DFCU Online User Guide

Getting Started8
New User Enrollment8
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Asset Summary Overview14
Account Details Overview15
Quick Transfer17
Account Nickname18
Account Settings19
Account Grouping20
Editing a Group Name21
Deleting a Group21
Security22
Protecting Your Information22
General Guidelines22
Login ID and Password22
Fraud Prevention22
Security Preferences23
Change Password23
Change Login ID24
Secure Delivery25
Mobile Security Preferences26
Enabling Touch ID or Fingerprint Login26
Disabling Touch ID or Fingerprint Login28
Enabling Face ID29
Alerts Overview30
Account Alerts31
History Alerts32
Security Alerts Overview33
Edit Delivery Preferences33
Secure Message Overview34
Sending a Secure Message35
Transaction Types36
Moving Money Overview36
Transactions38
Funds Transfer38
Member to Member Transfer40
Linking Someone’s DFCU Financial Account40
Single Transfers Between DFCU Financial Accounts41
Send Money with Zelle® Setup42
Initial Setup42
Adding a Recipient43
Send Money with Zelle®44
Request Money with Zelle®46
Split Payment with Zelle®47
Zelle® Settings48
Adding A Personal External Account49
Verifying A Personal External Account50
Loan Payments51
Activity Center Overview53
Using Filters54
Creating or Deleting Custom Views Using Favorites54
Editing Transactions55
Canceling Transactions56
Integrated Bill Pay57
Bill Pay Overview57
Making a Single Payment58
Paying Multiple Bills59
Payment Activity60
Cancel a Pending Payment61
Bill Pay62
Overview62
Creating a Payee63
Known Company63
Unknown Company65
Person67
Editing a Payee69
Deleting a Payee70
eBills71
Scheduling Payments72
Automatic Payments73
Editing Pending Payments75
Canceling Pending Payments76
Viewing Transaction Details77
Single Transaction77
Multiple Transactions78
Creating a Reminder80
Managing Reminders82
Editing Reminders83
Deleting Reminders84
Moving Payments85
Editing Account Name86
Popmoney87
Send Money87
Personal Financial Management89
Initial Setup89
Linking an Account89
Unlinking an Account90
Categorizing Transactions91
Splitting a Transaction92
Online Banking Home Page93
Spending Overview94
Spending: Recategorizing a Transaction95
Budgets Overview97
Auto-generated Budgets98
Budgets From Scratch98
Editing or Deleting a Budget99
Managing Budgets100
Trends Overview101
Cash Flow Overview102
Adding a Suggested Cash Event103
Creating Your Own Cash Event104
Editing, Deleting or Skipping a Cash Event106
Net Worth Overview107
Debts Overview108
Services109
Stop Payment Request109
Single Check109
Multiple Checks110
Reordering Checks111
eDocuments112
Card Swap113
Getting Started113
Overview115
Updating Your Contact Info116
Settings117
Account Preferences117
Text Enrollment118
Statement Delivery120
Accessibility121
Locations122
Branches and ATMs122

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