Andrews Federal Credit Union Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Logging In	11
Logging Off	11
Resetting a Forgotten Password	12
Home Page	14
Home Page Overview	14
Account Summary Overview	16
Account Details Overview	17
Quick Transfer	19
Account Nickname	20
Details & Settings	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Login ID and Password	24
Fraud Prevention	25
Security Preferences	26
Change Password	26
Change Login ID	27
Secure Delivery	28
Mobile Security Preferences	29
Enabling Touch ID or Fingerprint Login	29
Enabling Passcode Authentication	31
Enabling Face ID	32
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	33
Apple® Watch	34
Apple® Watch Setup	34
Viewing Balances and Transactions	34
Alerts Overview	35
Account Alerts	36
History Alerts	37
Online Transaction Alerts	38
Reminders	39
Security Alerts Overview	40
Editing Delivery Preferences	40
Enabling and Disabling Push Notifications	41
Secure Message Overview	42
Sending a Secure Message	43
Transactions	44
My Accounts	44
Other Member	46
Linking Someone’s Andrews Federal Credit Union Account	46
Single Transfers Between Andrews Federal Credit Union Accounts	47
Send Money with Zelle® Setup	48
Initial Setup	48
Adding a Recipient	49
Send Money with Zelle®	50
Request Money with Zelle®	52
Zelle® Settings	54
Adding a Personal External Account	55
Manage External Transfer Accounts	56
Nickname External Transfer Accounts	56
Remove External Transfer Accounts	57
Loan Payments	58
Loan Payments	60
Online Activity Overview	62
Using Filters	63
Creating or Deleting Custom Views Using Favorites	64
Editing Transactions	65
Canceling Transactions	66
Open an Account	67
Open an Account	67
Apply for a Loan	69
Borrow Money	69
Cash to Go Loan	73
Account Services	76
Stop Payment Request	76
Single Check	76
Multiple Checks	77
View Statements	78
Reordering Checks	79
Privilege Pay	80
Mobile Deposits	81
Loan Services	82
Skip a Payment	82
Loan Payoff Calculator	83
Card Services	84
Card Management	84
Card Management Overview	84
Order a Replacement Card	85
Card Alerts	86
Card Alerts Registration	86
Creating a New Control	88
Balance Transfers	90
Credit Line Adjustment	91
Travel Notifications	92
Authorize User Request	93
Dispute a Transaction	94
eStatements	95
Lost /Stolen/Fraud	96
Update PIN	97
Debit Card Dispute Transaction	98
Debit Card Set Debit Limits	99
Debit Card Update Your PIN	100
Card Rewards	101
Register	101
CardSwap	102
Getting Started	102
Overview	104
Direct Deposits	105
Manual Switch	105
Switch Assist	107
Recurring Payments	110
Manual Switch	110
Switch Assist	111
Existing Switches	113
Settings	114
Address/Contact Info	114
Account Preferences	115
Text Banking Enrollment	116
Themes and Languages	118
Accessibility	119
Quick Balance	120
To Enable Quick Balance	120
To Use Quick Balance	121
Branches and ATMs	122
Financial Tools	123
Initial Setup	123
Tagging Transactions	125
Splitting a Transaction	127
Financial Tools Dashboard	129
Spending by Category	130
Budget	132
Adding Budgets	133
Managing Budgets	134
Add a Budget Alert	136
Cashflow Overview	137
Add a Bill or Income	138
Net Worth	139
Add an Unlinked Asset or Debt	140
Goals	141
Adding Goals	142
Save for Goals	142
Pay Off Goals	143
Add a Goal Alert	144
Managing Goals	145
US Bill Pay	146
Payments Overview	146
Hiding or Unhiding Payees from Payment Screen	147
Creating a Payee Overview	148
Creating a Payee: Company	149
Creating a Payee: Person	151
Part 1 of 3: Choosing Payee and Payment Method	151
Part 2 of 3: Adding Payee Information	152
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code	153
Editing a Payee	154
Deleting a Payee	155
Scheduling Payments	156
Recurring Payments	157
Editing Payments	158
Skipping Payments	159
Canceling Payments	160
Setting Up eBills	161
Adding an Account	162
Editing an Account	163
Deleting an Account	164
Editing Personal Information	165
Editing Alerts	166
Categories	167
Editing a Category	168
Deleting a Category	169
Euro Bill Pay	170
Adding a Beneficiary	170
Deleting a Beneficiary	171
Making a Payment	172
Deleting a Pending Payment	174
IBAN Validator	175

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