How do I set up Alerts?
- Click the three vertical dots at the top of the page and select ‘Alerts’.
- Click the + sign in the lower right corner to get started.
- Choose your Alert type:
- Account Balance
- Goal Progress
- Specific Store Purchase
- Spending Target Exceeded
- Large Transaction
- Bill Reminder
- Enter the appropriate values as prompted (i.e., account, amount, percentage)
- Choose the Alert Option(s):
- Text Message
- All of your PFM alerts will appear on the Dashboard once they have been triggered.
- Click ‘SAVE’.
- Please keep in mind that there is often a slight delay between triggering an alert and receiving it, as we have to wait until a transaction is posted to send a related alert.
Trailhead Credit Union is a Portland-based, member-owned financial institution serving people who live or work in Multnomah County. We offer secure mobile banking, competitive checking accounts, and personalized support from a local team. Learn more about becoming a member here.