Quick Action FAQ

Using Quick Actions

In online banking, you can perform Quick Actions directly from the Home page. In the mobile banking app, you can perform Quick Actions by tapping More.

Quick Actions are an easy way to start common tasks. All of the Quick Actions that you can perform appear in the Sidebar. The available actions vary, depending on how your account is configured.

 

Transferring funds using Quick Actions

You can use Quick Actions to easily transfer funds.

To transfer funds using Quick Actions

  1. On the Home page, click Transfer Money Now. If using a mobile device, tap More > Transfer Money Now.
  2. On the Funds Transfer page, do the following:
  • In the From drop-down list, select the account from which you want to transfer funds.
  • In the To drop-down list, select the account to which you want to transfer funds.
  • In the Amount field, enter the amount to transfer.
  • (Optional) To create a recurring transfer, do the following:
  1. Select the Make this a recurring transaction check box. The Schedule Recurring Transfer fields appear.
  2. Select an option from the How often should this transfer repeat? drop-down list.
  3. Click or tap a start and end date, or click or tap Repeat Forever.
  • (Optional) Enter information about the transfer in the Memo field.
  • Click or tap Approve. A message appears confirming the transfer.
  1. Do one of the following:
  • Click or tap Close to set up another transfer.
  • Click or tap View in Activity Center to see the transaction details.

To transfer funds using enhanced Quick Actions

  1. On the Home page, click or tap the three vertical dots on the desired account.
  2. Click or tap Quick Transfer.
  3. In the To drop-down list, select the account to which you want to transfer funds.
  4. In the Amount field, enter the amount to transfer.
  5. (Optional) To view more transfer options, click or tap Advanced Options.
  6. Click or tap Transfer Funds.

Note:  Quick Transfer only appears as an option under the account tile if you can withdraw from the account.

Note:  You can set up a recurring transfer to start today.

 

Paying a bill using Quick Actions

After you enroll in Bill Pay, you can use Quick Actions to pay a bill to an existing payee.

Note:  If Enroll in Bill Pay appears in the Quick Actions, you have not yet enrolled. You can click or tap Enroll in Bill Pay to enroll. The procedure to enroll in Bill Pay varies according to your settings.

To pay a bill using Quick Actions

  1. On the Home page, in the Sidebar, click or tap View All Bills Now. If using a mobile device, tap More > View All Bills Now.
  2. On the Bill Pay page, click or tap the name of the payee that you want to pay. The Bill Pay page for that payee appears.
  3. On the Bill Pay page, do the following:
  • Click or tap From, and click or tap the account from which you want to make the payment.
  • In the Amount, specify the amount that you want to pay, and click or tap Save.
  • In the Delivery Method list, click or tap the delivery method.
  • In the Date calendar, click or tap the date to pay the bill.
  1. Click or tap Send Payment to schedule the payment.
  2. On the status page, click or tap Close.

 

Depositing a check using Quick Actions

If configured by your FI, you can use a tablet or smartphone to deposit a check into your account.

Note:  If you need to deposit a check using a scanner, please contact our financial institution for more information.

To deposit a check using Quick Actions

  1. On the Home page, tap Deposit a Check.
  2. On the Deposit Check page, select the account, and enter the Amount. Follow the instructions on the screen.
  3. On the Image Capture page, use your device to take a picture of the front and back of the check. Select Submit Deposit. Guides on the screen help you align the check for the image.

Tip:  If the image of the check is blurry, you can tap Retake Front or Retake Back to take a new picture.

4. Tap Close. The check appears in the Submitted list in the Deposit Check History list.

Note:  You may need to enroll in mobile remote deposit capture (mRDC) before you can deposit checks on a smartphone or tablet, depending on our financial institution's configuration.

 

Approving a transaction using Quick Actions

You can use Quick Actions to approve a payment or a transfer. If Quick Actions include pending approvals, the list contains the total number of pending approvals and the number of approvals of each Transaction Type.

To approve a transaction using Quick Actions

  1. On the Home page, click Approvals Required. If using a mobile device, tap More.
  2. In the Search transactions field, enter Pending and click or tap the magnifying glass or press Enter. The list of pending approvals appears.

Note: The show advanced toggle must be on to approve multiple transactions. In mobile banking, a two-gear icon () represents the advanced view, while a single-gear icon () represents the basic view.

3.  (Optional) If you use a Symantec VIP Token code to authorize transactions, you are prompted to enter the current code on the token.

4.  When prompted, click or tap Approve to verify the approval. The status of the items will change to Authorized on the Activity Center page.