Online banking alerts

Patelco has tools to help you stay on top of your finances.

Want to get alerted when your balance is low or when a transaction clears? Set up customizable alerts today with Patelco Online^™ or the Patelco Mobile App.

How to set up banking alerts

It’s easy to get started

1. Log in to Patelco Online^™ or the Mobile App
2. Select MORE, then Tools and Settings and Alerts
3. Choose the type of alert you’d like to receive: Email, push notifications from the Mobile App, or text alerts.
4. Tap on the alert you want to set up by turning it on and select SAVE.

Receive alerts via text message

If you want to get custom alerts via text message, be sure to verify your mobile number first.

How to verify your mobile number

1. Log in to Patelco Online^™
2. Select your name in the upper right
3. Select Settings
4. Select the Contact tab
5. Next to Mobile, select Edit
6. If your mobile number is not confirmed, you’ll see a message to confirm it
7. Make sure that the box is checked next to “I would like to receive SMS text messages to this number” (to confirm your number, select Send a code via text)
8. Follow the on-screen instructions, and then enter your code
9. After entering your code, select Verify
10. You’ll receive a second code — enter that code in the box
11. Select Confirm Code
12. Select Save Changes

Once your mobile number is confirmed, you can opt in to text message alerts about your accounts.

1. Select your name (or the down arrow) in the upper right
2. Choose Settings
3. Select the Notifications tab