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Alerts


We made it easy to adjust the frequency of the types of alerts you’d prefer to be getting. To do so, sign into the Dashboard, go to the “Manage Account” menu selection on the left-hand side, and scroll to the FINANCIAL INFORMATION section. Click the pencil “edit” icon on any account you are monitoring and you will be brought to the ACCOUNT ALERT PREFERENCES Screen.

  • IdentityForce sends alerts based on four types of transactions [purchases, withdrawals, transfers, and duplicates] – each can be turned on or off individually in Alert Preferences.
  • Within Account Alert Preferences, you can also set limits for each type of transaction [i.e. Alert me if a purchase is over $300]. To reduce the number of alerts, raise the alert setting [i.e. Alert me if a purchase if over $500 or $1000, etc.]
  • You can also reduce the number of financial accounts monitored by removing accounts in Alert Preferences.

IdentityForce provides you with the flexibility on the ACCOUNT ALERT PREFERENCES Screen to apply the same custom threshold across all your accounts, or you may personalize each account with its own threshold.

Some alerts are more urgent than others, and may require different actions for you to take. That’s why every alert you get also includes What Should I Do? which recommends next steps for you to take. So you’ll always know where your time and attention should be spent.