l "Deposi ti ng a check usi ng Qui ck Acti ons" on page 35
l "Approvi ng a transacti on usi ng Qui ck Acti ons" on page 36
UsingQuick
QuickActions
Actions
Using
In onl i ne banki ng and the mobi l e banki ng app, you can perform Qui ck Acti ons
di rectl y from the Home page. Qui ck Acti ons are an easy way to start common
tasks. Al l of the Qui ck Acti ons that you can perform appear i n the Si debar. The
avai l abl e acti ons vary, dependi ng on how your account i s confi gured. The
exampl e i l l ustrates Qui ck Acti ons i n the Si debar.
Qui ck Acti ons exampl e
C h a p t e r 4 : Q u i ck Act i on s
C h a p t e r 4 : Q u i ck Act i on s
Transferring funds using Quick Actions
Transferringfunds
fundsusing
using Quick Actions
Transferring
Actions
You can use Qui ck Acti ons to transfer funds.
You can use Qui ck Acti ons to transfer funds.
To transfer funds using Quick Actions
To transfer funds using Quick Actions
1. On the Home page, cl i ck or tap Transfer Money Now. The Funds Transfer
1. On
theappears.
Home page, cl i ck or tap Transfer Money Now. The Funds Transfer
page
page appears.
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2. On the Funds Transfer page, do the fol l owi ng:
2. On
Transfer
page,
do the foll ilst,
owisel
ng:
a.the
In Funds
the From
Account
drop-down
ect the account from whi ch
a. In
From
drop-down l i st, sel ect the account from whi ch
youthe
want
to Account
transfer funds.
you
want
to
transfer
funds.
b. In the To Account drop-down l i st, sel ect the account to whi ch you
b. want
In theto
Totransfer
Account
drop-down l i st, sel ect the account to whi ch you
funds.
transferfi el
funds.
c. want
In theto
Amount
d, enter the amount to transfer.
c.
In
the
Amount
fi
el
d, enter
toect
transfer.
d. Cl i ck or tap the Date
fi el d,the
andamount
then sel
the date that you want the
d. Cl
i ck or to
tapoccur.
the Date fi el d, and then sel ect the date that you want the
transfer
transfer to occur.
3. To create a recurri ng transfer, do the fol l owi ng:
h a p tSchedul
e r 4 : Q u i ck
a. Sel ect the Make thi s a recurri ng transfer check box. CThe
e
Recurri ng Transfer wi ndow appears.
Act i on s
3. To create a recurri ng transfer, do the fol l owi ng:
a. Sel ect the Make thi s a recurri ng transfer check box. The Schedul e
Recurri ng Transfer wi ndow appears.
C h a p t e r 4 : Q u i ck Act i on s
To pay a bill using Quick Actions
1. In the Qui ck Acti ons box, cl i ck or tap View Al l Bi l l s Now. The Bi l l Payment
page appears.
b. Sel ect when the transfer shoul d recur.
2. On the Bi l l Payment page, cl i ck or tap the name of the payee that you want
c. Sel ect a date from the cal endar, or cl i ck or tap Repeat Forever .
to pay. The Bi l l Pay page for that payee appears.
d. Cl i ck or tap Save.
4. (Opti onal ) Enter i nformati on about the transfer i n the Memo fi el d.
ect when
theFunds.
transfer shoul d recur.
5. Cl b.
i ck Sel
or tap
Transfer
from
cal endar,transfer,
or cl i ck or
or cltap
Forever
6. Cl c.
i ck Sel
or ect
tap aCldate
ose to
set the
up another
i ck Repeat
or tap Vi
ew i n .
d.
Cl
i
ck
or
tap
Save.
Acti vi ty Center to revi ew the transfer.
4. (Opti onal ) Enter i nformati on about the transfer i n the Memo fi el d.
5. Cl i ck or tap Transfer Funds.
6. Cl i ck or tap Cl ose to set up another transfer, or cl i ck or tap View i n
Acti vi ty Center to revi ew the transfer.
After you enrol l i n Bi l l Pay, you can use Qui ck Acti ons to pay a bi l l to an
exi sti ng payee.
