Accounts & Transactions
Explore features offered in this category.
View the customer’s recent transactions to help troubleshoot potential issues.
View Account Details
View the same accounts, transactions, messages, notifications, and all other account-related information your users see.
View and Manage User Account Status From the Core
Detect if a user is locked out, needs their password reset, or is dormant, and help reset their password or account as a whole to regain access.
Accountholders can quickly and securely self-serve to get digital access to their accounts.
Account Opening SSOs
Integrations with Meridian Link and SymApp provide ways for users to open new accounts.
Change Internal Loan Transfer Type
Ability for users to view, create, and revise off-cycle and automatic loan transfers.
Connect External Accounts
Powered by Finicity, users can link to their third-party financial accounts to view their balances and recent transactions right within the Banno app.Coming Soon
Extended Account Information
Users can review and understand more about their accounts with additional details.
Hide / Show Accounts
Users can hide or show their accounts from within settings.
Users can customize the order in which their accounts display.
Accountholders can quickly and securely self-serve to get digital access to their accounts. Add age restrictions to prevent young users from enrolling.
Set Account Nickname
Users can personalize their accounts by giving them unique names.
Show Closed and Paid Off Accounts
Users can understand at a glance their accounts’ standing.
Balance and summary information for DDA/share, credit, and loan accounts.
Users can see holds on previous payments to understand their current and available balances in their accounts.Coming Soon
Attach Images of Receipts
Users can easily track their expenses and provide images for their record keeping.
Export transaction data for a range of dates in a variety of formats.
Search for Transactions
Dynamic search that filters transactions as the user types.
Users can tag their transactions to make organizing and searching for them easier.
Users' digital banking apps can automatically categorize transactions and generate more readable names, whether they are for accounts with their financial institution or external accounts.Coming Soon