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
Account Details Overview	14
Quick Transfer	16
Account Nickname	17
Details & Settings	18
Manage Accounts	19
Overview	19
Manual Accounts	20
Adding a Manual Account	20
Editing a Manual Account	21
Deleting a Manual Account	22
Financial Tools Initial Setup	23
Enrolling in Financial Tools	23
Linking an Account	24
Unlinking an Account	25
Financial Tools	26
Online Banking Home Page	26
Spending Overview	27
Spending: Transaction Details	28
Spending: Recategorizing a Transaction	29
Spending: Tagging a Transaction	31
Spending: Splitting a Transaction	32
Budgets Overview	33
Auto-generated Budgets	34
Budgets From Scratch	34
Editing or Deleting a Budget	35
Editing or Deleting a Sub-Budget	37
Trends Overview	38
Cash Flow Overview	39
Adding an Expense	40
Adding Income	41
Editing, Deleting or Skipping a Cash Event	42
Net Worth Overview	43
Debts Overview	44
Edit APR Interest and Minimum Payment	45
Extra Payments	46
Security	47
Protecting Your Information	47
General Guidelines	47
Login ID and Password	47
Fraud Prevention	47
Security Preferences	49
Change Password	49
Change Login ID	50
Secure Delivery	51
Mobile Security Preferences	52
Enabling Touch ID or Fingerprint Login	52
Enabling Face ID	54
Disabling Touch ID, Fingerprint or Facial ID Login	55
Alerts Overview	56
Account Alerts	57
History Alerts	58
Secure Message Overview	59
Sending a Secure Message	60
Transactions	61
Funds Transfer	61
Loan Payments	63
Member to Member Transfer	65
Linking Someone’s DFCU Financial Account	65
Single Transfers Between DFCU Financial Accounts	67
Adding a Personal External Account	68
Verifying a Personal External Account	69
Send Money with Zelle® Setup	70
Initial Setup	70
Adding a Recipient	71
Send Money with Zelle®	72
Request Money with Zelle®	74
Split Payment with Zelle®	75
Zelle® Activity	76
Zelle® Settings	77
Mobile Deposits	78
Activity Center Overview	79
Using Filters	80
Creating or Deleting Custom Views Using Favorites	81
Editing Transactions	82
Canceling Transactions	83
Services	84
eDocuments	84
Update Contact Info	85
Stop Payment Request	86
Single Check	86
Multiple Checks	87
Check Reorder	88
Document Delivery	89
Settings	90
Mobile Quick Balance	90
To Enable Mobile Quick Balance	90
To Use Mobile Quick Balance	91
Text Enrollment	92
Accessibility	93
Locations	94
Branches and ATMs	94
Bill Pay	95
Bill Pay Overview	95
Making a Single Payment	96
Paying Multiple Bills	97
Payment Activity	98
Cancel a Pending Payment	99
Full Bill Pay	100
Enrollment	100
Overview	101
Creating a Biller	102
Known Company	102
Unknown Company	103
Person	104
Editing a Biller	105
Deleting a Biller	106
eBills	107
Enroll/Activating eBill	107
Paying eBills	109
Marking an eBill as Paid	110
Autopay an eBill	111
Editing eBill Autopay	113
Deleting eBill Autopay	114
Canceling eBills Service for a Biller	115
Scheduling Payments	116
Single Payments	116
Repeating Payments	117
Multiple Payments	119
Automatic Payments	121
Edit an Automatic Payment	124
Delete an Automatic Payment	126
Rush Delivery	128
Activity	129
Editing Pending Payments	130
Canceling Pending Payments	132
Creating a Reminder	133
Editing Reminders	136
Deleting Reminders	138

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