Georgia United Credit Union Online Banking User Guide

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12-14-23

Published by Murphy & Company, Inc. 13610 Barrett Office Drive

St. Louis, MO 63021 www.mcompany.com

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Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

Insured by NCUA

Getting Started

Welcome to Online Banking with Georgia United Credit Union! Whether you are at home or at the office using a mobile phone, tablet or laptop, we strive to make your Online Banking experience easy and convenient. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Online Banking process. If you have additional questions, contact us at 888.493.4328.

Table of Contents Getting Started

New User Enrollment....................................................................................................7 Logging In.......................................................................................................................9 Logging Off............................................................................................................................ 10 Resetting a Forgotten Password................................................................................11 Dashboard Dashboard Overview..................................................................................................12 Organize Dashboard...................................................................................................13 Accounts Overview......................................................................................................14 Account Details............................................................................................................15 Account Settings..........................................................................................................17 Unhide an Account............................................................................................................... 18 Loan Payoff..................................................................................................................19 Download Transactions..............................................................................................20 Transaction Details......................................................................................................21 Creating a Debit, Credit, ACH, or Check Dispute.....................................................22 Nickname Account......................................................................................................26 Security Protecting Your Information......................................................................................27 General Guidelines............................................................................................................... 27 Login ID and Password........................................................................................................ 27 Fraud Prevention.................................................................................................................. 27 Security Preferences...................................................................................................28 Change Username................................................................................................................ 28 Change Password................................................................................................................. 29 Two-Factor Authentication.................................................................................................. 30 Mobile Security Preferences......................................................................................32 Enabling Biometric Sign-In.................................................................................................. 32 Changing Passcode Authentication................................................................................... 34 Enabling Face ID................................................................................................................... 35 Transactions Transfers.......................................................................................................................36 Adding an External Account................................................................................................ 37 Confirming an External Account......................................................................................... 38 Removing an External Account........................................................................................... 39 Making a Transfer................................................................................................................ 40 Making a Loan Transfer....................................................................................................... 41 Editing Transfers................................................................................................................... 42 Deleting Transfers................................................................................................................ 43

Bill Pay Bill Pay Overview.........................................................................................................44 Adding a Payee............................................................................................................45 Editing a Payee...................................................................................................................... 46 Deleting a Payee................................................................................................................... 47 Payees...........................................................................................................................48 Adding a Bill.......................................................................................................................... 48 Making a One-Time or Recurring Payment..............................................................50 Making Multiple Payments.........................................................................................52 Payment Activity..........................................................................................................54 Editing a Pending Payment ................................................................................................ 54 Deleting a Pending Payment .............................................................................................. 56 Mortgage Services Mortgage Services.......................................................................................................58 Finance Manager Initial Setup..................................................................................................................59 Tagging Transactions........................................................................................................... 61 Splitting a Transaction......................................................................................................... 63 Finance Manager Dashboard.....................................................................................65 Spending by Category.................................................................................................66 Budget. .........................................................................................................................68 Adding Budgets.................................................................................................................... 69 Managing Budgets............................................................................................................... 70 Cashflow Overview......................................................................................................72 Add a Bill or Income............................................................................................................. 73 Net Worth.....................................................................................................................74 Add an Unlinked Asset or Debt.......................................................................................... 75 Goals.............................................................................................................................76 Adding Goals......................................................................................................................... 77 Save for Goals....................................................................................................................... 77 Pay Off Goals........................................................................................................................ 78 Managing Goals.................................................................................................................... 79 Services Check Withdrawal........................................................................................................80 Stop Payment Request...............................................................................................81 Single Check ......................................................................................................................... 81 Multiple Checks ................................................................................................................... 83 Statements...................................................................................................................85 First Time Enrollment........................................................................................................... 85 View Statements................................................................................................................... 86

