select Save to save the changes.
    Delete an existing alert
    1. In the Balance alerts section, select edit next to an existing alert.
    2. Select Delete to delete the alert.
Parent topic: Alerts and cards