Interra Credit Union Retail Online Banking User Guide

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Table of Contents Getting Started

New User Enrollment....................................................................................................7 Logging In.......................................................................................................................9 Logging Off.............................................................................................................................. 9 Resetting A Forgotten Password...............................................................................10 Home Page Home Page Overview..................................................................................................12 Account Summary Overview............................................................................................... 14 Account Details Overview...........................................................................................15 Quick Transfer.............................................................................................................17 Account Grouping.......................................................................................................18 Editing a Group Name......................................................................................................... 19 Deleting a Group.................................................................................................................. 19 Security Protecting Your Information......................................................................................20 General Guidelines............................................................................................................... 20 Login ID and Password........................................................................................................ 20 Fraud Prevention.................................................................................................................. 20 Security Preferences...................................................................................................21 Change Password................................................................................................................. 21 Change Login ID................................................................................................................... 22 Secure Delivery..................................................................................................................... 23 Mobile Security Preferences......................................................................................24 Enabling Touch ID or Fingerprint Login............................................................................. 24 Enabling Passcode Authentication..................................................................................... 26 Disabling Passcode Authentication, Touch ID or Fingerprint Login............................... 27 Alerts Overview............................................................................................................28 Date Alerts............................................................................................................................. 29 Account Alerts....................................................................................................................... 30 History Alerts........................................................................................................................ 31 Online Transaction Alerts.................................................................................................... 32 Security Alerts Overview.............................................................................................33 Edit Delivery Preferences.................................................................................................... 33 Secure Message Overview. ........................................................................................34 Sending a Secure Message.........................................................................................35 Transaction Types Moving Money Overview............................................................................................36

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