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36 Online Transaction Alerts Different types of transactions can occur in your accounts. By creating Transaction Alerts, you can be notified when various transf

45 • External Transfer after adding and verifying external accounts : Move money after linking your external accounts. • Person To Person Transfer : Move...

138 Debts Overview The debts tool helps you quickly pay down debt, ultimately saving you money spent on interest without making big budget cuts or sacrifices. W

76 Merchant Alerts Customize alerts based on merchant types. 2 1 3 1. Tap the Merchant Types tab. 2. Use the toggle to enable or disable merchant alerts. 3. Tap

61 Debit Card Controls Debit Card Controls Overview The Banner Bank Debit Card Controls service makes it easy to control and monitor when, where and how your de

58 Debit Card Controls Debit Card Controls Overview The Banner Bank Debit Card Controls service makes it easy to control and monitor when, where and how your de

144 Services Credit Card Access your Banner Bank credit card information and recent activity from a single screen. You can also download statements and make pay

120 Bill Payment Deleting a Category You can delete a category at anytime. This is helpful if you need no longer need a category. 1 2 3 4 In the Bill Pay tab, c

153 Settings Themes We want your Online Banking to match your personality and feel comfortable, which is why you can customize your theme. Once selected, these

14 Forgot Login ID 1 2 3 4 5 1. Click Unlock/Forgot Login ID from the sign in page on bannerbank.com or the mobile app. 2. Click the Forgot Login ID tab. 3. Ent

52 Using Filters What appears on the Activity Center can be customized using various filters. You can also choose up to six columns to display, so you can swift

78 5 6 8 7 5. Select the Domestic State or International County Destination you will be traveling to. (Up to fifteen destinations may be added.) 6. Select the d

35 History Alerts If you are ever concerned about amount limits or pending checks, you can create History Alerts to contact you when a check number posts or tra

74 Transaction Type Alerts Customize alerts based on transaction types. 2 1 3 1. Tap the Transaction Types tab. 2. Use the toggle to enable or disable transacti

149 Services Change Address for All Accounts Complete the form to change your address information for all accounts with Banner Bank. 3 1 2 In the Services tab,

75 Location Alerts Customize alerts based on locations. 1 2 3 4b 4a 4c 1. Tap the Locations tab. 2. Tap the “Locations” toggle to enable or disable...

72 Transaction Types Determine which transaction types are allowed. 4 5 3 1 2 Log in to our Banner Bank Mobile Banking app. Tap the Debit Card Controls tab. 1.

145 Services TruRewards TruRewards is our own loyalty program to provide our cardholders with a range of redemption options, including cash back either applied

31 Enabling Face ID Face ID is a feature which utilizes facial recognition to allow you to unlock your iOS device using your face instead of a login ID and pass

13 Getting Started Unlock/Forgot Login ID If you mistype your password too many times and get your Login ID locked or if you don’t remember your Login ID,...

8 Settings Account Preferences ............................................................................................... 152 Themes.......................

123 Spending Overview The spending tool helps you stay on top of your expenses and ensures transactions are properly organized. Your spending habits are organiz

152 Settings Account Preferences The Home page and your accounts should appear in a way that is fitting for you. The names of accounts, order in which they appe

22 Home Page Account Grouping You can organize your internal and linked accounts into groups, so the Home page appears in a way that makes sense to you. These g

103 Bill Payment Editing a Payee You can make changes to an existing payee at any time. This is especially beneficial if a payee’s account number or contact...

84 Debit Card Controls Report Card Lost/Stolen When you tap the Report Card Lost/Stolen option, your card will be turned off to prevent unauthorized purchases.

86 Quick Bill Pay Bill Pay Overview Sending payments to companies and individuals has never been easier! Bill Payment with Banner Bank helps you stay on top of

63 To Activate a Card 1 2 3 4 1. Tap the Activate Card button. 2. Enter the card’s expiration date. 3. Enter the card’s security code (CVC2/CVV2). 4. Tap...

