1. Click on Options > Change Layout
2. Go to Add New Monitor
3. Click on the monitor type drop down box and select the new monitor to be added
4. Check the Preview of Monitor example box for accuracy
5. Enter the name you want for your monitor
6. Choose your colors
7. Click on Add

1. Use the 'Add an Account' Tab at the top of the page.
2. Choose a monitor such as Finance, CreditCard, etc that you want the account listed under.
3. Find you instituion's name within the list provided for the chosen monitor, and click on it.
4. Enter your account credentials and Click on Add.

1. Select the Can't Find my Account button located at the bottom of most institution list pages
2. Enter the information into the form fields provided
3. Click Submit

1. Click on the modify button within your monitor
2. Highlight the account whose password you need to change from the list of 'Accounts in this monitor'
3. Click on the edit button.
4. Type in new password.
5. Confirm new password.
6. Click Update.

1. Go to Options > Change Layout
2. In the "Edit Monitor" section, select the Monitor Title then select the Heading color and Background color.
3. Check "Preview of Monitor" example box for accuracy.
4. Click Set.   (to update all sections with the new scheme, use the 'click here' link)
5. Click Update.

1. Go to Options > Change Layout
2. To change the number of columns - use the arrows to move the monitors listed into a 1, 2, or 3 column format.
3. To rearrange the order of a section - select the section and click the appropriate arrows to rearrange the monitors.
4. Click Update.

1. Go to Options > Change Layout.
2. In the "Edit Monitor" section, select the Monitor Title from the drop-down box.
3. Edit the title if needed.
4. Check "Preview of Monitor" box for accuracy.
5. Click Set.
6. Click Update.

1. Go to Options > Modify Views
2. Select "Create View" Enter a name in "View Title" An additional View will appear on the list in the "View Monitor" box.
3. Select "Edit/Rename" to edit/rename the additional View. Make changes to the title, layout, color scheme, etc.
4. Select "Delete" to delete the view   (Information cannot be retrieved once it is deleted.)
5. Click Update.

1. Click the minimize arrow located in the top right corner of the section where the account is located
2. Click the minimize arrow a second time to restore the information into full view

1. Go to Options > Alerts
2. Go to "Add New Alert Method"
3. Click Add   (An activation code will be sent to the device/email that you selected. Once you receive this, come back to "Alerts" and enter the code in the "Alert Method Activation" section)
4. Go to "My Alerts"
5. Select the account and click Go to set up a new alert.

1. Go to Views > Reports
2. Select the individual account for a printed summary.
3. Select "Select All" for all account summaries to be printed.
4. Select "Cancel" to de-select all account summaries.
5. Click Update.

1. Go to "My Favorites-Fast Log-In" box in the top right corner.
2. Select "Modify Favorites".
3. To add a new account, use the drop-down box to select the category   (i.e. Computers & Internet, Credit Cards, Downloads, Education, etc.)
4. Scroll down through the list to select which sites to add.
5. Sites will then appear as listings in the account box.   Site listings may be rearranged by using the up and down arrows located above the box.
6. To delete a listing - select it and click Delete.
7. Click Edit to make changes.
8. Click Finish when all changes are complete.

1. Go to MyOnlineCenter Overview page.
2. Select "Cancel Service".
3. Click Cancel Service.

1. Go to Feedback.
2. Enter your comments/suggestions/ideas in the text box.
3. Click Submit to end session and return to MyOnlineCenter Home Page.
4. Click Logout to end session.

1. Login to First Tech Online Banking using your username and password. Select MyOnlineCenter. Choose Accounts in the menu above, click the Add New Account button, then enter routing and account number for all the accounts you wish to transfer money to or from. Note that you may also initiate the transfer by choosing Transfer > MyOnlineCenter FTS from the Online Banking Balances Page.
2. To ensure that you are the owner of these accounts, we will make a small trial deposit and then a trial withdrawal from each account. (The withdrawal is a few pennies and is never larger than the deposit). These transactions will usually post within 2 business days. Once you've logged into these accounts and know the amounts of the trial transactions, return to the Accounts page and click on Activate. You will be asked to enter the amount of each transaction. If the values match, the account will be activated.
3. You're ready to go! Click on the Transfer Funds link to get started.