Deposit Checks............................................................................................................87 Member Information..................................................................................................90 Manage Cards..............................................................................................................91 Report Lost/Stolen Card...................................................................................................... 91 Freeze Card........................................................................................................................... 92 Unfreeze Card....................................................................................................................... 93 Request Replacement Card................................................................................................. 94 Temporary Spending Limit Increase.................................................................................. 95 Courtesy Pay................................................................................................................96 Privacy Opt In...............................................................................................................97 Pay A Person................................................................................................................98 Adding a Contact.................................................................................................................. 98 Send a Payment ................................................................................................................ 100 Edit a Pending Payment ................................................................................................... 102 Delete a Pending Payment .............................................................................................. 103 Settings............................................................................................................................... 104 Edit a Contact..................................................................................................................... 105 Delete a Contact................................................................................................................ 106 M2M Transfers..........................................................................................................107 Balance Transfer.......................................................................................................109 Alerts.......................................................................................................................... 110 Conversation Overview............................................................................................111 Starting a Conversation...........................................................................................112 Loan Offers My Loan Offers.........................................................................................................113

Getting Started

The first time you log in to Online Banking with Georgia United, you will need to complete the enrollment process. Once you complete these few quick steps, you’ll be on your way to banking everywhere you go! New User Enrollment

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1. Click the Login button. 2. Click the Enroll button. 3. Fill out the New User Enrollment Form with the required information, and click the Next button. 4. As an added layer of protection, you’ll be prompted to set up two factor authentication. Click the Get Started button. J1 J2

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Getting Started: New User Enrollment

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5. Select your verification method. 6. Enter the requested information and click the Send Code button. 7. Enter your code to continue logging in. 8. Review the user agreement and click the Agree button. • Create a username and password in the provided fields then click the Next button. • (Optional) Click the “Show Rules” link to view the types of characters to include. 9. The Dashboard will appear. J1 J2 J3

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Getting Started: New User Enrollment

Getting Started Logging In

After your first-time enrollment, logging in is easy and only requires your username and password. If you are logging in on a device you have not previously registered, you need to request a two-factor authentication (2FA) code.

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1. Click the Login button. 2. Enter your username and click the Login button. 3. Enter your password and click the Sign in button. 4. The first time you log in from a new device you will need to enter a verification code. 5. (Optional) Check the box to register the browser/device. Registered devices are not required to enter a verification code for future logins. 6. Click the Verify button. J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d J L M N O P Q R S T V W X Y Z B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 12a 13a 14a 15a 16a 17a 18a 19a 20a 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

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J2 J1 Note : For additional security, we recommend that you do not register a device if it is on an unsecure or shared network, or one which you do not regularly use. J3 J1 J2

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Getting Started: Logging In

Logging Off For your security, you should always log off when you finish your Online Banking session. We may also log you off due to inactivity.

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Getting Started: Logging In

Getting Started Resetting a Forgotten Password

If you happen to forget your password, you can easily reestablish a new one from gucu.org or the Georgia United Mobile App—no need to call us!

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1. Click the Login button. 2. Click the “Forgot?” link. 3. Enter your username. 4. Enter your email address. 5. Click the Next button.

6. (Optional) If you don’t remember your username or email click the “Try another way” link and enter your Social Security number and member number. 7. After successfully completing the two-factor authentication, you will be able to create a new password and log in. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

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Getting Started: Resetting a Forgotten Password

Dashboard

Dashboard Overview After logging in, you are taken directly to the dashboard. From here, you can navigate to every feature within Online Banking. You can view the balances in your accounts, see your account summaries and more! 10 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

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J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J2 J2 A. The navigation bar appears in every view on the left side of the screen. B. Your accounts are displayed in an account card with its balance. If you click an account card, you are taken to the Account Details page. C. The icon allows you to organize your accounts, change the account card view or organize your dashboard. D. Links let you quickly access different Online Banking features. E. Customizable cards appear on the dashboard, so you can easily access the features most important to you. J3 J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

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Dashboard: Dashboard Overview

Dashboard Organize Dashboard

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Reorder and add new cards to customize your dashboard.