Payingaabill
billusing
using Quick
Quick Actions
Paying
Paying a bill using Quick Actions
“Enrol
l i n Bi
l l Pay”
appears
theons
Quito
ckpay
Actiaons,
have
After youNote:
enrol If
l in
Bi l l Pay,
you
can use
Qui cki nActi
bi l l you
to an
yet enrol l ed. You can cl i ck or tap Enrol l i n Bi l l Pay to enrol l . The
exi sti ng not
payee.
procedure to enrol l i n Bi l l Pay vari es.
C h a p t e r 4 : Q u i ck Act i on s
Note: If “Enrol l i n Bi l l Pay” appears i n the Qui ck Acti ons, you have
See "Enrol
l i ng i enrol
n bi l l l ed.
pay"You
on can
page
i nformati
enrol
l i ng il n. The
bi l l
cl i37
ck for
or tap
Enrol lon
i n about
Bi l l Pay
to enrol
To pay anot
billyet
using Quick
Actions
pay.
procedure to enrol l i n Bi l l Pay vari es.
1. In the Qui ck Acti ons box, cl i ck or tap Vi ew Al l Bi l l s Now. The Bi l l Payment
See "Addi ng a payee" on page 39 for i nformati on about addi ng a new payee.
page appears.
See "Enrol l i ng i n bi l l pay" on page 37 for i nformati on about enrol l i ng i n bi l l
2. On the Bi l l Payment page, cl i ck or tap the name of the payee that you want
pay.
to pay. The Bi l l Pay page for that payee appears.
See
ng Bi
a l payee"
on page
39 fol
forl owi
i nformati
on about addi ng a new payee.
3. "Addi
On the
l Pay page,
do the
ng:
a. Cl i ck or tap From, and cl i ck or tap the account from whi ch you want
to make the payment.
b. In the Amount, speci fy the amount that you want to pay, and cl i ck or
tap Save.
Re t a i l Us e r Gu i d e
c. In the Sel ect a del i very method l i st, cl i ck or tap the del i very method.
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d. In the Sel ect a date cal endar, cl i ck or tap the date to pay the bi l l .
4. Cl i ck or tap Send Payment to schedul e the payment.
5. On the status page, cl i ck or tap Cl ose.
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33
C h a p t e r 4 : Q u i ck Act i on s
Depositing
QuickActions
Actions
Depositing aa check
check using
using Quick
You can use a tabl et or smartphone to deposi t a check i nto your account.
To deposit a check using Quick Actions
1. On the Home page, cl i ck or tap Deposi t Money Now. The Deposi t Check
page appears.
2. On the Deposi t Check page, do the fol l owi ng:
a. In the To account l i st, tap the account that you want to deposi t the
check i nto.
b. (Opti onal ) In the Enter the check number area, tap to enter the
number of the check, and tap Set.
c. In the Enter the check amount area, tap to enter the amount of the
check, and tap Set.
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C h a p t e r 4 : Q u i ck Act i on s
3. Tap Capture i mage. The Image Capture page appears.
4. On the Image Capture page, use your devi ce to take a pi cture of the front
and back of the check, and tap Deposi t. Gui des on the screen hel p you
al i gn the check for the i mage.
Ti p: If the i mage of the check i s bl urry, you can tap Retake
Front or Retake Back to take a new pi cture.
5. Tap Cl ose. The check appears i n the Submi tted l i st i n the Deposi t Check
Hi story l i st.
Approving
usingQuick
QuickActions
Actions
Approving aa transaction
transaction using
You can use Qui ck Acti ons to approve a payment or a transfer. If Qui ck Acti ons
i ncl ude pendi ng approval s, the l i st contai ns the total number of pendi ng
approval s and the number of approval s of each transacti on type.
To approve a transaction using Quick Actions
1. On the Home page, i n the l i st of pendi ng approval s, cl i ck or tap a si ngl e
transacti on type or Vi ew Al l Approval s. The Acti vi ty Center page appears,
wi th the pendi ng approval s sel ected.
2. Cl i ck or tap Approve to approve the sel ected transacti ons.
3. (Opti onal ) If you use a Symantec VIP Token code to authori ze transacti ons,
you are prompted to enter the current code on the Token.
4. When prompted, cl i ck or tap Approve to veri fy the approval . The status of
the i tems wi l l change to Authori zed on the Acti vi ty Center page.
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