CEFCU On-Line & CEFCU Bill Pay

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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

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