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10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d Click the Organize dashboard button at the bottom of the dashboard. A. Click and drag a feature card to reorder them. B. Click the icon to delete a feature card. C. Click the “+ Add a card” link to add a new card. D. Click the “Done” link when you are finished to return to your dashboard. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J3

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Dashboard: Organize Dashboard

Dashboard Accounts Overview

The accounts tab lists all of your available accounts.

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A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Dashboard: Accounts Overview

Dashboard Account Details

Selecting a Georgia United account on the dashboard takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances, so you stay organized and on top of your finances. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10 112 131415 1617 18 1920 122 2324 2526 27 28 2930 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a a2a3a4a5a6a7a8a9a 10b b2b3b4b5b6b7b8b9b 10c c2c3c4c5c6c7c8c9c 10d d2d3d4d5d6d7d8d9d

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c K L M N O P U V W X Y Z A B C D E F 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J2 J3 J J1 J2 J3 J1 J2 J3 J1 J2 J3 J1 J2 J3 J1 J2 J3 11a 12a 13a 14a 15a 16a 11b 12b 13b 14b 15b 16b J1 K L M N O P U V W X Y Z A B C D E F J3 A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 1a2a3a4a5a6 1b2b3b4b5b6 1c2c3c4c5c6 1d2d3d4d5d6 J2 J1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I J2 J3 J1 J2 J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16 11b 12b 13b 14b 15b 16 A1B1C1D1E1F A2B2C2D2E2F A3B3C3D3E3F

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J2

1a 12a 13a 14a 15a 16a 17a 18a 19a 20a

1b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

2B2C2D2E2 F2G2H2 I2

A1 B1 C1 D1 E1 F1 G1 H1 I1

A3 B3 C3 D3 E3 F3 G3 H3 I3

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A2 B2 C2 D2 E2 F2 G2 H2 I2

A1 B1 C1 D1 E1 F1 G1 H1 I1

A3 B3 C3 D3 E3 F3 G3 H3 I3

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

Dashboard: Account Details A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

A. Download your transactions into a different format by clicking the

icon.

See page 20 for more information. B. Print a list of your transactions by clicking the

icon.

C. The

icon opens the search bar to sort and find transactions within that

account. D. The Transfers button allows you to transfer money between your accounts. See page 36 for more details. E. The Check Withdrawal button allows you to issue a check with funds from your account, payable to you. See page 80 for more information. F. The Statements button allows you to enroll in digital statements. See page 85 for more information. G. The Finance Manager button takes you to our budgeting tool. See page 59 for more information. H. The Reorder Checks button allows you to reorder checks, if you have placed an order previously with Georgia United Credit Union. I. The Nickname button will allow you to nickname the account. See page 26 for more information. J. The Stop payments button allows you to stop a pending check payment. See page 81 for more information. K. The Settings button allows you to edit the display options for that account. See page 28 for more information. L. The Loan Payoff button calculates the amount needed to pay off a loan on a certain day. See page 19 for more information. M. You can view more details about a transaction by clicking on it. N. Additional details about the account are displayed in the lower right corner.

Dashboard: Account Details

Dashboard Account Settings

Change an account’s name and display options.

10 1112 131415 1617 18 192 2122 2324 2526 27 28 293 1 2 3 4 5 6 7 8 9 KLMNOPQRST U V W X Y Z A B C D E F G H I 1 1a 2a 3a 4a 5a 6a 7a 8a 9a 1 1b 2b 3b 4b 5b 6b 7b 8b 9b 1 1c 2c 3c 4c 5c 6c 7c 8c 9c 1 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

In the Accounts tab, select an account. 1. Click the Settings button. 2. Use the toggles to change the account’s display options. J KLMNOPQRST U V W X Y Z A B C D E F G H I

11a 12a 13a 14a 15a 16a 17a 18a 19a 2

11b 12b 13b 14b 15b 16b 17b 18b 19b 2

A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Dashboard: Account Settings

Unhide an Account

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I A1 B1 C1 D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J1

1d 2d 3d

11a 12a 13a

11b 12b 13b

A1 B1 C1 A2 B2 C2 A3 B3 C3

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 Click your name in the lower left corner of the screen, then click Settings . 1. Click the “Georgia United Credit Union” link. 2. Click on the account you want to unhide. 3. Toggle the switch to make your account visible.

