DFCU Online User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	9
Logging Off	9
Resetting a Forgotten Password	10
Home Page	12
Home Page Overview	12
Asset Summary Overview	14
Mobile Thumb Bar	15
Account Details Overview	16
Quick Transfer	18
Account Nickname	19
Details & Settings	20
Account Grouping	21
Editing a Group Name	22
Deleting a Group	22
Security	23
Protecting Your Information	23
General Guidelines	23
Login ID and Password	23
Fraud Prevention	23
Security Preferences	25
Change Password	25
Change Login ID	26
Secure Delivery	27
Mobile Security Preferences	28
Enabling Touch ID or Fingerprint Login	28
Enabling Face ID	30
Disabling Touch ID, Fingerprint or Facial ID Login	31
Alerts Overview	32
Account Alerts	33
History Alerts	34
Secure Message Overview	35
Sending a Secure Message	36
Transaction Types	37
Moving Money Overview	37
Transactions	39
Funds Transfer	39
Loan Payments	41
Mbr2Mbr Transfers	43
Linking Someone’s DFCU Financial Account	43
Single Transfers Between DFCU Financial Accounts	45
Adding a Personal External Account	46
Verifying a Personal External Account	47
Send Money with Zelle® Setup	48
Initial Setup	48
Adding a Recipient	49
Send Money with Zelle®	50
Request Money with Zelle®	52
Split Payment with Zelle®	53
Zelle® Activity	54
Zelle® Settings	55
Mobile Deposits	56
Activity Center Overview	57
Using Filters	58
Creating or Deleting Custom Views Using Favorites	59
Editing Transactions	60
Canceling Transactions	61
Services	62
eDocuments	62
Update Contact Info	63
CardSwap	64
Getting Started	64
Overview	66
Stop Payment Request	67
Single Check	67
Multiple Checks	68
Check Reorder	69
Settings	70
Quick Balance	70
To Enable Quick Balance	70
To Use Quick Balance	71
Account Preferences	72
Text Enrollment	73
Document Delivery	75
Accessibility	76
Locations	77
Branches and ATMs	77
Integrated Bill Pay	78
Bill Pay Overview	78
Making a Single Payment	79
Paying Multiple Bills	80
Payment Activity	81
Cancel a Pending Payment	82
Bill Pay	83
Overview	83
Creating a Payee	84
Known Company	84
Unknown Company	86
Person	88
Editing a Payee	90
Deleting a Payee	91
eBills	92
Scheduling Payments	93
Automatic Payments	94
Editing Pending Payments	96
Canceling Pending Payments	97
Viewing Transaction Details	98
Single Transaction	98
Multiple Transactions	99
Creating a Reminder	101
Managing Reminders	103
Editing Reminders	104
Deleting Reminders	105
Moving Payments	106
Editing Account Name	107
Financial Tools	108
Initial Setup	108
Linking an Account	108
Unlinking an Account	109
Categorizing Transactions	110
Splitting a Transaction	111
Online Banking Home Page	112
Spending Overview	113
Spending: Recategorizing a Transaction	114
Budgets Overview	116
Auto-generated Budgets	117
Budgets From Scratch	117
Editing or Deleting a Budget	118
Managing Budgets	119
Trends Overview	120
Cash Flow Overview	121
Adding a Suggested Cash Event	122
Creating Your Own Cash Event	123
Editing, Deleting or Skipping a Cash Event	125
Net Worth Overview	126
Debts Overview	127
Settings	128

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