Andrews Federal Credit Union Digital Banking User Guide

Getting Started9
New User Enrollment9
Logging In11
Logging Off11
Resetting a Forgotten Password12
Home Page14
Home Page Overview14
Account Summary Overview16
Account Details Overview17
Quick Transfer19
Account Nickname20
Details & Settings21
Account Grouping22
Editing a Group Name23
Deleting a Group23
Security24
Protecting Your Information24
General Guidelines24
Login ID and Password24
Fraud Prevention25
Security Preferences26
Change Password26
Change Login ID27
Secure Delivery28
Mobile Security Preferences29
Enabling Touch ID or Fingerprint Login29
Enabling Passcode Authentication31
Enabling Face ID32
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login33
Apple® Watch34
Apple® Watch Setup34
Viewing Balances and Transactions34
Alerts Overview35
Account Alerts36
History Alerts37
Online Transaction Alerts38
Reminders39
Security Alerts Overview40
Editing Delivery Preferences40
Enabling and Disabling Push Notifications41
Secure Message Overview42
Sending a Secure Message43
Transactions44
My Accounts44
Other Member46
Linking Someone’s Andrews Federal Credit Union Account46
Single Transfers Between Andrews Federal Credit Union Accounts47
Send Money with Zelle® Setup48
Initial Setup48
Adding a Recipient49
Send Money with Zelle®50
Request Money with Zelle®52
Zelle® Settings54
Adding a Personal External Account55
Manage External Transfer Accounts56
Nickname External Transfer Accounts56
Remove External Transfer Accounts57
Loan Payments58
Loan Payments60
Online Activity Overview62
Using Filters63
Creating or Deleting Custom Views Using Favorites64
Editing Transactions65
Canceling Transactions66
Open an Account67
Open an Account67
Apply for a Loan69
Borrow Money69
Cash to Go Loan73
Account Services76
Stop Payment Request76
Single Check76
Multiple Checks77
View Statements78
Reordering Checks79
Privilege Pay80
Mobile Deposits81
Loan Services82
Skip a Payment82
Loan Payoff Calculator83
Card Services84
Card Management84
Card Management Overview84
Order a Replacement Card85
Card Alerts86
Card Alerts Registration86
Creating a New Control88
Balance Transfers90
Credit Line Adjustment91
Travel Notifications92
Authorize User Request93
Dispute a Transaction94
eStatements95
Lost /Stolen/Fraud96
Update PIN97
Debit Card Dispute Transaction98
Debit Card Set Debit Limits99
Debit Card Update Your PIN100
Card Rewards101
Register101
CardSwap102
Getting Started102
Overview104
Direct Deposits105
Manual Switch105
Switch Assist107
Recurring Payments110
Manual Switch110
Switch Assist111
Existing Switches113
Settings114
Address/Contact Info114
Account Preferences115
Text Banking Enrollment116
Themes and Languages118
Accessibility119
Quick Balance120
To Enable Quick Balance120
To Use Quick Balance121
Branches and ATMs122
Financial Tools123
Initial Setup123
Tagging Transactions125
Splitting a Transaction127
Financial Tools Dashboard129
Spending by Category130
Budget132
Adding Budgets133
Managing Budgets134
Add a Budget Alert136
Cashflow Overview137
Add a Bill or Income138
Net Worth139
Add an Unlinked Asset or Debt140
Goals141
Adding Goals142
Save for Goals142
Pay Off Goals143
Add a Goal Alert144
Managing Goals145
US Bill Pay146
Payments Overview146
Hiding or Unhiding Payees from Payment Screen147
Creating a Payee Overview148
Creating a Payee: Company149
Creating a Payee: Person151
Part 1 of 3: Choosing Payee and Payment Method151
Part 2 of 3: Adding Payee Information152
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code153
Editing a Payee154
Deleting a Payee155
Scheduling Payments156
Recurring Payments157
Editing Payments158
Skipping Payments159
Canceling Payments160
Setting Up eBills161
Adding an Account162
Editing an Account163
Deleting an Account164
Editing Personal Information165
Editing Alerts166
Categories167
Editing a Category168
Deleting a Category169
Euro Bill Pay170
Adding a Beneficiary170
Deleting a Beneficiary171
Making a Payment172
Deleting a Pending Payment174
IBAN Validator175

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