Advia Credit Union Quick & Easy Digital Banking Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	9
Logging Off	9
Resetting A Forgotten Password	10
Home Page	12
Home Page Overview	12
Debt Summary Overview	14
Account Details Overview	15
Quick Transfer	17
Nickname Account	18
Account Grouping	19
Editing a Group Name	20
Deleting a Group	20
Security	21
Protecting Your Information	21
General Guidelines	21
Login ID and Password	21
Fraud Prevention	21
Security Preferences	22
Change Password	22
Change Login ID	23
Secure Delivery	24
Mobile Security Preferences	25
Enabling Touch ID or Fingerprint Login	25
Enabling Passcode Authentication	26
Disabling Passcode Authentication, Touch ID or Fingerprint Login	28
Alerts Overview	29
Date Alerts	30
Account Alerts	31
History Alerts	32
Online Transaction Alerts	33
Security Alerts Overview	34
Edit Delivery Preferences	34
Secure Message Overview	35
Sending a Secure Message	36
Moving Money	37
Transaction Types Overview	37
Transfer Funds	39
Make Payments	41
Member to Member Transfer	43
Linking Someone’s Advia Account	43
Single Transfers Between Advia Accounts	44
Send Money (P2P) Initial Set Up	45
Send Money (P2P)	47
Send Money (P2P) History Overview	49
Repeat a Send Money (P2P) Transaction	50
Receiving Funds with Send Money (P2P)	51
Recurring Transfers	52
Online Activity Overview	53
Using Filters	54
Creating or Deleting Custom Views Using Favorites	54
Editing Transactions	55
Canceling Transactions	56
Bill Payment	57
Payments Overview	57
Create a Payee	59
Schedule Payments	61
Recurring Payments	62
Edit or Cancel Payments	63
Rush Delivery	65
eBills	67
Categories	68
Personal Financial Management	69
Initial Setup	69
Linking an Account	69
Categorizing Transactions	70
Splitting a Transaction	71
Online Banking Home Page	72
Net Worth Overview	73
Budgets Overview	74
Editing or Deleting a Budget	75
Managing Budgets	76
Spending Overview	77
Spending: Recategorizing a Transaction	78
Trends Overview	80
Debts Overview	81
Services	82
CardSwap	82
Getting Started	82
Overview	84
Loan Skip Payment	85
Stop Payment Request	86
Single Check	86
Multiple Checks	87
Debit Card Opt In	88
Add CD, Checking, Savings Account	89
Statements & Notices	90
Reordering Checks	91
Overdraft Protection	92
Adding A Personal External Account	93
Verifying A Personal External Account	94
Settings	95
Account Preferences	95
Text Enrollment	96
Themes	98
Statement Preferences	99
Updating Contact Information	100
Accessibility	101
Branches	102
Branches and ATMs	102
Mobile	103
Apple Watch	103
Apple Watch Setup	103
Viewing Transactions	103

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