Max Credit Union Online Banking Consumer User Guide

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Table of Contents Getting Started

10 New User Enrollment ...................................................................................................7 Logging In.......................................................................................................................9 Logging Off ............................................................................................................................. 9 Resetting a Forgotten Password ............................................................................... Dashboard Dashboard Overview..................................................................................................11 Organize Dashboard ..................................................................................................13 Accounts Overview .....................................................................................................14 Account Details ........................................................................................................... Account Settings .........................................................................................................17 Download Transactions .............................................................................................18 Transaction Details .....................................................................................................19 Security Protecting Your Information...................................................................................... 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 ................................................................................................. Alternate Verification Method............................................................................................ 27 Using an Authentication App.............................................................................................. 28 Remove Authentication....................................................................................................... 29 Mobile Security Preferences...................................................................................... Enabling Biometric Sign-In.................................................................................................. 30 Changing Passcode Authentication................................................................................... 32 Enabling Face ID................................................................................................................... 33 Alerts Alerts Overview ...........................................................................................................34 Balance Alerts....................................................................................................................... 34 Transaction Alerts................................................................................................................ Editing or Deleting Alerts ...........................................................................................36 Alerts ............................................................................................................................37 Mobile Notifications ...................................................................................................38 15 20 25 30 35