CEFCU On-Line & CEFCU Bill Pay

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 Login ID	13
Accounts	14
Home Page Overview	14
Account Details Overview	16
Quick Transfer	18
Account Nickname	19
Details & Settings	20
Manage Accounts	21
Overview	21
Manual Accounts	22
Adding a Manual Account	22
Editing a Manual Account	23
Deleting a Manual Account	24
Online Budgeting Tools	25
Supporting Your Financial Plan	25
Online Budgeting Tools Initial Setup	26
Enrolling in Online Budgeting Tools	26
Your First Online Budgeting Tools Session	27
Linking an Account	28
Unlinking an Account	29
Categorizing Transactions	30
Splitting a Transaction	31
Online Banking Home Page	32
Spending Overview	33
Spending: Transaction Details	34
Spending: Recategorizing a Transaction	35
Spending: Tagging a Transaction	37
Spending: Splitting a Transaction	38
Budgets Overview	39
Auto-generated Budgets	40
Budgets From Scratch	40
Editing or Deleting a Budget	41
Editing or Deleting a Sub-Budget	43
Trends Overview	44
Cash Flow Overview	45
Adding an Expense	46
Adding Income	47
Editing, Deleting or Skipping a Cash Event	48
Net Worth Overview	49
Debts Overview	50
Edit Annual Percentage Rate (APR) and Minimum Payment	51
Extra Payments	53
Security	54
Protecting Your Information	54
General Guidelines	54
Login ID and Password	54
Fraud Prevention	54
Security Preferences	55
Change Password	55
Secure Delivery	56
Mobile Security Preferences	57
Enabling Biometrics	57
Enabling Passcode Authentication	59
Enabling Face ID	60
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	61
Alerts Overview	62
Online Transaction Alerts	63
Security Alerts Overview	64
Editing Delivery Preferences	64
Enabling and Disabling Push Notifications	65
Secure Message Overview	66
Sending a Secure Message	67
Transactions	68
Funds Transfer	68
Loan Payments	70
Member to Member	72
Linking Someone’s CEFCU Account	72
Single Transfers Between CEFCU Accounts	73
Adding a Personal External Account Using Micro Deposits	74
Verifying a Personal External Account	76
Add a Personal External Transfer Account Using Instant Verification	77
Manage External Transfer Accounts	78
Nickname External Transfer Accounts	78
Remove External Transfer Accounts	79
Activity Center Overview	80
Using Filters	81
Creating or Deleting Custom Views Using Favorites	82
Editing Transactions	83
Canceling Transactions	84
Integrated Bill Pay	85
Bill Pay Overview	85
Creating a Payee	85
Editing a Payee	87
Deleting a Payee	88
Making a Single Payment	89
Paying Multiple Bills	90
Payment Activity	91
Cancel a Scheduled Payment	92
Advanced Bill Pay	93
Payments Overview	93
Hiding or Unhiding Payees from Payment Screen	95
Hide a Payee	95
Unhide a Payee	95
Creating a Payee: Overview	96
Creating a Payee: Company	97
Creating a Payee: Person	99
Part 1 of 3: Choosing Payee and Payment Method	99
Part 2 of 3: Adding Payee Information	100
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code	101
Editing a Payee	102
Deleting a Payee	103
Scheduling Payments	104
Recurring Payments	105
Editing Payments	107
Skipping Payments	108
Canceling Payments	109
Setting Up eBills	110
Editing an Account	111
Editing Personal Information	112
Editing Alerts	113
Categories	114
Editing a Category	115
Deleting a Category	116
Card Management	117
Activate New Card	117
Temporarily Disable Card	118
Card Controls	119
Card Alerts	120
Report Lost or Stolen Card	121
Frequently Asked Questions	122
Reorder Damaged Card	123
Reorder PIN	124
Rewards	125
Automated Fraud Alerts	126
Services	127
Checking Services Overview	127
Stop Payment: Single Check	127
Stop Payment: Multiple Checks	129
Stop Payment: ACH	131
View an Existing Stop Payment	132
Reordering Checks	133
Mobile Deposits	134
Update Contact Info	135
Apply for a Loan	136
Statements	137
Enroll in eStatements	137
View eStatements	139
Settings	140
Apple Watch®	140
Apple Watch® Setup	140
Viewing Balances and Transactions	140
Themes and Languages	141
Accessibility	142
Locations	143
Branches and ATMs	143

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