Using the
Note: Your FI has a choice of two layouts for the Home page. The following content only applies to users who are using the Dashboard. For more information on determining what Home page your FI uses, visit The Home page.
You can use the options in the navigation to perform tasks. The navigation is available to the left of or above the page you are viewing on a desktop. The order and list of items in the navigation may vary depending on your FI, but the following items should appear based on your access to the functions.
| Item | Description |
|---|---|
| Home | Review account summaries on the Home page. |
| Transfers & Payments | Transfer funds, pay bills, and view payments and transfers. |
| Services | Stop payments and perform other services. |
| Settings | Edit your profile and configure alerts. |
| Conversations | View and send secure messages. |
| Branches & ATMs | Find branches and ATMs. |
| Marketplace | App-store experience integrated for personalized third party products. |
| Log Off | Securely log off banking. |
Note: Conversations may appear as Messages, depending on your configuration.
On a tablet or a smartphone, the navigation does not always appear. Tap the Menu button or swipe from the left edge of the screen to show it. Tap the Menu button again or swipe to the left edge of the screen to hide it.
Note: Your experience may be different from the user interface described, based on your financial institution's custom configuration.