Advia Credit Union Quick & Easy Digital Banking Guide

First page Table of contents Next page Last page
Getting Started7
New User Enrollment7
Logging In9
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Account Summary Overview13
Account Details Overview14
Quick Transfer16
Account Grouping17
Editing a Group Name18
Deleting a Group18
Security19
Protecting Your Information19
General Guidelines19
Login ID and Password19
Fraud Prevention19
Security Preferences20
Change Password20
Change Login ID21
Secure Delivery22
Mobile Security Preferences23
Enabling Touch ID or Fingerprint Login23
Enabling Passcode Authentication24
Disabling Passcode Authentication, Touch ID or Fingerprint Login26
Alerts Overview27
Date Alerts28
Account Alerts29
History Alerts30
Online Transaction Alerts31
Security Alerts Overview32
Edit Delivery Preferences32
Secure Message Overview33
Sending a Secure Message34
Moving Money35
Transaction Types Overview35
Transfer Funds37
Make Payments39
Member to Member Transfer41
Linking Someone’s Advia Account41
Single Transfers Between Advia Accounts42
Send Money Initial Set Up43
Send Money45
Send Money History Overview47
Repeat a Send Money Transaction48
Receiving Funds with Send Money49
Recurring Transfers50
Online Activity Overview51
Using Filters52
Creating or Deleting Custom Views Using Favorites52
Canceling Transactions53
Bill Payment54
Payments Overview54
Create a Payee56
Schedule Payments58
Recurring Payments59
Edit or Cancel Payments60
Rush Delivery62
eBills64
Categories65
Services66
CardSwap66
Getting Started66
Overview68
Loan Skip Payment69
Stop Payment Request70
Debit Card Opt In73
Add CD, Checking, Savings Account74
Statements & Notices75
Reordering Checks76
Adding A Personal External Account77
Verifying A Personal External Account78
Settings79
Account Preferences79
Text Enrollment80
Themes82
Statement Delivery83
Updating Contact Information84
Branches85
Branches and ATMs85

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