User Help

Accounts Summary Activity Transaction Download View Statements Pay Bills Transfers Zelle® Internal Transfers Pending Funds Transfers Transfer History External Transfer Toggle Pay Now Pay Later Unwind Link Your Checking Account Customer Service Account Management Place a Stop Payment Order Checks or Deposit Tickets Make a Payment to your Credit Card Pay your Healthcare Financing Account Sign up for Bill Pay Manage AutoPay Sign up for AutoPay Manage my Cards SmartSave Round Up Sign up for the Special Connections Feature Manage the Special Connections Feature Travel Notification Order Account Archive Remove a Stop Payment / View History Sign up to Access Additional Account History Statement & Overdraft/Insufficient Funds Notice Options View Statements View Tax Forms My Profile Update Email Address Update Mailing Address Update Phone Number Add / Edit Account Nicknames Update Password / Customer ID Enhanced Security Settings Update Security Questions / Answers Customize My Favorites View & Manage Alerts Sign up for Alerts Manage Alerts Account Documents Deposit Agreement & Disclosures Online Banking Terms and Conditions Request Copy of Cardholder Agreement Message Center Read Messages Send Us a Message Contact Us Open a New Account Transaction Download Transaction Download allows you to create a file of your transactions so that you can import it into financial management software or spreadsheets. To download transaction information, use the dropdown list to select the account Enter the date range of transaction information or select the "From" and "To" calendar icons to choose the date range Use the dropdown list to select a “Download To” type (Money (.OFX), QuickBooks (.QBO), Quicken (.QFX) or Comma Separated (.CSV)) Click "Download" Click "Open" to immediately download or click "Save" to save the file to import at a later date Your software help section will tell you how to import the data