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Register Mode: Edit instructions for your financial institution

If you have a direct connection to your financial institution, you can send instructions to them, such as requests for electronic statements or to pay a vendor online. These instructions appear in the Items to Send list of the Online Banking Center.

olb_quest_differences_web_direct.html

Important: You can only edit instructions that have not been sent yet.

To do this task

  1. Open the Online Banking Center. Open the Online Banking Center

    task_open_olbcenter.html
  2. Go to the Financial Institution drop-down arrow and click the financial institution the instruction is for.

  3. Go to the Items to Send list and single-click the instruction you want to change to select it.

    What can I edit here?

    You can edit messages to your financial institution, online vendor payments and payment inquiries, online transfers of funds, and other items that are waiting to be sent to your financial institution. However, you cannot edit requests for electronic statements.
  4. Click the Edit button.

  5. Make the changes you want.

KB ID# H_OLBC_INSTRUCTIONS_EDIT
12/9/2016 1:18:55 PM
PPRDQSSWS407 9138 Pro 2017 ed261a