Community First Credit Union a Quick and Easy Guide to Personal Online Banking

First page Table of contents Next page Last page
Getting Started7
New User Enrollment7
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
Alerts Overview23
Date Alerts24
Account Alerts25
History Alerts26
Online Transaction Alerts27
Security Alerts Overview28
Edit Delivery Preferences28
Secure Messaging29
Secure Message Overview29
Sending a Secure Message30
Transactions31
Moving Money Overview31
Transfer Funds33
Transfer to a Member35
Linking Someone’s Community First Account35
Single Transfers Between Community First Accounts36
QuickPay Initial Set Up37
QuickPay39
QuickPay History Overview41
Repeat a QuickPay Transaction42
Receiving Funds with QuickPay43
Adding A Personal External Account44
Verifying A Personal External Account45
Loan Payments46
Online Activity Overview47
Using Filters48
Creating or Deleting Custom Views Using Favorites48
Canceling Transactions49
Bill Pay50
Overview50
Biller Set Up51
eBills52
Schedule Payments53
Automatic Payments54
Change/Cancel Payments55
View Bill History56
Services57
Card Services57
Stop Payment Request58
Personal Financial Management61
Welcome61
Understanding PFM62
Supporting Your Financial Plan62
PFM Basics64
Online Banking Home Page64
Your First PFM Session65
Managing Categories66
Automatic Categorization66
Enter Manual Category66
Split a Transaction Category67
Link an Account68
Report Widgets69
Net Worth69
Budget70
Automatically Generate a Budget70
Create/Edit a Budget71
Spending72
Trends73
Debts74
Settings & Alerts75
Account Preferences75
Updating Personal Information76
Text Enrollment77
Statement Delivery78
Locations79
Locations79

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