Create Credit Union Guide to Online Banking Member Accounts

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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 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 Card Controls ..............................................................................................................75 Activate Card ........................................................................................................................ 75 Disabling or a Card .............................................................................................................. 76