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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