1. Click the Add Notification drop-down list and select Periodic Balance. The Add Periodic Balance Notification screen appears.
2. Select the account to be monitored from the drop-down list. Select multiple accounts by selecting the account option while holding down the CTRL-key.
3. Enter the Start Date. A calendar icon located alongside the start date fields is provided to assist you. Simply click on this icon to view the current month calendar. Calendar months may be changed by clicking the forward or backward arrows.
4. Depending on the frequency of the notification select the radio button corresponding to how often the notification will occur (e.g., One-time, Weekly On, Monthly On, or Twice-Monthly On).
5. If applicable, use the day and date drop down lists, to choose the day the transfer is to occur.
6. In the Email To field, enter the Email address to which the notification will be sent.
7. Enter the Email text message that you will receive. For example, your message may read like this: "This is my balance notification."
8. When the information is complete, click the Save Notification button. Your notification information will now appear on the Notification Summary screen, or you may click Clear to reset all fields and start over.