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Account details & history

    1. On the Home screen, click on an account to view a listing of the details and transaction history associated with the account.

      Accounts on the Homescreen

    2. Click the "Details & Settings" tab to display the account details.
      Details and Settings Tab
    3. In the Transactions Tab, select the Filters icon to view the various search criteria for transaction history.
    4. Select "Apply Filters" once the desired options have been selected.
      Filters icon and criteria options

      A listing of historical transactions associated with the account are listed on the screen. The newest transaction will appear on top by default.
      List of historical transactions
    5. Select the Export icon to display a listing of available formats. The export will include all transactions specified in the filter by the user.
      Export transactional data
    6. Select the "Quick Transfer" icon to perform a quick transfer.
      Quick transfer icon
    7. Input transfer information and click "Transfer Funds"
      quick transfer screen
    8. Select "Advanced Options" to have options for setting recurring transfers and inputting Memo information.
           Advanced options for transfers
      9. Select "Options" next to a listed transaction to display available actions.
            available actions for the transaction