Create Credit Union Guide to Online Banking Member Accounts

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 Username	13
Home	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
Financial Tools Initial Setup	25
Enrolling in Financial Tools	25
Linking an Account	26
Unlinking an Account	27
Categorizing Transactions	28
Splitting a Transaction	29
Security	30
Protecting Your Information	30
General Guidelines	30
Login ID and Password	30
Fraud Prevention	30
Security Preferences	31
Change Password	31
Change Login ID	32
Secure Delivery	33
Mobile Security Preferences	34
Enabling Touch ID or Fingerprint Login	34
Enabling Passcode Authentication	36
Enabling Face ID	37
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	38
Alerts Overview	39
Account Alerts	40
History Alerts	41
Online Transaction Alerts	42
Security Alerts Overview	43
Editing Delivery Preferences	43
Enabling and Disabling Push Notifications	44
Secure Message Overview	45
Sending a Secure Message	46
Transactions	47
Funds Transfer	47
Loan Payments	49
Member to Member Transfer	51
Linking Someone’s CCU Account	51
Single Transfers Between CCU Accounts	52
Send Money with Zelle® Setup	53
Initial Setup	53
Adding a Recipient	54
Editing a Recipient	55
Send Money with Zelle®	56
Request Money with Zelle®	58
Split Payment with Zelle®	60
Cancel a Zelle® Transaction	62
Zelle® Settings	63
Add a Personal External Transfer Account	64
Instant Verification	64
Verify an External Transfer Account with Micro-Deposits	65
Manage External Transfer Accounts	67
Nickname External Transfer Accounts	67
Remove External Transfer Accounts	68
Mobile Deposits	69
Recent Activity Overview	70
Using Filters	71
Creating or Deleting Custom Views Using Favorites	72
Editing Transactions	73
Canceling Transactions	74
Card Management	75
Card Controls	75
Activate Card	75
Disabling or a Card	76
Enabling a Card	77
Replace Card	78
Close Card	79
Card Controls	80
Balance Transfer	82
Card Alerts	84
Travel Notifications	86
Services	87
Request Card	87
CardSwap	89
Getting Started	89
Overview	91
Card Rewards	92
Check Order	93
Statements & Documents	94
Delivery Preferences	94
View Documents	95
Stop Payment Request	96
Single Check	96
Multiple Checks	97
Quick Balance	98
To Enable Quick Balance	98
To Use Quick Balance	99
Settings	100
Account Preferences	100
Updating Personal Information	101
Text Enrollment	102
Themes and Languages	104
Accessibility	105
Locations	106
Branches and ATMs	106
Bill Pay	107
Bill Pay Overview	107
Hiding or Unhiding Payees from Payment Screen	108
Hide a Payee	108
Unhide a Payee	108
Creating a Payee Overview	109
Creating a Payee: Company	110
For a Known Payee	111
For an Unknown Payee	112
Creating a Payee: Person	113
Part 1 of 3: Choosing Payee and Payment Method	113
Part 2 of 3: Adding Payee Information	114
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	115
Editing a Payee	116
Deleting a Payee	117
Scheduling Payments	118
Rush Delivery	119
Recurring Payments	121
Editing Payments	123
Skipping Payments	125
Deleting Payments	126
Setting Up eBills	127
Adding an Account	128
Editing an Account	129
Deleting an Account	130
Editing Alerts	131
Categories	132
Editing a Category	133
Deleting a Category	134

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