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, in the Activity Center, or both, depending on the transaction status and how you created the transaction. 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 digital 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
  • On the Home page, select the account card.
  1. On the Home page, select the Options menu (Options/Actions Menu) on the desired account.
  2. Select View Activity.
  • On the Account Details page, do one of the following:
    • Select the next icon (Next Icon) at the bottom of the page to view the next set of transactions.
    • Select the previous icon (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.
  • On the Account Details page, select the transaction. Select the transaction again to hide the details.
  1. On the Account Details page, select Filters.
  2. Do one or more of the following:
    • Select a date range from the Time Period 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 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 Starting Check # and Ending Check # fields.
    • (Optional) If available, select a Category.
  3. Select Apply Filters.
  1. On the Account Details page, select Quick Transfer (quick transfer arrows icon).
  2. In the From Account list, select the account you want to transfer funds from.
  3. In the To Account list, select the account you want to transfer funds to.
    4. Note: The To Account is set to the current account being viewed by default.
  4. In the Amount field, enter the amount to transfer.
  5. (Optional) To view more transfer options, select Advanced Options.
  6. Select Transfer Funds.