Members Credit Union Digital Banking Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	9
Logging Off	9
Resetting a Forgotten Password	10
Home Page	12
Home Page Overview	12
Account Summary Overview	14
Account Details Overview	15
Quick Transfer	17
Account Nickname	18
Details & Settings	19
Account Grouping	20
Editing a Group Name	21
Deleting a Group	21
Security	22
Protecting Your Information	22
General Guidelines	22
Login ID and Password	22
Fraud Prevention	22
Security Preferences	23
Change Password	23
Change Login ID	24
Secure Delivery	25
Mobile Security Preferences	26
Enabling Touch ID or Fingerprint Login	26
Enabling Passcode Authentication	28
Disabling Passcode Authentication, Touch ID or Fingerprint Login	29
Enabling Face ID	30
Alerts Overview	31
Account Alerts	32
History Alerts	33
Online Transaction Alerts	34
Reminders	35
Security Alerts Overview	36
Editing Delivery Preferences	36
Enabling and Disabling Push Notifications	37
Secure Message Overview	38
Sending a Secure Message	39
Transaction Types	40
Moving Money Overview	40
Transactions	41
Transfer Funds	41
Member to Member Transfer	43
Linking Someone’s MCU Account	43
Single Transfers Between MCU Accounts	44
Loan Payments	45
Online Activity Report Overview	47
Using Filters	48
Creating or Deleting Custom Views Using Favorites	48
Editing Transactions	49
Canceling Transactions	50
Bill Payment	51
Advanced Bill Pay Overview	51
Hiding or Unhiding Payees from Payment Screen	53
Hide a Payee	53
Unhide a Payee	53
Creating a Payee Overview	54
Creating a Payee: Company	55
For a Known Payee	56
For an Unknown Payee	57
Creating a Payee: Person	58
Part 1 of 3: Choosing Payee and Payment Method	58
Part 2 of 3: Adding Payee Information	59
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	60
Editing a Payee	61
Deleting a Payee	62
Scheduling Payments	63
Rush Delivery	64
Recurring Payments	66
Editing Payments	68
Skipping Payments	70
Deleting Payments	71
Setting Up eBills	72
Adding an Account	73
Editing an Account	74
Deleting an Account	75
Editing Alerts	76
Categories	77
Editing a Category	78
Deleting a Category	79
GiftPay Overview	80
Creating a Recipient: Gift Check	81
Creating a Recipient: Donation	83
Sending a Gift	85
Sending a Donation	87
Editing a Gift or Donation Recipient	89
Deleting a Gift or Donation Recipient	90
Editing a Pending Gift or Donation	92
Deleting a Pending Gift or Donation	94
Money Management Tools	96
Initial Setup	96
Linking an Account	96
Unlinking an Account	97
Categorizing Transactions	98
Splitting a Transaction	99
Online Banking Home Page	100
Spending Overview	101
Spending: Recategorizing a Transaction	102
Budgets Overview	104
Auto-generated Budgets	105
Budgets From Scratch	105
Editing or Deleting a Budget	106
Managing Budgets	107
Trends Overview	108
Cash Flow Overview	109
Adding a Suggested Cash Event	110
Creating Your Own Cash Event	111
Editing, Deleting or Skipping a Cash Event	113
Net Worth Overview	114
Debts Overview	115
Services	116
Stop Payment Request	116
Single Check	116
Multiple Checks	117
Reordering Checks	118
eStatements	119
eStatement Delivery	121
Settings	122
Account Preferences	122
Change Address	123
Text Enrollment	124
Themes and Languages	126
Accessibility	127
Branches	128
Branches and ATMs	128

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