Sample Email and Text Alerts
Custom Alerts
Checking/Savings High Balance
You will receive an alert if your checking/savings balance is greater than the set dollar ($) amount.
Delivery Type: Email
Email Alert Email:
Delivery Type: Text
Text Alert Example:
54182
Checking/Savings Low Balance
Low Balance is based off of the posted balance of the account. You will receive an alert if your checking/savings balance is less than the set dollar ($) amount.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Checking/Savings Pending ACH
You will receive an alert if you have pending ACH items on your checking/savings account.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Checking/Savings Available Balance
You will receive an alert at the selected frequency, displaying your checking/savings account balance. The frequency can be set weekly, monthly, or annually.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Checking/Savings Check Cleared
You will receive an alert when the specific check clears your account displaying the check number.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Checking/Savings Deposit
You will receive an alert if your checking/savings account has a posted deposit greater than the set dollar ($) amount.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Checking/Savings Debit
You will receive an alert if your checking/savings account has a posted debit greater than the set dollar ($) amount.
Delivery Type: Email
Email Alert Example:
Deliver Type: Text
Text Alert Example:
54182
Checking/Savings NSF Items Today
You will receive an alert of all NSF items to your checking/savings account for that day.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Checking/Savings Online Transfer
You will receive an alert of all online transfers made to your checking/savings account for that day.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Checking/Savings Stop Payment
You will receive an alert when a stop payment has been submitted on your checking/savings account.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Checking Savings Failed Transaction
You will receive an alert when there is a failed transaction on your checking/savings account.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
CD/IRA CD Maturing
You will receive an alert displaying how many days until your CD/IRA matures.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
CD/IRA High Balance
You will receive an alert if your CD/IRA balance is greater than the set dollar ($) amount.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
CD/IRA Low Balance
You will receive an alert if your CD/IRA balance is less than the set dollar ($) amount.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
CD/IRA Current Balance
You will receive an alert on the set day of the week, displaying your current CD/IRA account balance. The frequency can be set weekly, monthly, or annually.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Loan Payment Due
You will receive an alert that your loan payment is due in the set number of days.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Loan High Balance
You will receive an alert if your loan balance is greater than the set dollar ($) amount.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Loan Low Balance
You will receive an alert if your loan balance is less than the set dollar ($) amount.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Loan Pending ACH
Loan Current Balance
You will receive an alert on the set day of the week, displaying your current loan balance. The frequency can be set by weekly, monthly, or annually.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Loan Online Payment
You will receive an alert that an online payment was made to your loan account that day.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Loan Failed Transaction
You will receive an alert when there is a failed transaction on your loan account.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Login
Cash Manager
ACH Batch Approved
You will receive an alert that an ACH batch has been approved
Alerts will still be sent under the following conditions:
- If the amount of the batch changes
- If the amount of the batch changes when using the Edit All Amounts feature
- If the batch is changed from unapproved to approved
- If you have the “Show Details” option checked for your Alerts Settings and if the approved batch meets the alert requirements, another alert will be sent when the following fields are changed. The system will also consider deletion of details when determining whether to send alerts.
- Batch Name
- Company
- Effective Date
- Batch Debits
- Batch Credits
- Batch Last Edited By (Approved By)
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
ACH Batch Processed
You will receive an alert that an ACH batch has been processed by your financial institution.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
ACH Batch Approval Requested
You will receive an alert that a scheduled batch with an offset account and at least one entry is awaiting approval.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Positive Pay Exception
You will receive an alert that you have positive pay exceptions items for that day.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Wire Transfer Approved
You will receive an alert that a wire transfer has been approved.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Sample:
54182
Wire Transfer Being Processed
You will receive an alert that a wire transfer is being processed for an amount greater than the specified amount.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Wire Transfer Deleted by User
You will receive an alert that a wire transfer has been deleted by the user.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Wire Transfer Deleted by Bank
You will receive an alert that a wire transfer has been deleted by the financial institution.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Wire Transfer Rejected by User
You will receive an alert that a wire transfer has been rejected by the user.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Wire Transfer Rejected by Bank
You will receive an alert that a wire transfer was rejected by the financial institution.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Wire Transfer Submitted
You will receive an alert that a wire transfer has been submitted.
Delivery Type: Email
Email Alert Example:
Delivery Type: Text
Text Alert Example:
54182
Security Alerts
All Security Alerts
Under Settings >> Alerts, you can configure which alerts to receive. Text alerts must be configured for your bank and also for your device.
Click the + button on My Alerts:
Select Security as the alert option:
Enter the required information:
Select the applicable Alert Type:
54182
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