How do I create Account Information Alerts? 

There are two types of Account Information alerts: Balance Alerts and Transaction Alerts.

• Set up Balance Alerts
• Set up Transaction Alerts

Set up Balance Alerts

1. In Online Banking for Business, select the Administration tab.
2. Under “Alerts”, select Account Information Alerts.
3. Select the Balances tab. 
4. Next to the account you want to be notified about set a balance threshold for the alert by choosing an option for “If Available Balance is:” and entering an amount. 
5. At the bottom of the page, select Save Changes.

Set up Transaction Alerts

1. In Online Banking for Business, select the Administration tab.
2. Under “Alerts”, select Account Information Alerts.
3. Select the Transactions tab.
4. Next to the account you want to be notified about, set a transaction threshold for the alert by choosing an option from the “If Transaction Amount is:” field and entering an amount. 
5. By default, all transaction types are included. Here’s how you can select specific transaction types:
   1. Next to the relevant account, in the “Transaction Types” column, select the All link.
   2. Select only the transaction types you want to include.
      Note: You can search for specific transaction types by BAI code or transaction description. For Incoming Wire Payments, select BAI code 195.
   3. Once you’re done, click Add.
7. At the bottom of the page, select Save Changes.

Note: If you have a US-based chequing account (XIM), we can’t send alerts for Total Lockbox Deposits (BAI code 110) and Deposited Item Returned (BAI code 555).