Setting Up Account Alerts

9/23/2021

To receive SMS text alerts, you will need to enable SMS text messaging. To enable, navigate to your user profile, select Settings – Contact – and then the number you wish to enable. You will then select enable SMS text alerts to this mobile phone number. Select the method in which you want the verification code sent to you and complete the verification process. Then go to the Alerts widget to setup alerts and select your preferred delivery methods.

To set up account alerts , navigate to the More widget – Alerts – Accounts. From the dropdown, select the account you wish to add the alert to, then select the alert(s) you wish to enable. Follow the on-screen prompts to complete the process.

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