Max Credit Union Online Banking Consumer User Guide

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Transactions 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 Overview ......................................................................................................................47 Services 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 Profile ...........................................................................................................................58 Insights 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