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
Home Page	13
Home Page Overview	13
Account Summary Overview	15
Mobile Thumb Bar	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
User ID and Password	24
Fraud Prevention	24
Security Preferences	25
Change Password	25
Change Login ID	26
Secure Delivery	27
Mobile Security Preferences	28
Enabling Touch ID or Fingerprint Login	28
Disabling Touch ID or Fingerprint Login	30
Enabling Face ID	31
Alerts Overview	32
Account Alerts	33
History Alerts	34
Online Transaction Alerts	35
Reminder	36
Secure Message Overview	37
Sending a Secure Message	38
Transaction Types	39
Moving Money Overview	39
Transactions	41
Funds Transfer	41
Loan Payments	43
Member to Member Transfer	45
Linking Someone’s CCCU Account	45
Single Transfers Between CCCU Accounts	46
Send Money with Zelle® Setup	47
Initial Setup	47
Adding a Recipient	48
Editing a Recipient	49
Send Money with Zelle®	50
Request Money with Zelle®	52
Split Payment with Zelle®	54
Cancel a Zelle® Transaction	56
Zelle® Settings	57
Adding A Personal External Account	58
Verifying A Personal External Account	59
Deposit Check	60
Activity Center Overview	61
Using Filters	62
Creating or Deleting Custom Views Using Favorites	62
Editing Transactions	63
Canceling Transactions	64
Bill Pay	65
Bill Pay Overview	65
Hiding or Unhiding Payees from Payment Screen	67
Hide a Payee	67
Unhide a Payee	67
Creating a Payee Overview	68
Creating a Payee: Company	69
For a Known Payee	70
For an Unknown Payee	71
Creating a Payee: Person	72
Part 1 of 3: Choosing Payee and Payment Method	72
Part 2 of 3: Adding Payee Information	73
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	74
Editing a Payee	75
Deleting a Payee	76
Scheduling Payments	77
Rush Delivery	78
Recurring Payments	80
Editing Payments	82
Skipping Payments	84
Deleting Payments	85
Setting Up eBills	86
Adding an Account	87
Editing an Account	88
Deleting an Account	89
Editing Alerts	90
Categories	91
Editing a Category	92
Deleting a Category	93
Personal Financial Management	94
Initial Setup	94
Linking an Account	94
Unlinking an Account	95
Categorizing Transactions	96
Splitting a Transaction	97
Online Banking Home Page	98
Spending Overview	99
Spending: Recategorizing a Transaction	100
Budgets Overview	102
Auto-generated Budgets	103
Budgets From Scratch	103
Editing or Deleting a Budget	104
Managing Budgets	105
Trends Overview	106
Cash Flow Overview	107
Adding a Suggested Cash Event	108
Creating Your Own Cash Event	109
Editing, Deleting or Skipping a Cash Event	111
Net Worth Overview	112
Debts Overview	113
Services	114
Stop Payment Request	114
Single Check	114
Multiple Checks	115
Reordering Checks	116
CardSwap	117
Getting Started	117
Overview	119
Card Replacement	120
Biller Direct	121
Home Page Overview	121
Adding a Company	122
Scheduling a Payment	124
Sending a Payment Manually	125
Enabling or Disabling Account Notifications	126
Changing a Company’s Payment Method	127
Unlink a Company	128
Adding or Changing a Payment Method	129
Deleting a Payment Method	131
Editing your Notifications	132
Settings	134
Account Preferences	134
Manage Contact Info	135
Text Enrollment	136
Statement Delivery	138
Themes	139
Accessibility	140
Quick Balance	141
To Enable Quick Balance	141
To Use Quick Balance	142
Locations	143
Branches and ATMs	143

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