Navigate this menu by clicking the links provided and avoid using the right and left arrow keys on your keyboard. The Home page menu tabs provide access to:
Alerts – view current alerts and modify preferences.
Messages – access the Message Center, where you can view and send messages.
Preferences – set preferences concerning content, system timeout, session activity time, and searches.
Home Page: Working with Portals
The Home Page gives you access to a variety of customizable portlets
which allow you to see an overview of various events and statuses
in your accounts. It also gives you access to such conveniences as
calculators, a search bar, weather reports, and links to news and
financial advice.
Notes: Click the X on any
of the portlets on the page to remove the portlet from view. Click
the ? Help icon on any portlet for access
to Online Help for that function. Press
the Information icon to show or hide the Global Messages box. The
Global Messages box displays messages from the bank to all users.
Customizing a Portal Page
Across the top bar are a list of icons which allow you to:
The Add Portlets function allows you to select and add
the portlets you would like to have on your Portal Page.
See Add Portals.
Select your Page Layout preference
The Page Layout function allows you to view your portal
page in either one or two columns.
See Page Layout.
The Portal Pages function allows you to load and delete
portal pages from a list of your saved pages.
See Portal Pages.
Save changes you’ve made to your Portal Page
The Save Page function allows you to save, update, or
reset the changes you've made on a portal page. You can
also give your page a custom name, and choose a page to
set as your default Home page.
See Save Page.
Reset changes made to your Page
The Reset Portal Page will allow you to revert the changes you have made on your portal page to the previously saved settings.
Press the Reset Portal Page button to revert changes.
A window will pop up and ask you if you wish to proceed.
Press Continue if you wish to reset your page.
Press Cancel to go back to your page without resetting your changes.
The following portlets are available to you:
The Consolidated Balances Summary portlet displays a
chart with the balance of your Deposit Accounts, Asset
Accounts, Loans, and Credit Card.
See Using
the Consolidated Balances Summary portlet.
The Cash Flow Summary portlet allows you to display
important information about your accounts.
See Using the Cash
Flow Summary portlet.
Positive Pay Exception Summary
The Positive Pay Exception Summary portlet display’s
questionable check’s which have been written against your
account.
See Using the
Positive Pay Exception Summary portlet.
Lockbox Deposit Availability Summary
The Lockbox Deposit Availability Summary displays a summary of your lockbox information.
Controlled Disbursements by Presentment
The Controlled Disbursements by Presentment portlet allows you to view information about disbursements made against your accounts. The information is displayed by presentment.
See Using the Controlled Disbursements by Presentment portlet.
Controlled Disbursements by Account
The Controlled Disbursements by Account portlet allows you to view information about disbursements made against your accounts. The information is displayed by account.
The Favorite Accounts portlet allows you to track important accounts and display their statistics in a chart or table.
The Internet Search portlet allows you to search the
Internet directly from your portlet page using the Google
search engine.
See Using the Internet
Search portlet.
The Financial Advice portlet displays links to financial
advice on Auto, Personal Finances, Home Mortgage, and
Investments.
See Using the Financial
Advice portlet.
Business, Headline and Sports News
The News portlets allow you to see links to current news on your portal page.
The Stock Portfolio portlet will track changes in your
favorite stocks and display them on your portal page.
See Using the Stock
Portfolio portlet.
The Weather portlet displays the five day weather forecast
for the cities you select.
See Using the Weather
portlet.
The Calculators portlet allows you to select from a
wide range of financial calculators to display on your
portal page.
See Using the Calculators
portlet.
The Today's Markets portlet allows you to display market
index statistics on your portal page.
See Using the Today's
Market portlet.