Create Credit Union Guide to Online Banking Member Accounts

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.....................................................................................................................10 Logging Off ........................................................................................................................... 10 Resetting a Forgotten Password ...............................................................................11 Retrieving a Forgotten Username.............................................................................13 Home Home Page Overview .................................................................................................14 Account Details Overview ..........................................................................................16 Quick Transfer.............................................................................................................18 Account Nickname......................................................................................................19 Details & Settings........................................................................................................20 Manage Accounts 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 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