The new NetWorth24 Home Page including the new Account History Page and Purchase Rewards

Transcription

1 The new NetWorth24 Home Page including the new Account History Page and Purchase Rewards The new NetWorth24 Home Page is a combination of tools giving you the ability to manage your money quickly and easily from one place. In just a few clicks or less, you can take charge of key financial tasks including: Check account balances View transaction history Transfer funds Pay bills Track spending Activate cash back offers Let s take a closer look at some of the functionality on this page

2 My Accounts The My Accounts section puts your recent financial history in one view. Accounts are grouped by type (deposit, loans, etc) and are listed in one organized, easy to scan list. You can also click the Quick Peek link to view more details of each account. When more information is needed, the go to account history link on the Quick Peek view takes you directly to the main history page for that account. Make a Transfer Simply click the Make a Transfer button (in the My Accounts section) to quickly move money between accounts. With the simple view that appears on the Home Page, you can select the accounts and the amount, and then click to make the transfer. It is an easy tool that allows you to move money within seconds. Make a Payment Soon, this area will be updated to include bill payment features right here on the Home Page. Until then, paying bills is just a click away. Instead of searching for the tab to get there, you can click this link and start paying bills in a second.

3 View My Spending The FinanceWorks chart shows you your complete financial picture including accounts you have added from other financial institutions. Your spending is automatically categorized and charted right on the Home Page so it s simple to see exactly where your money is going. Each category can be clicked to drill down and review transactions. You can open FinanceWorks with a click of the link below the chart. If you do not currently use FinanceWorks, it is simple, easy and FREE to get started! New Account History Page The new Account History page has been re-designed to make it easier for you to browse through your transactions. You can check your transaction history, see the exclusive cash back offers available with that account, or simply verify a balance; all with a new look that matches the new NetWorth24 Home Page. And speaking of those exclusive cash back offers, introducing

4 Purchase Rewards Now you can have the opportunity to put real money in your pockets. You will receive exclusive cash back offers based on the type of purchases you already make. It is as easy as 1 2 3! All you need to do is CLICK to activate the offers you like, SHOP using your debit card to make qualifying purchases, and ENJOY the cash back reward which will be deposited right into your account at the end of the next month. There is also a tracking system built right in so that you can watch your rewards accumulate. So simple to redeem and there is no limit on the cash back that you can earn. If you don t want to receive offers on a particular checking account listed in your Purchase Rewards section it is easy to opt out. Simply click on the All offers and options link Then click on the Stop receiving all offers link

5 This will opt you out of any future offers and the checking account in your Purchase Rewards section will look like this: If you would like to opt this checking account back in later, you can just click on the Start receiving offers for this account link shown above. If you are sure that you will never want to receive offers on this account, you can have it removed from the list by sending us an using the Contact Us link in the upper right corner of NetWorth24. As a final note We hope you enjoy the new Home Page which is a great enhancement to NetWorth24. However, if you have given it a chance and still prefer the previous Start Page of your online banking account, you can change back to that view by clicking the link in the bottom right corner of the page: