Wouldn't it be great to have a personal assistant that monitors your credit union accounts every day and tells you when certain checks clear, when an account balance is getting too high or too low, or that a Certificate is about to mature? If so, then "Notifications and Alerts" is just what you've been looking for!

The "Notifications and Alerts" option in WebBanking™ will help you prevent potentially embarrassing or costly situations by allowing you to schedule an email to be sent to you when one of your accounts meets the requirements that you define. As you will see below, these are really easy to set up!

How Other Members Use "Notifications and Alerts":

• Prevent embarrassment from using a "maxed out" credit card by receiving a warning that the balance is approaching the limit.
• Head off "bounced" checks and overdraft fees by sending a reminder that a checking account balance is getting too low.
• Receive a notification that they have saved enough money to buy that new computer, take that vacation, or meet some other savings goal.
• Get an email when an auto loan is almost paid off so thay can start shopping for a new car.
• Receive a warning that a Certificate is about to mature so they can put the money in another account that earns higher dividends instead of just taking the "roll-over."
• Be informed when a gift check or bill payment has cleared their account.

How to Set Up "Notifications and Alerts ":

Note: All scheduled alerts are processed at aproximately 8:00 a.m. Eastern Time every day and reflect account status as of that time.

Balance Alerts (Express Set Up)

As an example, the notes in italics will walk you through setting up a notification to let you know when your Checking account balance is below $200.

• Sign into WebBanking™.
• Click on "Notifications and Alerts" from the Options menu on the left-hand side.
• If you have not already set up a Notification, you will see the "Express Setup" screen. If you have set one up, simply click on the "Add New Notifications Using Express Set Up" link.
• Place a check mark in the check box for either "Notification 1: Balance Less Than" or "Notification 2: Balance Greater Than". (In our Checking example above, click in the "Balance Less Than" check box.)
• Choose the account you want to monitor from the "Please select an account..." drop-down box. (In our example, we will select our Checking account.)
• Enter the threshold amount in the appropriate text box beside the option you chose. (In our example, we will enter $200 in the "less than" text box.)
• Enter your email address in the "Email Address" box.
• Click the Submit button.

Balance Alerts (Advanced Set Up)

As an example, the notes in italics will walk you through setting up a notification to let you know when your Visa^® balance is over $2,000.

• Sign into WebBanking.
• Click on "Notifications and Alerts" from the Options menu on the left-hand side.
• From the "Add Notification..." drop-down box choose "Balance" and click the "Add" button
• From the drop-down box, choose the account that you want to monitor. (In our Visa example above, we'll choose our Visa account.)
• Choose if you want to do a "Greater Than" or "Less Than" comparison. If you choose "Greater Than" then you will receive your notification when the account balance is greater than the amount you enter in the next step. If you choose "Less Than" then you will receive your notification when the account balance is less than the amount you enter in the next step. (In our example, we'll choose "Greater Than.")
• Enter the Balance amount that you want to look for. (In our example, we'll enter "$2,000.00.")
• Enter your email address in the "E-mail To" box.
• Enter the text for the email that you want to receive. (In our example, we might enter, "Your Visa balance is over $2,000.")

Checked Cleared Alerts

As an example, the notes in italics will walk you though setting up a notification to let you know when check #1234 clears your Eagle Plus Checking account.

• Sign into WebBanking.
• Click on "Notifications and Alerts" from the Options menu on the left-hand side.
• From the "Add Notification..." drop-down box choose "Check Cleared" and click the "Add" button
• From the drop-down box, choose the account from which you wrote the check that you want to monitor. (In our example above, we'll choose our Eagle Plus Checking account.)
• Enter the check number you want to monitor. (In our example, we will enter 1234.)
• Enter your email address in the "E-mail To" box.
• Enter the text for the email that you want to receive. (In our example, we might enter, "Check #1234 has cleared your account.")

Maturity Date Alerts

As an example, the notes in italics will walk you through setting up a notification to let you know 2 weeks before a Certificate matures.

• Sign into WebBanking.
• Click on "Notifications and Alerts" from the Options menu on the left-hand side.
• From the "Add Notification..." drop-down box choose "Maturity Date" and click the "Add" button
• From the drop-down box choose the account that you want to monitor. (In our example, we might choose our "One Year Certificate.")
• In the "Days to Maturity" box, enter the number of days that you want to be notified before the certificate matures. (In our example, we will enter "14.")
• Enter your email address in the "E-mail To" box.
• Enter the text for the email that you want to receive. (In our example, we might enter, "Your One Year Certificate for $10,000 will mature in two weeks! You need to decide what to do with the money.")

If you have any questions about "Scheduled and Recurring Transfers" please contact us online via Secure Chat, via email at allegacy@allegacyfcu.org, or via phone at 336.774.3400 / 800.782.4670.