Interra Credit Union Retail Online Banking User Guide

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Transactions Transfers & Payments.................................................................................................38 Transfer to a Member.................................................................................................40 Linking Someone’s Interra Account................................................................................... 40 Single Transfers Between Interra Accounts...................................................................... 41 Adding A Personal External Account.........................................................................42 Verifying A Personal External Account......................................................................43 Activity Center Overview. ...........................................................................................44 Using Filters........................................................................................................................... 45 Creating or Deleting Custom Views Using Favorites........................................................ 45 Canceling Transactions........................................................................................................ 46 Bill Pay Overview.......................................................................................................................47 Creating a Payee..........................................................................................................48 Known Company.................................................................................................................. 48 Unknown Company............................................................................................................. 50 Person.................................................................................................................................... 52 Editing a Payee.............................................................................................................54 Deleting a Payee..........................................................................................................55 Editing Pending Payments..........................................................................................60 Cancel Pending Payments..........................................................................................61 Viewing Transaction Details.......................................................................................62 Single Transaction................................................................................................................ 62 Multiple Transactions.......................................................................................................... 63 Creating a Reminder...................................................................................................65 Managing Reminders..................................................................................................67 Editing Reminders.......................................................................................................68 Deleting Reminders.....................................................................................................69 Moving Payments........................................................................................................70 Editing Account Name................................................................................................71 Deleting an Account....................................................................................................72 Services Stop Payment Request...............................................................................................73 Single Check ......................................................................................................................... 73 Multiple Checks ................................................................................................................... 76 Reordering Checks......................................................................................................79 Mobile Deposit Enrollment........................................................................................80 Mobile Deposits ..........................................................................................................81 Personal Finance Manager (PFM)..............................................................................82

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