What is the Alerts service? 

Stay informed and in control of your balances, transactions and user activity with instant email alerts. All available alerts, including any applicable fees, are listed below:  
 

Account Information alerts  

• Balances (free): Monitor your account balances with custom alerts. Select the accounts and balance changes you’re interested in.  
• Transactions ($1/alert): Review your account transactions with custom alerts. Specify which accounts and transaction amounts you want to be notified about.

How to set up Account Information alerts 

ACH alerts (U.S.) 

• Pending Payments ($1/alert): Get a reminder when ACH payments are waiting for your approval. Select which payments you want to receive alerts for. 
• Pending Templates ($1/alert): Receive an alert when ACH templates are waiting for your approval. Specify which templates you want to be notified about. 

How to create ACH alerts

Administration alerts (free)

You can receive any of these free alerts by email and text message. 

• PCA modifications: Receive an alert when someone makes changes to a Primary Customer Administrator (PCA) profile. 
• Admin modifications: Get notified when someone creates or changes an Administrator profile. 
• User modifications: Receive an alert when someone creates or changes a user profile.  
• Admin or User Groups modifications: Receive an alert when someone creates or changes an Admin group or User group. 
• Password reset: Get notified when a user resets their password. 
• Fraud Prevention Contact modifications: Receive an alert when someone adds or removes fraud contacts. 
• 2-step verification registration: Receive an alert when a user sets up 2-step verification.  
• Pending approval: Get notified when users are waiting for your approval.   
• Locked users: Receive an alert when users have been locked.   

How to customize Administration Alerts  

Electronic Funds Transfer (EFT) alerts (Canada) 

• Payments File Uploaded ($1/alert): Get notified when your EFT payments files have been uploaded. 
• Returned/Rejected Payment (free): Find out when your EFT payments have been returned or rejected. 
• Payments Being Processed ($1/alert): Receive a notification when we’re processing your EFT payments files. 
• Payments Processed ($1/alert): Get notified when we finished processing your EFT payments files. 

How to create EFT alerts  

File Transfer Facility (FTF) alerts 

• Rejected Files (free): Get alerted if your uploaded files can't be processed. 
• Received Files & Reports (free): Find out when new files and reports become available. Select which files or reports you’re interested in. 

How to create FTF alerts 

Wire Payment alerts 

• Wire Payments Pending Approval ($1/alert): Get a reminder when a wire payment is waiting for your approval. Simply pick which funding accounts you want to monitor. 
• Outgoing Wire Payments ($1/alert): Track your outgoing wire payments. Decide which funding accounts you want to receive alerts for. 

How to create Wire Payment alerts 

Your alerts will be sent to the email address in your Online Banking for Business user profile, so please make sure it’s correct. Here’s how to check:  

1. In Online Banking for Business, select the Administration tab.  
2. Under “Settings”, select My Profile.  
3. Under “Contact Information” scroll down to the “Email” field.  

If your email address needs to be updated, please contact your administrator.