The Account Detail screen within Online and Mobile Banking allows you to view basic account information, including the following: 

  • Account specific transactions 
  • Cape Cod 5’s routing number
  • Account numbers
  • Account ownership 
  • Access to other information and tools, e.g., statements, My Budget, alert preferences, etc.
 
Access Account Information icon 
 
Cape Cod 5’s Online and Mobile Banking also lets you add alerts to your accounts, add transaction details, and place stop payments on checks. 
Add Account Alerts
You can add account alerts to notify you by text, email, or in-app messages of certain account-related events. There are two types of account alerts:
  • Balance – You’ll receive a notification when an account balance is above or below a set amount.
  • Transaction – You’ll be notified when funds are deposited or withdrawn from an account above a set dollar amount.
You have the freedom and flexibility to set the alerts that are important to you and your needs. This is a useful tool to ensure you have sufficient funds in your accounts and to monitor account activity.
For assistance setting debit or ATM card alerts, refer to Card Management.
Add Balance Alerts
Use the following steps to add a balance alert.
Step
Action
1
From the Dashboard, click/tap the account for which you would like to create an alert.
The Account information screen appears.
2
Click/tap Alert Preferences.
The Alert preferences dialog window appears.
3
Click/tap +Add alert under Balance.
4
To set an Under alert (to be triggered when balance falls below this amount):
  • Select Under from the dropdown and enter the target minimum balance.
  • Select the desired notification method(s).
  • Click/tap Add alert.
5
To set an Over alert (to be triggered when balance goes above this amount):
  • Select Over from the dropdown and enter the target maximum balance.
  • Select the desired notification method(s).
  • Click/tap Add alert.
 
Add Transaction Alerts
Use the following steps to add a transaction alert.
Step
Action
1
From the Dashboard, click/tap the account for which you would like to create an alert.
The Account information screen appears.
2
Click/tap Alert Preferences.
The Alert preferences dialog window appears.
3
Click/tap +Add alert under Transaction.
4
To set a Credit alert (to be triggered when money coming into the account is over the set amount):
  • Select Credit (deposit or earning) from the dropdown and enter the minimum deposit amount.
  • Select the desired notification method(s).
  • Click/tap Add alert
5
To set a Debit alert (to be triggered when money leaving the account is over the set amount):
  • Select Debit (withdrawal or fee) from the dropdown and enter the minimum debit amount.
  • Select the desired notification method(s).
  • Click/tap Add alert.
Add Transaction Details
Adding transaction details can help you monitor and track account activity in a few different ways:
  • Add tags to categorize your transactions, e.g., clothing, utilities, income, etc.
  • Add notes to give some additional information about a transaction, e.g., the purchase was a gift for someone.
  • Add an image that corresponds to a transaction, e.g., a picture of a receipt or the item.
  • Ask us for assistance with a transaction when you need some additional info, e.g., you don’t recognize a transaction.
Use the following steps to add transaction details. 
Step
Action
1
From the Dashboard, select the desired transaction from the Transaction card.
The Transaction details dialog window appears.
If the desired transaction doesn’t appear, click/tap See more to display more transactions.
2
Select the detail you’d like to add:
  • Add tags – Select the desired tag from the list or click/tap Add tag to create your own.
Tags you add will be available for future use.
  • Add notes – Enter a brief description of the transaction and click/tap Done.
  • Attach images – Attach a picture to the transaction.
You can take a photo or select one from your device/computer.
  • Ask us about this transaction – Start a new conversation with us, add to a conversation, or call us.
Selecting one of these options will transfer you to Messages in Online or Mobile Banking or allow you to call directly from the mobile app
3
When you’ve finished, close the Transaction details window.
Add a Stop Payment
You have the ability to place a stop payment on a single check or a range of checks, e.g., your checkbook is misplaced, through Online Banking. Note that stop payments cannot be performed via the Mobile Banking app.
Note: The Stop Payment feature only applies to paper checks that you have handwritten. This does not apply to bills paid through online Bill Pay or electronic payments made online through a merchant’s website. 
If you need to stop an electronic payment, e.g., gym membership, you’ll need to call the Customer Service Center (888-225-4686) or contact a Banking Center.
Stop a Single Check
Use the following steps to place a stop payment for a single check that hasn’t been cashed yet.
If the check has already been cashed, contact our Customer Service Center or a local Banking Center.
Step
Action
1
From the Dashboard, click the account on which you need to place the stop payment (i.e. the account from which the funds are supposed to be withdrawn).
The Account Information screen appears.
2
Click Stop payments.
The Stop payments dialog window appears.
3
Click A single check.
4
Enter information about the check in the corresponding fields (including the optional fields, if possible):
  • Check # - The number of the check that is being stopped.
  • Check date – The date that the check was written.  Click Select and select the date from the calendar that appears.
  • Payee – To whom/what organization the check was written.
  • Check Amount – The amount of the check.
  • Reason – Why you’re stopping this check. Click Select and select the appropriate option.
5
Click Submit.
The stop payment will be placed and the check won’t be paid by Cape Cod 5.
Stop a Range of Checks
Use the following steps to place a stop payment for a range of checks.
Step
Action
1
From the Dashboard, click the account on which you need to place a stop payment.
The Account Information screen appears.
2
Click Stop payments.
The Stop payments dialog window appears.
3
Click A range of checks.
4
Enter the Start and End check number for the range.
5
Click Select and select the appropriate reason.
Even though this is optional, it should still be completed.
6
Click Submit.
The stop payment will be placed and the range of checks won’t be paid by Cape Cod 5.

Watch video tutorials on Account Alerts & Transaction Details

Add Account Alerts
Add Transaction Details

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