Stay on top of your accounts — including unusual activity — by setting up alerts.

 

As a small business owner, one of your responsibilities is managing your finances. Alerts can help you stay on top of your account activity without needing to sign on to your account or wait for a monthly statement1. Alerts can also help you spot unusual account activity, so you can notify us quickly if something’s not right.

 

How to set up alerts

First things first: Enroll in Wells Fargo Business Online® or download the Wells Fargo Mobile® app to your mobile phone to start setting up alerts.

Once you’ve enrolled, sign on to your account, go to the Manage Alerts page to check which alerts are available, and select those that are most helpful for your business. This list can be a good place to start.

 

Types of alerts

Account alerts provide timely updates on balances, account activity, and upcoming payments. For example, business update alerts offer a daily summary of your transactions, including withdrawals, charges, deposits, and more, to help you have a snapshot of your cash flow.

Credit card alerts help you monitor your spending, track unusual activity, and stay ahead of payment due dates to help you avoid missing a payment.

Wells Fargo monitors your accounts and will notify you when your contact information changes, username or password are updated, online access is blocked after multiple failed sign-on attempts, or we detect suspicious activity on your debit or credit card.

You can choose to receive alerts by push, text, or email, as available. While alerts won’t prevent fraud, they can help you spot unusual activity so you can address it right away.

Evaluate your cash flow to determine which types of alerts might be helpful to your business. To view the entire list of available alerts, sign on to the Wells Fargo Mobile app or Wells Fargo Business Online and click Manage Alerts.

 

Be in the know

Setting up alerts is as easy as one, two, three

  1. Sign on and go to Manage Alerts
  2. Select the alerts that are right for your business
  3. Choose how you want to receive them: email, text, or push notification

 

Sources: Wells Fargo Works for Small Business®, Wells Fargo Stories; “How to protect your business from COVID-19 fraud threats”

 

1Sign-up may be required. Availability may be affected by your mobile carrier’s coverage area. Your mobile carrier’s message and data rates may apply.