Max Credit Union Online Banking Consumer User Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	9
Logging Off	9
Resetting a Forgotten Password	10
Dashboard	11
Dashboard Overview	11
Organize Dashboard	13
Accounts Overview	14
Account Details	15
Account Settings	17
Download Transactions	18
Transaction Details	19
Security	20
Protecting Your Information	20
General Guidelines	20
Login ID and Password	20
Fraud Prevention	20
Security Preferences	22
Change Username	22
Change Password	23
Connected Apps (Desktop Only)	24
Two-Factor Authentication	25
Alternate Verification Method	27
Using an Authentication App	28
Remove Authentication	29
Mobile Security Preferences	30
Enabling Biometric Sign-In	30
Changing Passcode Authentication	32
Enabling Face ID	33
Alerts	34
Alerts Overview	34
Balance Alerts	34
Transaction Alerts	35
Editing or Deleting Alerts	36
Alerts	37
Mobile Notifications	38
Transactions	39
Transfers	39
Adding an External Account	40
Confirming an External Account	41
Removing an External Account	42
Making a Transfer	43
Making a Loan Transfer	44
Editing Transfers	45
Deleting Transfers	46
Pay a Person	47
Overview	47
Services	48
eStatements	48
eStatements Enrollment	48
Viewing eStatements/Notices	49
Stop Payment Request	50
Single Check	50
Multiple Checks	52
Deposit Checks	54
Depositing a Check	54
Messages Overview	56
Skip a Payment	57
Settings	58
Profile	58
Insights	59
Initial Setup	59
Linking an Account	60
Tagging Transactions	61
Splitting a Transaction	63
Insights Dashboard	65
Spending by Category	66
Budget	67
Adding Budgets	68
Managing Budgets	69
Add a Budget Alert	71
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
Add a Goal Alert	79
Managing Goals	80

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