141 Creating Your Own Cash Event 1 3 2 4b 4c 4a 4d 4a Click the Cash Flow tab from the Home page . 1. Click the + Add an Event button to add a cash event. 2. Cl

59 Transactions Statements, Notices, Taxes The electronic statements feature is a great virtual filing system for your account statements, notices and tax docum

71 Debit Card Controls Alerts Set preferences for which transactions we notify you about based on dollar amount, merchant type, transaction type or location. 3

68 Card on File The card on file list helps you keep track of merchants where you have stored your card in their files for convenient one-time purchases. The re

127 Splitting a Transaction PFM offers the ability to split one transaction to represent multiple categories. For example, if a shopping trip needs splitting in

5 Security Alerts Overview ............................................................................................40 Edit Delivery Preferences.............

133 Managing Budgets You can also add new budgets if needed. 1 2 3 4 Click the Budget tab from the Home page . 1. Click the “+ Add New Budget” link to edit...

77 Transaction Type Alerts Customize alerts based on transaction types. 2 1 3 1. Tap the Transaction Types tab. 2. Use the toggle to enable or disable transacti

50 Transactions Banner P2P If you have a friend or relative that also banks through Banner Bank, Person To Person Transfer allows you to send them immediate mon

94 Bill Payment Rush Delivery If you need to send a payment faster and if your payee has the Rush Delivery option, you can process your payment faster than the

43 Security Sending a Secure Message Starting a new conversation through Online Banking is just as effortless as sending an email. Unlike an email, you can safe

118 Bill Payment Categories You can divide your payees into categories to better organize your transactions. 1 2 3 4 In the Bill Pay tab, click Bill Payment or

107 7 8 10 9 11 12 7. Enter the payee’s phone number, address and city. 8. Choose the payee’s state using the drop-down. 9. Enter the payee’s zip code....

28 Secure Delivery Banner Bank verifies your identity using Secure Access Codes (SACs), which are numbered codes that are sent to you by email, phone or text. W

132 Editing or Deleting a Budget After clicking the Auto-Generate button, a budget based on your spending habits is calculated. The automated budget may not alw

99 Bill Payment Canceling Payments You can cancel a payment even after you schedule it. This convenient feature gives you the freedom to change the way you make

56 Creating or Deleting Custom Views Using Favorites After applying specific filters, you can save that view of the Activity Center to Favorites, making it easi

24 Home Page Outstanding Bill Payments When Payments process, they are displayed in the Outstanding Bill Payments Widget that is located on the right rail of On

54 Transactions Activity Center Overview All transactions initiated through Online Banking or through our mobile app appear in the Activity Center. You can view

51 Transactions Activity Center Overview All transactions initiated through Online Banking or through our mobile app appear in the Activity Center. You can view

111 Bill Payment Canceling Payments You can cancel a payment even after you schedule it. This convenient feature gives you the freedom to change the way you mak

27 Change Login ID You can also change your login ID at any time. To ensure that you create an effective login ID, create an ID that you will remember and that

121 Personal Financial Management Initial Setup Setting up financial goals for yourself is just as important as establishing a budget. As you move closer to you

83 Bill Payment Payments Overview Bill Pay allows you to stay on top of your monthly finances. Having your bills linked to your bank account enables you to elec

113 Edit a Manual Account 11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 1d 2d 3d 4d 11a 12a 13a 14 10 11 12 13 14

19 are sorted. A. On the Home page, you can click on an account name to view the Account Details screen. B. The current and available balances of that account d

49 5 5. Click the Submit button. Transactions: Loan Payments

4 Table of Contents Getting Started New User Enrollment ...................................................................................................9 Log

7 Editing an Account ................................................................................................... 114 Deleting an Account ...............

124 Edit a Manual Account 1 2 1. Click the icon and click “Edit account.” 2. Make changes to the account and click the Save button. Personal Financial...

66 Debit Card Controls Card Details View Digital Card You can click on the View Digital Card option to view your full card number, expiration date and CVV when

98 Bill Payment Creating a Payee: Company The information printed on your bill is all you need to set up a company as a payee. When creating your payee, there a

136 5 6a 6b 6c 6d 5. Select a new category from the list. 6. Add a sub-category. a. Select the arrow to choose a sub-category. b. Select a sub-category from the

40 Security Security Alerts Overview We want you to feel confident while using Online Banking. To help you feel safe and in control, Security Alerts are impleme

46 Transactions Funds Transfer When you need to make a one-time or recurring transfer between your Banner Bank accounts, you can use the Funds Transfer feature.

