CCCU: Online Banking Guide Member Accounts

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
Retrieving a Forgotten Username	13
Home	14
Home Page Overview	14
Account Details Overview	15
Quick 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 or Fingerprint Login	33
Enabling Passcode Authentication	35
Enabling Face ID	36
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	37
Alerts Overview	38
Account Alerts	39
History Alerts	40
Online Transaction Alerts	41
Security Alerts Overview	42
Editing Delivery Preferences	42
Enabling and Disabling Push Notifications	43
Secure Message Overview	44
Sending a Secure Message	45
Transactions	46
Funds Transfer	46
Loan Payments	48
Member to Member Transfer	50
Linking Someone’s CCCU Account	50
Single Transfers Between CCCU Accounts	51
Send Money with Zelle® Setup	52
Initial Setup	52
Adding a Recipient	53
Editing a Recipient	54
Send Money with Zelle®	55
Request Money with Zelle®	57
Split Payment with Zelle®	59
Cancel a Zelle® Transaction	61
Zelle® Settings	62
Add a Personal External Transfer Account	63
Instant Verification	63
Verify an External Transfer Account with Micro-Deposits	64
Manage External Transfer Accounts	66
Nickname External Transfer Accounts	66
Remove External Transfer Accounts	67
Mobile Deposits	68
Recent Activity Overview	69
Using Filters	70
Creating or Deleting Custom Views Using Favorites	71
Editing Transactions	72
Canceling Transactions	73
Card Management	74
Card Controls	74
Activate Card	74
Disabling or a Card	75
Enabling a Card	76
Replace Card	77
Close Card	78
Card Controls	79
Balance Transfer	81
Card Alerts	83
Travel Notifications	85
Services	86
Card Order	86
CardSwap	88
Getting Started	88
Overview	90
Card Rewards	91
Check Order	92
Statements & Documents	93
Delivery Preferences	93
View Documents	94
Stop Payment Request	95
Single Check	95
Multiple Checks	96
Quick Balance	97
To Enable Quick Balance	97
To Use Quick Balance	98
Settings	99
Account Preferences	99
Updating Personal Information	100
Text Enrollment	101
Themes and Languages	103
Accessibility	104
Locations	105
Branches and ATMs	105
Financial Tools	106
Financial Tools Overview	106
Spending Overview	107
Spending: Recategorizing a Transaction	108
Budgets Overview	110
Auto-generated Budgets	111
Budgets From Scratch	111
Editing or Deleting a Budget	112
Managing Budgets	113
Trends Overview	114
Cash Flow Overview	115
Adding a Suggested Cash Event	116
Creating Your Own Cash Event	117
Editing, Deleting or Skipping a Cash Event	119
Net Worth Overview	120
Debts Overview	121
Bill Pay	122
Bill Pay Overview	122
Hiding or Unhiding Payees from Payment Screen	123
Hide a Payee	123
Unhide a Payee	123
Creating a Payee Overview	124
Creating a Payee: Company	125
For a Known Payee	126
For an Unknown Payee	127
Creating a Payee: Person	128
Part 1 of 3: Choosing Payee and Payment Method	128
Part 2 of 3: Adding Payee Information	129
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	130
Editing a Payee	131
Deleting a Payee	132
Scheduling Payments	133
Rush Delivery	134
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

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