Account Holds

The Advanced Search page, accessed from the Transaction Activity page, can be used to list summary data for each item currently being held for an account. You may access this page for any of your accounts, as described in the Accessing Account Hold Data section.

Depending on the options set up by your financial institution, the Advanced Search page displays balance data for the identified account and for any related accounts. These accounts represent your other accounts that are linked to the identified account for overdraft protection or sweep purposes. For example, you may request a sweep account set up at your financial institution with funds that are automatically managed between one of your primary cash accounts and your secondary cash or investment accounts.

If multiple pages of held items are listed, use the page controls at the bottom of the page to move backward or forward between pages, enter a specific page to display, or change the number of held items listed on each page.

On the Advanced Search page, you may also print account hold data, as described in the Printing Account Hold Data section:

To access account hold data for one of your accounts:

  1. Click the Accounts tab at the top of any online banking page to go to the Accounts Overview page.

  2. On the Accounts Overview page, click the account nickname listed for an account in the Account Name column. The Transaction Activity page displays for the selected account.

  3. Click the Advanced Search tab. The Advanced Search page displays.

  4. Select Hold Only from the Status dropdown.

  5. Click Search. The check holds are listed at the bottom of the page. If applicable, use the page controls to navigate between pages.

  1. Click the Print icon at the top or bottom of the page to print the list of account holds.

  2. On your workstation’s print menu, make the appropriate selections and click Print.

  3. To print details for a specific account hold:

    1. Click on the account hold link in the Description column.

    2. Click the Print icon on the Hold Transaction Details pop-up.

    3. On your workstation’s print menu, make the appropriate selections and click Print.

    4. Click Close in the Hold Transaction Details pop-up.