| Getting Started | 8 |
| New User Enrollment | 8 |
| Logging Off | 10 |
| Retrieving A Forgotten Login ID | 11 |
| Resetting A Forgotten Password | 12 |
| Home Page | 14 |
| Home Page Overview | 14 |
| Manual Accounts | 16 |
| Adding a Manual Account | 16 |
| Editing a Manual Account | 17 |
| Deleting a Manual Account | 18 |
| Account Details Overview | 19 |
| Quick Transfer | 21 |
| Account Nickname | 22 |
| Account Grouping | 23 |
| Editing a Group Name | 24 |
| Deleting a Group | 24 |
| Security | 25 |
| Protecting Your Information | 25 |
| General Guidelines | 25 |
| Login ID and Password | 25 |
| Fraud Prevention | 25 |
| Security Preferences | 26 |
| Change Password | 26 |
| Secure Delivery | 27 |
| Mobile Security Preferences | 28 |
| Enabling Touch ID or Fingerprint Login | 28 |
| Enabling Passcode Authentication | 30 |
| Enabling Face ID | 31 |
| Disabling Passcode Authentication, Touch ID, Fingerprint Login, or Face ID | 32 |
| Alerts Alerts Overview | 33 |
| Adding Account Alerts | 34 |
| Online Transaction Alerts | 35 |
| Security Alerts Overview | 36 |
| Editing Delivery Preferences | 36 |
| Enabling and Disabling Push Notifications | 37 |
| Secure Message Overview | 38 |
| Sending a Secure Message | 39 |
| Transaction Types | 40 |
| Moving Money Overview | 40 |
| Transactions | 42 |
| Funds Transfer | 42 |
| Loan/Card Payments | 44 |
| Member to Member Transfer | 46 |
| Linking Someone’s CEFCU Account | 46 |
| Single Transfers Between CEFCU Accounts | 47 |
| External Accounts | 48 |
| Activity Center Overview | 50 |
| Using Filters | 51 |
| Creating or Deleting Custom Views Using Favorites | 51 |
| Editing Transactions | 52 |
| Canceling Transactions | 53 |
| Integrated Bill Pay | 54 |
| Bill Pay Overview | 54 |
| Creating a Payee | 54 |
| Editing a Payee | 56 |
| Deleting a Payee | 57 |
| Making a Single Payment | 58 |
| Paying Multiple Bills | 59 |
| Payment Activity | 60 |
| Cancel a Scheduled Payment | 61 |
| Advanced Bill Pay | 62 |
| Payments Overview | 62 |
| Hiding or Unhiding Payees from Payment Screen | 64 |
| Hide a Payee | 64 |
| Unhide a Payee | 64 |
| Creating a Payee: Overview | 65 |
| Creating a Payee: Company | 66 |
| Creating a Payee: Person | 68 |
| Part 1 of 3: Choosing Payee and Payment Method | 68 |
| Part 2 of 3: Adding Payee Information | 69 |
| Part 3 of 3: Keyword (Email Only) and One-Time Activation Code | 70 |
| Editing a Payee | 71 |
| Deleting a Payee | 72 |
| Scheduling Payments | 73 |
| Rush Delivery | 74 |
| Recurring Payments | 76 |
| Editing Payments | 78 |
| Skipping Payments | 79 |
| Canceling Payments | 80 |
| Setting Up eBills | 81 |
| Editing an Account | 82 |
| Editing Personal Information | 83 |
| Editing Alerts | 84 |
| Categories | 85 |
| Editing a Category | 86 |
| Deleting a Category | 87 |
| Card Management | 88 |
| Activate New Card | 88 |
| Temporarily Disable Card | 89 |
| Card Controls | 90 |
| Card Alerts | 91 |
| Report Lost of Stolen Card | 92 |
| Frequently Asked Questions | 93 |
| Reorder Damaged Card | 94 |
| Reorder PIN | 95 |
| Rewards | 96 |
| Automated Fraud Alerts | 97 |
| Services | 98 |
| CardSwap | 98 |
| Getting Started | 98 |
| Overview | 100 |
| Biller Direct Overview | 101 |
| Adding a Company | 102 |
| Scheduling a Payment | 104 |
| Sending a Payment Manually | 105 |
| Enabling or Disabling Account Notifications | 106 |
| Changing a Company’s Payment Method | 107 |
| Unlink a Company | 108 |
| Adding or Changing a Payment Method | 109 |
| Deleting a Payment Method | 111 |
| Editing your Notifications | 112 |
| Checking Services Overview | 114 |
| Stop Payment: Single Check | 114 |
| Stop Payment: Multiple Checks | 116 |
| Stop Payment: ACH | 118 |
| View an Exisiting Stop Payment | 119 |
| Reordering Checks | 120 |
| Updating Contact Information | 121 |
| Apply for a Loan | 122 |
| Enroll in eStatements | 123 |
| View eStatements | 125 |
| Mobile Check Deposit | 126 |
| Online Budgeting Tools | 127 |
| Supporting Your Financial Plan | 127 |
| Online Banking Home Page | 128 |
| Your First Online Budgeting Tools Session | 129 |
| Linking an Account | 130 |
| Unlinking an Account | 131 |
| Categorizing Transactions | 132 |
| Splitting a Transaction | 133 |
| Report Widgets | 134 |
| Net Worth | 134 |
| Budget | 135 |
| Auto-generated Budgets | 136 |
| Budgets From Scratch | 136 |
| Editing or Deleting a Budget | 137 |
| Managing Budgets | 138 |
| Spending | 139 |
| Spending: Overview | 139 |
| Spending: Recategorizing a Transaction | 140 |
| Trends | 142 |
| Debts | 143 |
| Cash Flow | 144 |
| Adding a Suggested Cash Event | 145 |
| Creating Your Own Cash Event | 146 |
| Editing, Deleting or Skipping a Cash Event | 148 |
| Settings | 149 |
| Account Preferences | 149 |
| Apple Watch | 150 |
| Apple Watch Setup | 150 |
| Viewing Balances and Transactions | 150 |
| Themes and Languages | 151 |
| Accessibility | 152 |
| Locations | 153 |
| Branches and ATMs | 153 |