Great NorthWest Federal Credit Union Your All-Inclusive Guide to Online Banking

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Dashboard	10
Dashboard Overview	10
Organize Dashboard	12
Accounts Overview	13
Account Details	14
Account Settings	16
Download Transactions	17
Transaction Details	18
Loan Payoff Calculator	19
Security	20
Protecting Your Information	20
General Guidelines	20
Login ID and Password	20
Fraud Prevention	20
Security Preferences	21
Change Username	21
Change Password	22
Connected Apps (Desktop Only)	23
Two-Factor Authentication	24
Voice or Text Message	24
Authenticator App	26
Security Key	27
Remove Authentication	28
Mobile Security Preferences	29
Enabling Biometric Sign-In	29
Changing Passcode Authentication	31
Enabling Face ID	32
Alerts	33
Alerts Overview	33
Balance Alerts	33
Transaction Alerts	34
Card Management Alerts	35
Locking or Unlocking a Card	36
Report Lost/Stolen Card	37
Re-order Card	38
Activate New Card	39
Editing or Deleting Alerts	40
User Alerts	41
Mobile Notifications	42
Transactions	43
Transfers	43
Adding an External Account	44
Confirming an External Account	45
Removing an External Account	46
Making a Transfer	47
Making a Loan Transfer	48
Editing Transfers	49
Deleting Transfers	50
Member Transfers	51
Repeat a Member Transfer	53
Delete a Saved Member	54
Edit a Member Transfer	55
Delete a Member Transfer	56
BillPay & EasyPay	57
Adding a Biller	57
Edit a Biller	59
Delete a Biller	60
Create a Biller Group	61
Edit a Biller Group	62
Delete a Biller Group	63
Send a Payment	64
Edit a Pending Payment	66
Delete a Pending Payment	67
Skip Payments	68
Overview	68
Services	69
Stop Payment Request	69
Single Check	69
Multiple Checks	71
Documents	73
Viewing eStatements/Notices	73
Deposit Checks	74
Enrollment	74
Depositing a Check	75
Conversation Overview	77
Starting a Conversation	78
Settings	79
Profile	79
Insights	80
Initial Setup	80
Linking an Account	81
Tagging Transactions	82
Splitting a Transaction	84
Spending by Category	86
Budget	88
Adding Budgets	89
Managing Budgets	90
Add a Budget Alert	92
Cashflow Overview	93
Add a Bill or Income	94
Net Worth	95
Add an Unlinked Asset or Debt	96
Goals	97
Adding Goals	98
Save for Goals	98
Pay Off Goals	100
Add a Goal Alert	102
Managing Goals	103

Made with FlippingBook - Online catalogs