Change Mobile Preferences
The Change Mobile Preferences page enables you to select the accounts and account features you want to work with when using Mobile Banking.
By default, all accounts to which you have entitlements, and which are available for use with Mobile Banking, are displayed on this page. You can change the display to show only accounts that meet the Account Nickname or Account ID filter criteria.
| Column | Description |
|---|---|
| Account Nickname Account Number | The identifying information for the account in the features grid row |
| Mobile Balances | Indicates if account balances are displayed on a mobile device You must have entitlements to Previous Day Summary or Current Day Summary for balances to be viewable on the mobile device. |
| Mobile Transactions | Indicates if transactions for the account are viewable in mobile banking The transactions you can view are based on entitlements. |
| Mobile Transfers | Indicates whether you can create transfers involving this account from a mobile device |
| Mobile Approvals | Indicates whether you can perform approvals for this account using a mobile device |
| Mobile Positive Pay | Indicates whether you can manage positive pay, reverse positive pay and ACH positive pay—depending on entitlements—for this account using a mobile device. |
Filter Search Results
By default, all accounts are displayed in the Accounts list. You can use the filter to display accounts with similar account IDs or nicknames. For example, you can filter the results to show all accounts with "checking" in the account nickname.
To filter accounts
- In the first filter field, select one of the following:
- Show All – This option is the default. Filters the account on both Account Nickname and Account Number
- Account Nickname – Filters the search based on the Account Nickname
- Account Number – Filters the search based on the Account Number
- In the search field, enter all or part of the account ID or account nickname.
- Click the search icon.
Select Accounts and Features
To access an account using Mobile Banking, you must select the account. To perform tasks for an account, you must select the task as one of your preferences. The Select All button allows you to select all mobile activities for an account or enable all accounts for a mobile activity
To select the account and account tasks
- For each account listed, do the following:
- Select check boxes to enable individual accounts and mobile activities.
- Click the Select All buttons in the Action column to enable all activity for an account. For example, to enable all mobile activity for an account with the nick name Main Checking, in the row for Main Checking, click the Select All button under Action.
- Click the Select All button in the column heading for the mobile activity to enable all accounts in the list for the activity. For example, to enable all accounts that display in the search results for a search on checking, click the Select All button in the Mobile Balances column heading.
- Select the check box for each account you want to access using Mobile Banking
- For each selected account, and account feature you want to enable, such as Mobile Balances, select the relevant check box.
- Click Submit Preferences.
