Video Scripts for View Account Summary and Balances. Slide 1. Audio: No Audio. Page 1 of 13

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Transcription:

Slide 1 Page 1 of 13

Slide 2 Your home page for Online Banking displays automatically when you log into Online Banking, providing you with quick and easy access to your most common online banking tasks. This page has three expanding sections: Account Balances, Transactions, and Quick Transfer. Click the plus sign to expand a section to see its contents. Click the minus sign to collapse a section. The Account Balances section displays the balances of your online accounts. Page 2 of 13

Slide 3 To view the account details click the Account Name link or click the Account Details option in the Activity menu under the Accounts tab. The page that displays depends on the type of account you select. Page 3 of 13

Slide 4 Page 4 of 13

Slide 5 Page 5 of 13

Slide 6 Page 6 of 13

Slide 7 Page 7 of 13

Slide 8 On the Current Day page, you can view current balances, available balances based on pending or scheduled transactions, and YTD Interest. Page 8 of 13

Slide 9 Page 9 of 13

Slide 10 Page 10 of 13

Slide 11 On the Previous Day page, you can research transaction history for up to 90 days. You can also sort transaction history by clicking the gray heading of a given column. Page 11 of 13

Slide 12 With First Niagara s Online Banking, it s easy to view your account balances and transactions. Page 12 of 13

Slide 13 Page 13 of 13

Video Script for View Pending, Scheduled and Completed Transactions Slide 1 Page 1 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 2 You can find your transactions in the Transactions section of the Account Summary page. To view your transactions expand the Transactions section by clicking on the plus sign in the section. Page 2 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 3 Page 3 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 4 The Transactions section shows you scheduled, pending, and cleared transactions for a selected account. Here the My Checking account has quite a few pending transactions, Page 4 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 5 No scheduled transactions Page 5 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 6 And, no cleared transactions. In addition to viewing your transaction events by status, you can also search for your transactions by going to the Accounts tab and clicking Search. Page 6 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 7 Page 7 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 8 Page 8 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 9 Page 9 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 10 Page 10 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 11 To find what you need and fast, the Transaction Search page helps you sort and find transactions based on account, type of transaction, and/or reference ID and date. After entering all the necessary information, click Search to see your results Page 11 of 12

Video Script for View Pending, Scheduled and Completed Transactions Slide 12 Page 12 of 12