How do I find the account details screen and what can I do there?

Video Transcript
0:05
Now we’re going to talk about account details and blue business banking.

0:11
When you first log in, you’ll be on the account screen.

0:14
This is where you can see different transactions.

0:16
But if you click on your actual account, you get more detailed information such as the balance.

0:23
But you could also order checks, do a stop-payment.

0:40
You can see your transactions and print a statement.

0:47
You can also download a file of your transactions.

0:49
You can set up alerts.

1:00
You have several different types of alerts and they’re very customizable.

1:08
Depending on the type of alert that you’re setting, you could have the alert text or e-mail you.

1:20
You also have security alerts, you have mobile alerts.

1:29
We have alert history.

1:37
To go back, click your My Account screen and then go back into the account.

1:47
If you want additional information, you could click on the transaction gives you additional information on that transaction and you could also add tags onto that transaction as well.

1:57
You could also search and filter your transactions on the account details area.

2:17
You can click the eyeball and see your account number.

2:21
If you click View Account Details, you see additional information and you can always click the arrow to go back.

2:34
On the bottom right you have some activity logs.

2:40
That’s your account details screen and it’s as easy as that.
Updated on March 6, 2025