Community First Credit Union: A Quick & Easy Guide to Personal Online Banking
First page
Table of contents
Next page
Last page
Getting Started
7
New User Enrollment
7
Logging In
9
Logging Off
9
Resetting A Forgotten Password
10
Home Page
12
Home Page Overview
12
Asset Summary Overview
13
Account Details Overview
14
Quick Transfer
16
Account Grouping
17
Editing a Group Name
18
Deleting a Group
18
Security
19
Protecting Your Information
19
General Guidelines
19
User ID and Password
19
Fraud Prevention
19
Security Preferences
20
Change Password
20
Change User ID
21
Secure Access Code Delivery
22
Mobile Security Preferences
23
Enabling Touch ID or Fingerprint Login
23
Enabling Passcode Authentication
25
Disabling Passcode Authentication, Touch ID or Fingerprint Login
26
Alerts Overview
27
Date Alerts
28
Account Alerts
29
History Alerts
30
Online Transaction Alerts
31
Security Alerts Overview
32
Edit Delivery Preferences
32
Secure Messaging
33
Secure Message Overview
33
Sending a Secure Message
34
Transactions
35
Moving Money Overview
35
Transfer Funds
37
Transfer to a Member
39
Linking Someone’s Community First Account
39
Single Transfers Between Community First Accounts
40
QuickPay Initial Set Up
41
QuickPay
43
QuickPay History Overview
45
Repeat a QuickPay Transaction
46
Receiving Funds with QuickPay
47
QuickPay Manage Cards Overview
48
Adding A Personal External Account
49
Verifying A Personal External Account
50
Loan Payments
51
Online Activity Overview
52
Using Filters
53
Creating or Deleting Custom Views Using Favorites
53
Canceling Transactions
54
Bill Pay
55
Overview
55
Creating a Payee
56
Known Company
56
Person
60
Editing a Payee
62
Deleting a Payee
63
eBills
64
Schedule Payments
65
Automatic Payments
66
Editing Pending Payments
68
Cancel Pending Payments
69
Viewing Transaction Details
70
Single Transaction
70
Multiple Transactions
71
Creating a Reminder
73
Managing Reminders
75
Editing Reminders
76
Deleting Reminders
77
Moving Payments
78
Editing Account Name
79
Deleting an Account
80
Services
81
Card Services
81
Stop Payment Request
82
Reordering Checks
85
Loan Skip Payment
86
Personal Financial Management
87
Initial Setup
87
Categorizing Transactions
88
Splitting a Transaction
89
Online Banking Home Page
90
Net Worth Overview
91
Budgets Overview
92
Editing or Deleting a Budget
93
Managing Budgets
94
Spending Overview
95
Spending: Recategorizing a Transaction
96
Trends Overview
98
Debts Overview
99
Settings & Alerts
100
Account Preferences
100
Updating Personal Information
101
Text Enrollment
102
Statement Preferences
103
eCommunications Overview
104
Locations
105
Locations
105
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