Skip to main content
_FB_2018-Icons-finalized-cleaned-up_new_FB_2018-Icons-finalized-cleaned-up_newGroup 9
Back
Scroll to top

Alerts Demo

Learn how to set up customized alerts for your accounts.


Smartphone
Congratulations! Now you know how to set up and manage your alerts.
Login screen Login screen Login screen
Online Banking Dashboard Online Banking with menu open Online Banking with Services open in menu
Alerts screen Alerts screen with menu open
New account alert screen New account alert screen, dropdown open
New account alert screen New account alert screen
New account alert screen, amount select
New account alerts screen, amount select 2
New account alert screen, delivery method New account alert screen, delivery method select
New account alert screen with all information filled in. Success message for alert creation.
Step of

Step 1 Open the mobile app and log in.

When you enrolled in First Bank digital banking, you created a Login ID and Password. Enter that information in the corresponding boxes in the app and then tap the “Log In” button.

Step 2 Navigate to alerts.

From the dashboard, tap on the “Menu” button in the top left‑hand corner to make a dropdown menu appear. Select “Services” and then choose “Alerts.”

Step 3 Tap the +New Alert button and select alert type.

After you tap on the “+New Alert” button, a dropdown menu will appear listing the types of alerts you can set up on your account. Choose the type of alert you want.

Step 4 Tap Account dropdown and select account.

When you tap on the “Account” button, a dropdown menu will list all of your First Bank accounts. Choose the account you want to set up an alert for.

Step 5 Tap Account Balance Type and choose one.

From the “Account Balance Type” dropdown list, choose the type of balance you want to be notified about.

Step 6 Tap More Than, Less Than, or Exactly.

You get to decide the threshold for your notifications. Choose from More Than, Less Than, or Exactly, and tap that button.

Step 7 Enter an amount.

Set a dollar value for your alert notifications that will be triggered based on whether you selected More Than, Less Than, or Exactly.

Step 8 Tap Alert Delivery Method and select a delivery method.

There are multiple ways you can receive your alerts. Tap “Alert Delivery Method” and choose from the dropdown list below.

Step 9 Tap Create Alert.

To finalize setting up the alert, tap the “Create Alert” button at the bottom of the screen. You will receive an alert each business morning when we detect your account meeting the parameters you set.


Explore our guided tutorials

Positive Pay Decision Exceptions Create exceptions within Positive Pay to determine which checks you will or won’t accept. Mobile Bill Pay Pay your bills from anywhere so you’re always on time. CardSwap Link your recurring payments and subscriptions to your new credit card. Zelle® Split Easily split bills with friends, family and others you trust. Account Dashboard Learn to navigate the online banking app. Adding Online User Add a user to your online banking account. MyMoney Link Account Learn how to link accounts from various sources into MyMoney to provide you with a complete picture of your finances. Wires Domestic Send money domestically from your First Bank accounts. Funds Transfer Transfer money between your First Bank accounts one time or on a recurring basis. MyMoney Net Worth Learn how to view your Net Worth information from across various linked accounts. Fraud Protection User Controls Set up user controls on your account to help prevent fraudulent transactions. ACH Payroll Process payroll from your First Bank account and learn how to add new payees. Fraud Protection Secure Access Code Add a new phone number to your account to receive your secure access code. MyMoney Budget Create a budget to reach your financial goals. Zelle® Request Digitally request money from friends, family and others you trust. ACH Collection Request and collect funds to be transferred to your First Bank account ACH Payment Learn how to make an ACH Payment from your First Bank account. Autobooks Automatically create invoices, make payments, and pay bills to make managing your business easier. Mobile Check Deposit Deposit funds from checks into your account from anywhere. MyMoney Trends Learn how to view your spending trends in MyMoney. Bill Pay Online bill pay makes it quick, easy, and convenient to pay your bills. Account Overview Business Learn how to see account and transaction details. Account Overview Learn how to see account and transaction details. Positive Pay Adding Checks Add checks to Positive Pay to prevent your business from accepting unauthorized checks. ACH/Wire Add Recipient Learn how to add recipients to receive wires from your First Bank account. Business Bill Pay Pay your bills quickly and easily from our secure website. MyMoney Spending Quickly get an overview of what you spend your money on, organized by categories. MyMoney Debts Quickly get an overview of your debts from across linked accounts. eStatements Access your statements to review, save, or print. External Accounts Learn how to add external accounts into Mobile Banking. Zelle® Send Digitally send money to friends, family and others you trust.

Featured Articles

Banks in North Carolina

Did you know there are more than 100 First Bank locations in North Carolina? It’s true. You can find us in over 60 cities, mountains to coast. Did you know we’re one of the oldest banks in North Carolina? Yup, our roots...

The Benefits of Checking Accounts with Online Access

Out of all the factors that tend to influence our decisions regarding financial management, levels of convenience tend to play a heavier role than others. For that reason, online tools, such as access to checking accounts...

How to Get a Mortgage for a Rental Property

Looking for rental property mortgage rates near you? If so, First Bank can provide you with tips and tricks on how to get a rental property mortgage, as well as how to find the best mortgage rates near you. Rental Property...

FinCEN BOI Reporting: What’s Required & Resources

The U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) now requires certain newly-formed and start-up businesses to report their Beneficial Ownership Information (BOI). Here are a few helpful tips...

Am I Eligible for FEMA Relief? Here’s What You Need to Know

Who Qualifies for Assistance? Federal disaster aid is available for residents and business owners in the following counties: Alexander, Alleghany, Ashe, Avery, Buncombe, Burke, Caldwell, Catawba, Clay, Cleveland, Gaston,...

Get a Hassle-Free Checking Account with First Bank

Figuring out where to get a hassle-free checking account doesn’t have to be hard. First Bank offers five different types of hassle-free checking accounts that don’t have monthly maintenance fees as long as minimum...

Community Bank for Small Business

Since 1935, First Bank has been the go-to community bank for small business owners. Our first branch opened in Troy, NC, where we helped farmers and local business owners manage their funds. We have continued to evolve to...

What is the SBA?

If you have a business plan but are having trouble acquiring a bank loan, consider reaching out to the Small Business Association (SBA). The SBA is a government-affiliated organization that provides small businesses with a...

Lock It Up: Protect Your Login Info

These days an increasing number of people are online creating accounts for shopping, streaming services, or to stay connected with other people. Of course, with all those accounts on various websites, who wants to create a...

Five Reasons to Refinance Your Mortgage

Banking professionals suggest mortgage refinancing when homeowners want to replace their current loan with a new one, often to reduce monthly payments or lower interest rates. With a mortgage refinance, your current loan...