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Frequently Asked Question

How do I setup account alerts to my email address?

Category:  All  ›  Online Banking  ›  General Questions
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Using Online Banking you can add, manage or delete email alerts for the following:

  • Account balance levels are greater or less than a certain amount
  • A specific check number clears an account
  • A maturity date is coming or has come due.

Here's how:

  1. Login to Online Banking 
  2. Go to the Additional Services menu and select Mobile Banking & Alerts
  3. Go to the section labeled Email Alerts & Notifications
  4. Within the Email Alerts & Notifications section you can add, manage or delete your email alerts.

If you have no notification alerts currently setup, then the "Express Setup" screen will appear. From the "Express Setup" page, you can quickly check off the "Balance Notification" you want to setup, select the specific account to be notified on and select the threshold balance.

You may also create "Check Cleared" and "Maturity Date" notifications from the 'Express Setup" page using the "Add Notification" drop-down list and "Add" button.

After you have set up at least one notification, you will see the "Notifications Summary" screen, which will display a brief summary of your current notification(s). From this screen you will be able to add, manage or delete notifications or you can return to the "Express Setup" page by clicking "Notifications Using Express Setup".

To Create a balance notification using the "Express Setup" screen:

  1. Click the checkbox for the type of balance notification: Balance is less than or Greater than the specified amount.
  2. Enter the threshold amount in the amount field corresponding to your selection.
  3. Verify your Email address or enter a new address where you want the notification sent.
  4. Click Submit to process your notification request. The Notifications Summary screen appears.

Add a Balance Notification:

  1. Click the "Add Notification" drop-down list and select Balance. Click Add, the Notification Add screen appears.
  2. Select the account to be monitored from the drop-down list.
  3. Select the appropriate Comparison terms in the Comparison field, (e.g., less than or greater than).
  4. Enter the threshold amount according to the value set in the Comparison field,( i.e., Greater Than 12500.00). Do not enter any commas or alphabetic characters in the Balance field.
  5. In the Email To field, enter the Email address to which the notification will be sent.
  6. Enter the Email text message that you will receive. For example, your message may read like this: "Your savings account balance has dropped below $500.00." Note: The Email Subject Notification is set at "Balance" so you will know which type of notification is being sent.
  7. When the information entered is complete, click Save Notification. Your notification information will now appear in the Notifications Summary, or you may click Clear to reset all fields and start over.

Add a Check Cleared Notification:

  1. Click the Add Notification drop-down list and select Check Cleared. Click Add. The Add Check Cleared screen appears.
  2. Select the account to be monitored from the drop-down list.
  3. Enter the check number you wish to be notified about in the Check Number field.
  4. In the Email To field, enter the Email address to which the notification will be sent.
  5. Enter the Email text message that you will receive. For example, your message may read like this: "Check 101 has cleared your money market checking account."
  6. When you have completed the information, click Save Notification. Your notification information will now appear on the Notification Summary screen or you may also click Clear to reset all fields and start over.

Add a Maturity Date Notification:

  1. Click the Add Notification drop-down list and selected Maturity Date. The Add Maturity Date Notification screen appears.
  2. Select the account to be monitored from the drop-down list.
  3. Enter the number of days prior to maturity you wish to be notified in the Send Notification field.
  4. In the Email To field, enter the Email address to which the notification will be sent.
  5. Enter the E-mail text message that you will receive. For example, your message may read like this: "Your CD maturity is about to expire."
  6. When the information is complete, click the Save Notification button. Your notification information will now appear on the Notification Summary screen, or you may click Clear to reset all fields and start over.

Manage a Notification:

  1. From the Notification Summary screen, click the Edit link next to the notification that you want to edit. The Edit Notification screen will appear with the current notification information displayed.
  2. Select the field or drop-down menu for editing, then proceed with adding or modifying the field.
  3. When completed, click Save Notification to save your changes.

Delete a Notification:

  1. From the Notification Summary screen, click the Delete link next to the notification that you want to delete.
  2. The Delete Notification screen will appear with the current notification information displayed.
  3. Click Delete to complete the deletion, or;
  4. Click Cancel to abort this deletion and return to the Notification Summary screen.

Important Note: An Email notification message will be sent to you for each account activity notification you request. For example, if you request notification that a check has cleared, you will receive an Email message once that check has cleared. After receiving this Email, we recommend deleting the notification request using the "Deleting a Notification" procedure. If you do not delete the notification request, you will continue to receive Email messages daily that this same check has cleared. Once this request is deleted, no further Email messages will be sent.

Last Update: Jul 25, 2014
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All information provided through this site is intended to be accurate. However, there may be inaccuracies from time to time which we will make every attempt to correct immediately. Information provided is intended to assist you in making decisions and does not eliminate the need to discuss your particular circumstances with a qualified professional.

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency
Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.
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