Austin Telco Federal Credit Union Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Account Details Overview	15
Funds Transfer	17
Account Nickname	18
Details & Settings	19
Manage Accounts	20
Overview	20
Manual Accounts	21
Adding a Manual Account	21
Editing a Manual Account	22
Deleting a Manual Account	23
Financial Tools Initial Setup	24
Enrolling in Financial Tools	24
Linking an Account	25
Unlinking an Account	26
Categorizing Transactions	27
Splitting a Transaction	28
Security	29
Protecting Your Information	29
General Guidelines	29
Login ID and Password	29
Fraud Prevention	29
Security Preferences	30
Change Password	30
Change Login ID	31
Secure Delivery	32
Mobile Security Preferences	33
Enabling Touch ID, Biometrics, and Fingerprint Login	33
Enabling Passcode Authentication	35
Disabling Passcode Authentication, Touch ID, Fingerprint or Biometrics	36
Apple® Watch	37
Apple® Watch Setup	37
Viewing Balances and Transactions	37
Alerts Overview	38
Account Alerts	39
History Alerts	40
Online Transaction Alerts	41
Enabling and Disabling Push Notifications	42
Secure Message Overview	43
Sending a Secure Message	44
Transfers and Payments	45
Transfer Money	45
Member to Member Transfer	47
Instant Pay	48
Desktop	48
Mobile App	49
Add a Personal External Transfer Account	50
Instant Verification	50
Micro-Deposits	51
Verify an External Transfer Account with Micro-Deposits	52
Manage External Transfer Accounts	54
Nickname External Transfer Accounts	54
Remove External Transfer Accounts	55
Loan Payments	56
Activity Center Overview	58
Using Filters	59
Creating or Deleting Custom Views Using Favorites	60
Editing Transactions	61
Canceling Transactions	62
Services	63
Stop Payment Request	63
Single Check	63
Multiple Checks	64
Statement Delivery	65
Statements	66
Check Reorder	67
Credit Score and Report	68
Quick Balance	69
To Enable Quick Balance	69
To Use Quick Balance	70
ClickSWITCH	71
Direct Deposits	71
Manual Switch	71
Card Management	73
Card Management	73
Activating a Card	73
Enabling or Disabling a Card	74
Travel Notifications	75
Card Details	77
Report Card Lost or Stolen	78
Card Controls	79
Request a New Card	80
Change PIN	81
Set Card Limits	82
Alerts	83
Settings	84
Change of Address	84
Languages and Themes	85
Accessibility	86
Locations	87
Branches and ATMs	87
Bill Pay	88
Advanced Bill Pay Overview	88
Hiding or Unhiding Payees from Payment Screen	90
Hide a Payee	90
Unhide a Payee	90
Creating a Payee Overview	91
Creating a Payee: Company	92
For a Known Payee	93
For an Unknown Payee	94
Editing a Payee	95
Deleting a Payee	96
Scheduling Payments	97
Recurring Payments	98
Editing Payments	100
Skipping Payments	102
Deleting Payments	103
Setting Up eBills	104
Adding an Account	105
Editing an Account	106
Deleting an Account	107
Editing Alerts	108
Categories	109
Editing a Category	110
Deleting a Category	111
Financial Tools	112
Online Banking Home Page	112
Spending Overview	113
Spending: Transaction Details	114
Spending: Recategorizing a Transaction	115
Spending: Tagging a Transaction	117
Spending: Splitting a Transaction	118
Budgets Overview	119
Auto-generated Budgets	120
Budgets From Scratch	120
Editing or Deleting a Budget	121
Editing or Deleting a Sub-Budget	123
Trends Overview	124
Cash Flow Overview	125
Adding an Expense	126
Adding Income	127
Editing, Deleting or Skipping a Cash Event	128
Net Worth Overview	129
Debts Overview	130
Edit APR Interest and Minimum Payment	131
Extra Payments	132

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