DFCU Online User Guide
First page
Table of contents
Next page
Last page
Getting Started
8
New User Enrollment
8
Logging Off
9
Resetting A Forgotten Password
10
Home Page
12
Home Page Overview
12
Asset Summary Overview
14
Account Details Overview
15
Quick Transfer
17
Account Nickname
18
Account Settings
19
Account Grouping
20
Editing a Group Name
21
Deleting a Group
21
Security
22
Protecting Your Information
22
General Guidelines
22
Login ID and Password
22
Fraud Prevention
22
Security Preferences
23
Change Password
23
Change Login ID
24
Secure Delivery
25
Mobile Security Preferences
26
Enabling Touch ID or Fingerprint Login
26
Disabling Touch ID or Fingerprint Login
28
Enabling Face ID
29
Alerts Overview
30
Account Alerts
31
History Alerts
32
Security Alerts Overview
33
Edit Delivery Preferences
33
Secure Message Overview
34
Sending a Secure Message
35
Transaction Types
36
Moving Money Overview
36
Transactions
38
Funds Transfer
38
Member to Member Transfer
40
Linking Someone’s DFCU Financial Account
40
Single Transfers Between DFCU Financial Accounts
41
Send Money with Zelle® Setup
42
Initial Setup
42
Adding a Recipient
43
Send Money with Zelle®
44
Request Money with Zelle®
46
Split Payment with Zelle®
47
Zelle® Settings
48
Adding A Personal External Account
49
Verifying A Personal External Account
50
Loan Payments
51
Activity Center Overview
53
Using Filters
54
Creating or Deleting Custom Views Using Favorites
54
Editing Transactions
55
Canceling Transactions
56
Integrated Bill Pay
57
Bill Pay Overview
57
Making a Single Payment
58
Paying Multiple Bills
59
Payment Activity
60
Cancel a Pending Payment
61
Bill Pay
62
Overview
62
Creating a Payee
63
Known Company
63
Unknown Company
65
Person
67
Editing a Payee
69
Deleting a Payee
70
eBills
71
Scheduling Payments
72
Automatic Payments
73
Editing Pending Payments
75
Canceling Pending Payments
76
Viewing Transaction Details
77
Single Transaction
77
Multiple Transactions
78
Creating a Reminder
80
Managing Reminders
82
Editing Reminders
83
Deleting Reminders
84
Moving Payments
85
Editing Account Name
86
Popmoney
87
Send Money
87
Personal Financial Management
89
Initial Setup
89
Linking an Account
89
Unlinking an Account
90
Categorizing Transactions
91
Splitting a Transaction
92
Online Banking Home Page
93
Spending Overview
94
Spending: Recategorizing a Transaction
95
Budgets Overview
97
Auto-generated Budgets
98
Budgets From Scratch
98
Editing or Deleting a Budget
99
Managing Budgets
100
Trends Overview
101
Cash Flow Overview
102
Adding a Suggested Cash Event
103
Creating Your Own Cash Event
104
Editing, Deleting or Skipping a Cash Event
106
Net Worth Overview
107
Debts Overview
108
Services
109
Stop Payment Request
109
Single Check
109
Multiple Checks
110
Reordering Checks
111
eDocuments
112
Card Swap
113
Getting Started
113
Overview
115
Updating Your Contact Info
116
Settings
117
Account Preferences
117
Text Enrollment
118
Statement Delivery
120
Accessibility
121
Locations
122
Branches and ATMs
122
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