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Getting started with eStatements (for new members) We'll email you each month to let you know when your statement is ready to view. Go a little greener with electronic statements, which you can access conveniently - and which provide added protection against mail theft. The next time you view your account online, the nickname will appear.

If you want, you can also change the color that’s displayed next to the account.

Type the new name for the account in the Nickname field (name it whatever you’d like with a maximum of 25 characters).

Towards the righthand side of the page at the top, you’ll see the name of the account with a small pencil icon next to it.

Tap or click on the specific account you want to rename.

#Learn quickbooks free online negative payment how to#

Here’s how to nickname your accounts in online banking: With nicknames, you can stay on top of your spending and saving better, and clearly identify the purpose of each account.įor example, if you have two savings accounts with Patelco and one is for your children’s college tuition, you may want to rename that account “College Fund.” This will help you quickly locate the account in the future and encourage you to save as part of your own personal budget. Personalizing your account names in online banking makes it easier to manage your money at a glance.

Select your name (or the down arrow) in the upper right, then select Settings, and then choose the Notifications tab. Once your mobile number is confirmed, you can opt in to text message Alerts about your accounts.

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You'll receive a second code - enter that code in the box.

After entering your code, select Verify.

Follow the on-screen instructions, and then enter your code.

Make sure that the box is checked next to "I would like to receive SMS text messages to this number" (to confirm your number, select Send a code via text).

If your mobile number is not confirmed, you’ll see a message to confirm it.

If you want to get custom Alerts via text message, be sure to verify your mobile number first. *As published in a 2021 guide to 2FA by ZDNet. (You can go back and turn it off later if you want.) Whether you use online banking or the Mobile App to set 2FA to "always on," it will remain turned on for all future logins, both mobile and desktop.

You'll see a confirmation at the top of the screen, and will also get an email confirming that you've turned on Two-Factor Authentication.

(we don't recommend using email as a 2FA method because email is not as secure as your phone)

Make sure you have 2 methods enabled: SMS (text message) and voice call - select the pencil icon to edit any of the methods.

Next to Two-Factor Authentication, turn the toggle to the ON position (it will appear blue when on).

How to turn on 2FA permanently using a desktop computer (We discourage you from using email as a 2FA method because it's more easily compromised by fraudsters.) It takes only a few extra seconds, but will protect your account from automated attacks and fraudsters. A 2019 report from Microsoft concluded that 2FA blocks 99.9%* of automated attacks! The only times you'll be asked for a 2FA code is by online banking or our mobile app, never by a person.įor maximum protection, you can also set 2FA to be "always on" so you'll be asked for a code via text (SMS) or phone call every single time you log in to Patelco Online™ and our Mobile App. Never share your code with anyone - Patelco will never call or text to ask for it. You can choose to receive that code via phone call or text (SMS). This means that you may be asked for a code when you log in, in addition to your User ID and password. As an extra layer of protection for online banking and our Mobile App, we may require two-factor authentication (2FA) for some logins.