Note: Funds will normally be transferred within 3-5 business days.

Signing Up for Funds Transfer (FTS)

Once you have accepted the additional Terms & Conditions, FTS is automatically available to you. Simply login to 1sttech Online > MyOnlineCenter > and go to the Funds Transfer Monitor. You can also access FTS by logging into First Tech Online Banking > Transfer > MyOnlineCenter - FTS

Funds Transfer (FTS) Overview

Upon logging into FTS you will see the Overview page. (Figure 3.1) Here one will find a brief explanation of the FTS and the FTS menu; Transfer Funds, History and Accounts.

Transfer Funds - In this section you will perform/schedule transfers between accounts.
History - This section will list all pending, scheduled and completed transactions.
Accounts - From this section you will view current FTS accounts and setup new accounts used for the transfers.

To begin using FTS, you must first create/setup the accounts from which funds will be withdrawn and deposited. From the left navigation or from the Manage Accounts page, click the Setup New Account link.

figure 3.1

FTS Accounts

From the Accounts screen, you may add a new account or activate/delete current accounts

To create a new account click Setup New Account link. (Figure 4.1)

figure 4.1

FTS Account Setup

1. To set up your FTS, search for your financial institution by entering the 9-digit ABA Routing/Transit number found on your check/deposit slip or by entering the institution name. (Figure 5.1)

2. When setting up a First Tech account for FTS please remember the following account information:

First Tech Routing Number: 323274160
Savings Account ACH:          Your savings account number as it appears on your monthly statement or within online banking.
Checking Account ACH:       Your checking account number as it appears on your monthly statement or within online banking.

figure 5.1



3. The search will populate a list of financial institutions. From the list, select the bank/credit union where you hold the account.

4. To complete the account setup, enter your account details in the fields provided. (Figure 5.2)

Click on the name of the financial institution to complete the account setup.

Note: Upon clicking Submit a small deposit and withdrawal will be made to the account. Check for the amounts from your bank or credit union account statements. They should appear in 2 - 3 business days. Upon verification of the amounts the account will be authorized for funds transfers.

figure 5.2



5. With the account setup complete, your new FTS account is listed under Manage Accounts.

 
Note: Account will not be available for activation until verification of the small deposit and withdrawal is complete. (See Step 3 for further details).

6. Complete steps 1 - 4 to add new accounts.

FTS Account Activation

1. Select from Manage Accounts the account you wish to activate. Click on the Activate link located under Options. 

2. To activate the account you must enter the amounts from the trial transactions, a withdrawal and a deposit, in the fields provided.

Click on Submit to complete account activation.

3. Upon verification, the activated accounts will show a Status of Active.

4. Once the accounts are active, you may now begin transferring funds.

Transferring Funds

1. To begin transferring funds, click the Transfer Funds link from the FTS menu. (Figure 7.1)

figure 7.1



2. Select the accounts, To and From, from the dropdown menu, enter the amount you wish to transfer (a minimum of $100.00), select the Transfer Type (One Time, Weekly, Bi-Weekly and Monthly), enter the Requested Date and the Transfer Duration.

Click Submit to continue to the confirmation page.

3. Confirm the details and click Submit to process the transfer.

Note: you should expect to see the funds in the destination account within 3 - 5 business days. The timing can vary, however, depending on the institution. If there is a problem with executing your request, you will be notified by email on record and/or on the History page.

FTS Account History

1. To view all pending, scheduled and completed transactions, click on the corresponding History section located in the FTS menu. (Figure 8.1 )


figure 8.1




2. Under History, you may cancel any Pending transfers by clicking Cancel located under Status.