Community First Credit Union: A Quick & Easy Guide to Personal Online Banking

Getting Started7
New User Enrollment7
Logging In9
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Asset Summary Overview13
Account Details Overview14
Quick Transfer16
Account Grouping17
Editing a Group Name18
Deleting a Group18
Security19
Protecting Your Information19
General Guidelines19
User ID and Password19
Fraud Prevention19
Security Preferences20
Change Password20
Change User ID21
Secure Access Code Delivery22
Mobile Security Preferences23
Enabling Touch ID or Fingerprint Login23
Enabling Passcode Authentication25
Disabling Passcode Authentication, Touch ID or Fingerprint Login26
Alerts Overview27
Date Alerts28
Account Alerts29
History Alerts30
Online Transaction Alerts31
Security Alerts Overview32
Edit Delivery Preferences32
Secure Messaging33
Secure Message Overview33
Sending a Secure Message34
Transactions35
Moving Money Overview35
Transfer Funds37
Transfer to a Member39
Linking Someone’s Community First Account39
Single Transfers Between Community First Accounts40
QuickPay Initial Set Up41
QuickPay43
QuickPay History Overview45
Repeat a QuickPay Transaction46
Receiving Funds with QuickPay47
QuickPay Manage Cards Overview48
Adding A Personal External Account49
Verifying A Personal External Account50
Loan Payments51
Online Activity Overview52
Using Filters53
Creating or Deleting Custom Views Using Favorites53
Canceling Transactions54
Bill Pay55
Overview55
Creating a Payee56
Known Company56
Person60
Editing a Payee62
Deleting a Payee63
eBills64
Schedule Payments65
Automatic Payments66
Editing Pending Payments68
Cancel Pending Payments69
Viewing Transaction Details70
Single Transaction70
Multiple Transactions71
Creating a Reminder73
Managing Reminders75
Editing Reminders76
Deleting Reminders77
Moving Payments78
Editing Account Name79
Deleting an Account80
Services81
Card Services81
Stop Payment Request82
Reordering Checks85
Loan Skip Payment86
Personal Financial Management87
Initial Setup87
Categorizing Transactions88
Splitting a Transaction89
Online Banking Home Page90
Net Worth Overview91
Budgets Overview92
Editing or Deleting a Budget93
Managing Budgets94
Spending Overview95
Spending: Recategorizing a Transaction96
Trends Overview98
Debts Overview99
Settings & Alerts100
Account Preferences100
Updating Personal Information101
Text Enrollment102
Statement Preferences103
eCommunications Overview104
Locations105
Locations105

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