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Dashboard: Account Settings

Dashboard Loan Payoff

Calculate the payoff amount of your loan.

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

In the Accounts tab, select a loan account. 1. Click the Loan Payoff button. 2. Select a date. 3. Click the Calculate button. A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I A1 B1 C1 D1 E1 F1 G1 H1 I1

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

Dashboard: Loan Payoff

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

Dashboard Download Transactions

Easily download a list of transactions.

In the Accounts tab, select an account. 1. Click the icon. 2. Select a date range. 3. Select a file type. 4. Click the Download button. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A1 B1 C1 D1 E1 F1 G1 H1 I1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A2 B2 C2 D2 E2 F2 G2 H2 I2 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 J2

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A3 B3 C3 D3 E3 F3 G3 H3 I3

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Dashboard: Download Transactions

Dashboard Transaction Details

View additional details about each transaction. You can also add tags, notes, and images to each transaction.

In the Accounts tab, select an account. 1. Click a transaction. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I A. Click the “Add tags” link to categorize a transaction. B. Click the “Add notes” link to add a note to a transaction. C. Click the icon to add an image to a transaction. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I J1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

A1 B1 C1 D1 E1 F1 G1 H1 I1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b Note : Adding a tag makes transactions easier to search. Adding an image is a great way to organize receipts. Try this feature using Georgia United’s Mobile App. J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J2

A1 B1 C1 D1 E1 F1 G1 H1 I1

A3 B3 C3 D3 E3 F3 G3 H3 I3

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Dashboard: Transaction Details

Dashboard Creating a Debit, Credit, ACH, or Check Dispute

11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 1a2a3a4a5a6 1b2b3b4b5b6 1c2c3c4c5c6

1d2d3d4d5d6

11a 12a 13a 14a 15a 1

11b 12b 13b 14b 15b 1

A1B1C1D1E1F A2B2C2D2E2F A3B3C3D3E3F

10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

In the Accounts tab, select an account. 1. Click the Create a Dispute button. 2. Use the drop-down to select a transaction method. 3. Fill out the required information. This will vary depending on the transaction method selected. Required questions are indicated by an asterisk. Fields that are greyed out indicate that they are pre-filled by our system and non-editable. 4. Click the Select Transactions button. J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 12a 13a 14a 15a 16a 17a 18a 19a 20a 12b 13b 14b 15b 16b 17b 18b 19b 20b 2d 3d 4d 5d 6d 7d 8d 9d J1 B1 C1 D1 E1 F1 G1 H1 I1 B2 C2 D2 E2 F2 G2 H2 I2 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

B3 C3 D3 E3 F3 G3 H3 I3

Dashboard: Creating a Debit, Credit, ACH, or Check Dispute

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 112 131415 1617 18 1920 122 2324 2526 27 28 2930 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 1a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 1b 12b 13b 14b 15b 16b 17b 18b 19b 20b J3

J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I J1 J2 J3 10 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8b 9b 10 1c 2c 3c 4c 5c 6c 7c 8c 9c 10 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

A1 B1 C1 D1 E1 F1 G1 H1 I1

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1 J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

5. Click the + icon next to the transaction(s) you would like to dispute. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

Note : If there is no + icon next to the transaction, this means that the transaction already has a dispute created on it and it cannot be submitted again. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 a. You can edit the amount you wish to dispute up to the full amount that was charged to your account. b. Click the icon to remove a transaction. c. For check disputes, you will also need to input the check number. 6. Click the Close button when you are finished. J3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20

11b 12b 13b 14b 15b 16b 17b 18b 19b 20

J A1 B1 C1 D1 E1 F1 G1 H1 I1 J A2 B2 C2 D2 E2 F2 G2 H2 I2 J A3 B3 C3 D3 E3 F3 G3 H3 I3

Dashboard: Creating a Debit, Credit, ACH, or Check Dispute

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