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Guide to My NetTeller

Guide to My NetTeller. My NetTeller. P rovides a dashboard style view of NetTeller Options. An alternative, customizable landing page for the end-user. Does not replace any existing page within NetTeller – it is an addition to existing pages. .

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Guide to My NetTeller

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  1. Guide to My NetTeller

  2. My NetTeller • Provides a dashboard style view of NetTeller Options. • An alternative, customizable landing page for the end-user. • Does not replace any existing page within NetTeller – it is an addition to existing pages.

  3. With the New System MyNetTeller Will Change From This…

  4. To This:New My NetTeller System

  5. How to Access My NetTeller Log onto www.americanpatriotbank.com Click Log In

  6. How to Access My NetTellerCont. Enter your Online Banking ID Click Submit

  7. How to Access My NetTellerCont. Enter password Click Submit

  8. My NetTeller Start Page The options for My NetTeller are accessible from this Start Page.

  9. My NetTeller Start Page Cont. To make the NetTeller Start Page visible upon login, select Set As Start Page to save this page setup for each log in.

  10. How to Configure Your Personal Settings Widget Settings allow customers to customize their start page. Accounts can be added or removed by clicking the + or – sign. “Remove all” or “add all” icons allow users to change blocks of accounts instead of individual selection. Search Field Widgets not displayed Widgets being displayed

  11. How to Name Your Accounts First, click the Options Tab Second, click the Account Tab Third, change the name on each individual account in the boxes under, “New Account Pseudo Names.” Click Submit

  12. How to Add Account Balances To add your accounts to the account balances, click on Configure Settings Icon. Then, select the account(s) by clicking the + or – sign to add which accounts you want shown in the Account Balances. Click Save 2. 1. 3. Configure Settings Icon

  13. Account Listing Here is where you will find information on all of your accounts such as DDA and Loans. The drop-down boxes next to each account list the activities available for that account such as Transactions, Download, Transfers, Account Information, and Stop Payments. Customer Summary Information is listed below to show the total balances among deposit accounts.

  14. How to View Recent Transactions To view recent transactions on your account, click the icon on your Start Page to customize your recent transactions. To view click Save

  15. How to View Recent TransactionsCont. You can also view Recent Transactions of your account through the Account Screen. Transactions can be viewed since your last statement, for the past 7, 15, or 30 days, or you may select a range of transactions. You may view up to 3 months of history on your accounts.

  16. How to View Check Images Click on the Check Number in your statement to view a copy of the check. You can also choose to view the back of the check by clicking the Flip Button. Click View Image next to deposits to view the deposit tickets.

  17. How to Display Options By selecting the Options tab then Display, you can select the period of information you would like to view Click Submit

  18. How to Make Transfers You can make transfers from one account to another Make loan payments

  19. How to Make TransfersCont. Transfers can be completed in 2 different steps. The first step to make your transfer is on your customized start page. Type in amount to transfer From: Bill Account To: Vacation Account Click Transfer The second way to complete a transfers is by clicking the icon on your customized start page. Can be accessed on the Account Screen.

  20. How to Make TransfersCont. • Confirmation Page

  21. How to Place Stop Payments • To place a Stop Payment on a check, select Account Summary then Stop Payments. • Enter the Check Date, Check Number, Amount, Payee, and Remarks • Click Submit

  22. How to Place Stop PaymentsCont. • Review Information for Accuracy • If the Information is incorrect click Edit • If completed click Submit

  23. How to Print Statements To print a statement select Account Summary then Statements Click the Drop Down Box to select the format you want to view your statement in. To view the statement click on the Link Click Print

  24. How to Add Alerts To add alerts on your account, click icon on your start page or select options then alert tab. There are several different alerts that allow you to add on your account. Edit Event Alerts Balance Alerts Item Alert Personal Alert Click

  25. How to Use the Download Feature To use the Download feature, you can select the options that you choose to view or click the icon. The Download Feature allows you to select your account and view it in several formats such as Microsoft Money, QuickBooks, Spreadsheet, Word Processor, and Personal Finance. You can view transactions since your Last Statement, Last Download, or choose a specific Date Range. Click Download

  26. How to Report Lost/Stolen Debit Card To place a hold on your lost or stolen debit card, go to options then click on ATM/Debit card. Check the box that says Lost/Stolen. Click Submit Sends Email to appropriate Bank Representative Minnie R. Mouse Bill Account

  27. How to Reset Your Password To reset your password, go to American Patriot Bank Home Screen. Type in your Online Banking ID. Click Reset Password Then, enter your Online Banking ID, E-mail Address and E-mail Subject. Click Continue You will receive an e-mail with instructions on how to reset your password.

  28. How to Reset Your Password Cont. • Once you receive an e-mail, click the Link and follow the steps

  29. How to Setup Bill Payment Bill Payment is an automatic feature that allows you to setup payments that will allow funds to be automatically withdrawn from your account. To setup automatic payments click on the Bill Paymenttab then Payment Center. Select account for Bill Pay. Click Submit

  30. How to Setup Bill Payment Cont. • Enter the Payee’s Information, this allows you to save the payee’s information for future payments. • ClickSubmit • This shows the information of the payee. • If you click on Select Option it allows you to edit the payee’s information or delete the payment.

  31. How to Setup Bill Payment Cont. To schedule a payment click New Payment tab then click Add Payment. Enter the information to schedule a payment. Click Submit

  32. Bill Payment – Payment Center Upon your Initial Setup, your Bill Payment Start Page will look like this. You can Make Payments View Payment Calendar View Recent and Scheduled Payments from the Payment Center Screen

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