Standard and Custom Alerts

As part of your ScotiaConnect service, there are a set of standard alerts regarding typical transactions that display on your homepage in the Alerts section and in the Message Centre. You can also create your own custom alerts, which you can modify or delete as needed.

1. Homepage ‘Alerts’ section: When you first sign in, your homepage dashboard includes the top priority Alerts you most recently received. The alert name is a link you can click, and it will open in a modal window.
2. Message Centre: Click the Messages link located at the top right of every ScotiaConnect electronic banking web page.
3. Email: If you chose to have a standard or custom alert emailed to you, it will be sent in a timely manner to the email address you provided.

View your list of standard and custom alerts:

Navigate to Reporting and then select Alerts in the sub-menu. There you can search for standard or custom alerts, for alerts regarding a certain service, and for alerts by status. The results are organized in a convenient table format.

Create alerts:

Navigate to Reporting and then select Alerts in the sub-menu. There you will see a “Create Alerts” button in the upper right area of the page. On click, it opens a modal window with a form to set up various types of alerts under the following categories:

• Balance thresholds (e.g., above or below thresholds)
• Transaction (e.g., incoming wires, cheques)
• Service notifications (e.g., payments pending approval)

Modify custom alerts:

Unlike standard alerts, the names of custom alerts are links. Click the link name of the custom alert you would like to modify, and it will open a modal window with a form very similar to the Create Alerts form mentioned above.

Share alerts:

You can choose to share alerts to your User Group or other User Groups. First, navigate to Reporting and then select Alerts in the sub-menu where you can view Alerts organized in a table format.

1. For a particular Alert, click the link in the ‘Share with’ column and a Share Alert window will display
2. Check to Send Email if you want to receive an email notification when this alert is published
3. Choose Yes to Share Alert via Email if you want to send an email notification to your user group and shared user group
4. Then highlight and move any or all User Groups available from the left box into the User Groups Assigned box on the right
5. Click the “Save” button to set up this modification or Cancel to close the window without saving

• Create or Modify Custom Alerts
• Message Centre