Austin Telco 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 Details Overview	15
Quick Transfer	17
Account Nickname	18
Details & Settings	19
Manage Accounts	20
Overview	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	27
Enabling Face ID	28
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	29
Apple® Watch	30
Apple® Watch Setup	30
Viewing Balances and Transactions	30
Alerts Overview	31
Account Alerts	32
History Alerts	33
Online Transaction Alerts	34
Reminders	35
Enabling and Disabling Push Notifications	36
Secure Message Overview	37
Sending a Secure Message	38
Transfers and Payments	39
Transfer Money	39
Member to Member Transfer	41
Linking Someone’s Austin Telco Account	41
Single Transfers Between Austin Telco Accounts	43
Add a Personal External Transfer Account	45
Instant Verification	45
Micro-Deposits	46
Verify an External Transfer Account with Micro-Deposits	47
Manage External Transfer Accounts	49
Nickname External Transfer Accounts	49
Remove External Transfer Accounts	50
Loan Payments	51
Transactions	53
Recipient Overview	53
Adding a Recipient - Part 1 of 4: Recipient Details	54
Adding a Recipient - Part 2 of 4: Beneficiary FI Details	55
Adding a Recipient - Part 3 of 4: Intermediary FI Details	56
Adding a Recipient - Part 4 of 4: Recipient Account Details	57
Editing a Recipient	58
Editing a Recipient’s Templates	59
Deleting a Recipient	60
Wire Transfer Template Overview	61
Creating a Template	62
Domestic Wire	62
Sending a Single Payment	64
Domestic Wire	64
Activity Center Overview	66
Using Filters	67
Creating or Deleting Custom Views Using Favorites	68
Editing Transactions	69
Canceling Transactions	70
Services	71
Stop Payment Request	71
Single Check	71
Multiple Checks	72
Statement Delivery	73
Statements	74
Check Reorder	75
Credit Score and Report	76
Card Swap	77
Getting Started	77
Overview	79
Quick Balance	80
To Enable Quick Balance	80
To Use Quick Balance	81
ClickSWITCH	82
Direct Deposits	82
Manual Switch	82
Switch Assist	84
Recurring Payments	87
Manual Switch	87
Switch Assist	88
Existing Switches	90
Card Management	91
Card Management	91
Activating a Card	91
Disabling or Enabling a Card	92
Travel Notifications	93
Card Details	95
Report Card Lost or Stolen	96
Card Controls	97
Request a New Card	98
Reorder PIN	99
Settings	100
Change of Address	100
Languages and Themes	101
Accessibility	102
Locations	103
Branches and ATMs	103
Financial Tools	104
Initial Setup	104
Linking an Account	104
Unlinking an Account	105
Categorizing Transactions	106
Splitting a Transaction	107
Online Banking Home Page	108
Spending Overview	109
Spending: Recategorizing a Transaction	110
Budgets Overview	112
Auto-generated Budgets	113
Budgets From Scratch	113
Editing or Deleting a Budget	114
Managing Budgets	115
Trends Overview	116
Cash Flow Overview	117
Adding a Suggested Cash Event	118
Creating Your Own Cash Event	119
Editing, Deleting or Skipping a Cash Event	121
Net Worth Overview	122
Debts Overview	123
Bill Pay	124
Advanced Bill Pay Overview	124
Hiding or Unhiding Payees from Payment Screen	126
Hide a Payee	126
Unhide a Payee	126
Creating a Payee Overview	127
Creating a Payee: Company	128
For a Known Payee	129
For an Unknown Payee	130
Creating a Payee: Person	131
Part 1 of 2: Choosing Payee and Payment Method	131
Part 2 of 2: Adding Payee Information	132
Editing a Payee	133
Deleting a Payee	134
Scheduling Payments	135
Recurring Payments	136
Editing Payments	138
Skipping Payments	140
Deleting Payments	141
Setting Up eBills	142
Adding an Account	143
Editing an Account	144
Deleting an Account	145
Editing Alerts	146
Categories	147
Editing a Category	148
Deleting a Category	149
GiftPay Overview	150
Creating a Recipient: Gift Check	151
Creating a Recipient: Donation	153
Sending a Gift	155
Sending a Donation	157
Editing a Gift or Donation Recipient	159
Deleting a Gift or Donation Recipient	160
Editing a Pending Gift or Donation	162
Deleting a Pending Gift or Donation	164

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