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Settings

How To Organize Your Dashboard​

You can rearrange or hide Dashboard panels to personalize the app:

  1. Select the menu icon.
  2. Select Settings
  3. Select Organize Dashboard.
  4. On the right of each tile, hold and drag it to reorder.
  5. To hide a panel from the Dashboard, tap the switch.

How To Secure the App​

To add an extra layer of protection, you can lock the app with a 4-digit code or your fingerprint. If you activate these features the code must be entered or you must use your fingerprint any time you open the app.

To secure your app with a 4-digit code:

  1. Select the slider.
  2. Enter a code.
  3. Re-enter the code to confirm, then select Save.
  4. Select the slider again to turn off the app lock.
  5. Select Disable to confirm you’d like to turn it off.

If you want to change this code you can:

  1. Select Change to the right of the slider.
  2. Enter and then re-enter the new code.
  3. Select Save.

You can also secure your app with a fingerprint.

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The fingerprint option is only available if you’ve already stored a fingerprint on your device. To use the fingerprint method, you’ll have to set up a 4-digit code too. That way, it’s still possible to get into the app if the fingerprint reader fails, if your fingerprint changes, or if it’s deleted from the device.

To secure your app with a fingerprint:

  1. Select the fingerprint authentication slider.
  2. Select Enable to acknowledge that anyone with a fingerprint stored on the device will have access to your data.
  3. Follow the steps listed above for adding a 4-digit code.

How To Enable Notifications​

When something important happens with your finances, like you have a large debit or exceed a budget, the app will let you know so you can stay on top of it. Make sure you’ve provided your email address and mobile phone number in your profile so that notifications work.

You can be notified when:

  • You’re projected to exceed a budget
  • When you exceed a budget
  • When you have a payment due
  • When your have a low account balance
  • When you make a large deposit
  • When you have a large expense or withdrawal
  • When a fee is charged
  • When you have a foreign transaction

Notifications appear as red dots on the bell-shaped icon. Select the icon to read them.

You can also set up the app to notify you of important events when you aren’t using the app, through email, text messages, or push notifications.

To enable notifications:

  1. In Notifications, turn a notification on or off by selecting the slider.
  2. When a notification is on, select Edit.
  3. Choose a notification method: email, text, or push.
  4. Select Edit Email & Phone in Profile Settings to update your email or phone number if needed.
  5. For some notifications, such as the low account balance notification, each account you’ve connected to the app can have its own notification settings. Select a checkbox to turn notifications on or off for a particular account.
  6. Choose the dollar amount at which you’d like the notification to trigger, if applicable.

How To Change the Size of Text​

  1. Go to Settings.
  2. Select Text.
  3. Choose a text size: default, bigger, biggest. A preview will display to help you pick.

How To Change the App's Theme​

  1. Select Settings.
  2. Select Theme.
  3. Select an option. A preview will display to help you pick.

How To Find the Nearest ATM or Branch Office​

To make sure the feature works properly, you’ll need to enable your phone’s location services.

After you've done that, you can:

  1. Select Locations. A map will appear with your location at the center. Nearby branches or ATMs will be shown with a map marker. The app will show you branches, ATMs, and partner branches by default.
  2. Select [Bank name] Locations to show only branch locations.
  3. Select No Fee ATMs to exclude walk-in branches and show only ATMs that don’t require a fee.
  4. Select Partner Branches to show only these locations.

If you don’t see a location, you may need to zoom in or move the map around:

  • To zoom in, either use your thumb and forefinger, or select the plus sign.
  • To zoom out, pinch the screen with your thumb and forefinger, or select the minus sign.
  • To move the map, drag across the screen with one finger.
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