Viewing account details

The Account Details page includes information about the account and details of up to 100 transactions at a time.

Note:  Third-party vendors determine which account details and transactions are displayed for accounts they service.

A transaction can appear on the Account Details page or in the Activity Center, or both, depending on the transaction status and how you created it. You can view transactions and transaction details on the following pages:

Viewing transactions
Page Includes
Account Details

All posted and pending transactions in an account, including:

  • Checks and deposits
  • Transactions at branches and ATMs
  • Bill payments
  • Transfers
  • Card transactions
Activity Center

Transaction types will vary depending on your configuration. Transaction types that you create in online and mobile banking may include:

  • Transfers
  • Stop payment requests
  • Address change requests
  • Check reorders
  • Deposited checks
  • Business payments
  • Payroll transactions
  • Wires
  • Tax payments
  • Commercial payments and collections

To view account details

  • On the Home page, click or tap the account card. The Account Details page appears.

To view account details using enhanced Quick Actions

  1. On the Home page, click or tap the three vertical dots () on the desired account.
  2. Click or tap View Activity. The Account Details page appears.

To view additional transactions

  • On the Account Details page, do one of the following:
    • Click or tap the next icon () at the bottom of the page to view the next set of transactions.
    • Click or tap the previous icon () at the bottom of the page to view the previous set of transactions.

    Note:  You will only see the next and previous icons if there are more than 100 transactions related to the account you are viewing.

To view transaction details

  • On the Account Details page, click or tap the transaction. Click or tap the transaction again to hide the details.

To filter transactions

  1. On the Account Details page, click or tap Filters.
  2. Do one or more of the following:
    • Select a date range from the Time Period drop-down list. If you select a custom date, specify dates in the Start Date and End Date calendars.
    • Select the type of transaction from the Transaction Type drop-down list.
    • Enter the minimum and maximum amounts for the transaction in the Min Amount and Max Amount fields.
    • Specify a check number range in the Check# fields.
    • (Optional) If available, select a Category.
  3. Click or tap Apply Filters.

To close the Account Details page

  • On the Account Details page, do one of the following:
    • Click or tap the previous icon () next to the account at the top of the page.
    • Click or tap Home or any other menu option.