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112 Bill Payment Setting Up eBills Within online bill pay, major credit card companies, automotive finance companies and utility companies have been loaded into

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29 Security Mobile Security Preferences Within Banner Bank’s Online Banking app, you have the ability to set up security preferences that are not available...

32 Enabling Passcode Authentication Create a unique passode within our Online Banking app to quickly and easily sign in to your Online Banking on the go! 1 4 3

48 Transactions Loan Payments Complete a loan payment within a few quick steps. 1 2 3 4 In the Transactions tab, click Loan Payments . 1. Select the debit and c

92 Quick Bill Pay Paying Multiple Bills You can schedule different payments for multiple payees at the same time, so you can pay all your bills in one go! 2 1 3

102 Part 3 of 3: Keyword (Email Only) and One-Time Activation Code There is an additional step if you’re paying a person via email transfer: Establishing a...

139 Services Chat With Virtual Assistant Chat, you can contact us 24/7 to answer most of your questions. Live agents are also available to chat 7 a.m. to 6 p.m.

143 Settings Financial Tools Financial Tools help you easily manage your money, including your accounts at other financial institutions, within Banner’s...

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115 Bill Payment Deleting an Account If an account is no longer needed or you have a new account you can easily delete the account, but it does not erase data f

18 Home Page Account Details Overview Selecting a Banner Bank account on the Home page takes you to the Account Details page, where you can view every transacti

60 Snapshot Deposit Deposit Check With our mobile app on your Android or iOS device, you can deposit checks into your Online Banking account by taking a photo o

126 Categorizing Transactions In order for our Personal Financial Management tools to work properly, make sure your transactions are correctly categorized. When

25 Security Security Preferences We take security very seriously at Banner Bank. Because of this, we have added various tools to help you better protect your ac

96 Bill Payment Recurring Payments Our Recurring Payments feature keeps you ahead of your repeating payments. Setting up a recurring payment takes only a few mo

100 Bill Payment Setting Up eBills Within online bill pay, major credit card companies, automotive finance companies and utility companies have been loaded into

16 A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate drop-dow

6 75 Alerts ............................................................................................................................74 Location Alerts......

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15 Home Page Home Page Overview After logging in, you are taken directly to the Home page. This page is divided into three convenient sections to help you navig

33 Disabling Passcode Authentication, Touch ID/Face ID or Fingerprint Login You can disable Passcode Authenticaiton, Touch ID/Face ID or Fingerprint Login if yo

122 Linking an Account Before you can begin setting up your financial goals, you need to link all your accounts, items you own and debts. 1 2 3 4 Link an accoun

154 Settings Accessibility We want to provide online banking that is usable and accessible to everyone. High contrast mode lightens the menu on the left hand si

73 Spend Limits For each of your Banner Bank cards, you can set transaction limits to control the amounts you spend. 4 5 1 2 3 Log in to our Banner Bank Mobile

137 Trends Overview The trends tool gives you a chart of your spending habits in each category compared to your income. With the help of trends, you can easily

41 Get CoBrowse Code When receiving support from a Banner Bank representative over the phone, you can choose to allow our representative to view your online ban

117 Bill Payment Editing Alerts Setting up an alert within your online bill pay can help you make sure all of your bills get paid on time. You can set up alerts

110 Bill Payment Skipping Payments You can skip a payment even after you schedule it. This convenient feature gives you the freedom to change the way you make y

125 Delete a Manual Account 1 2 1. Click the icon and click “Delete account.” 2. Click the Delete button. Personal Financial Management: Manual Accounts

106 Bill Payment Rush Delivery If you need to send a payment faster and if your payee has the Rush Delivery option, you can process your payment faster than the

130 Budgets Overview A budget helps you manage your money based on how much you earn and spend. Our budget tool eliminates guess work and helps you make an accu