Northern Credit Union Digital Banking User Guide

First page Table of contents 1 Next page Last page

2-9-23

Online and Mobile Banking User Guide

PERSONAL

Published by Murphy & Company, Inc. 13610 Barrett Office Drive Suite 206

St. Louis, MO 63021 www.mcompany.com

© 2009-2022 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google LLC. Adobe Reader is a registered trademark of Adobe Systems, Inc. Portions of this guide were provided by Alkami

Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

Getting Started

Welcome to Mobile and Online Banking with Northern Credit Union! Whether you are at home or at the office using a mobile phone, tablet or laptop, we strive to make your Mobile and Online Banking experience easy and convenient. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Mobile and Online Banking process. If you have additional questions, contact us on our website, through our Video Banking app, or by texting or calling 315.782.0155. Visit our Digital Banking Resources page for other helpful resources to help you with personal and business Online & Mobile Banking, including more than 20 How-To Videos found on our Northern Credit Union YouTube channel.

Table of Contents Getting Started

Downloading Northern’s Mobile Banking App..........................................................8 New User Enrollment....................................................................................................9 Logging In.....................................................................................................................10 Logging Off............................................................................................................................ 10 Retrieve a Forgotten Username. ...............................................................................11 Resetting a Forgotten Password................................................................................12 Dashboard Dashboard Overview. .................................................................................................13 Accounts Account Details Overview...........................................................................................15 Categorizing Transactions................................................................................................... 17 Download Transactions ...................................................................................................... 18 Dispute Transactions .......................................................................................................... 20 Account Analytics - Balance History................................................................................... 22 Account Analytics - Spending.............................................................................................. 23 Adding an External Account (View Only). .................................................................24 Editing an External Account’s Credentials................................................................26 Editing an External Account.......................................................................................27 Removing an External Account..................................................................................28 Security Protecting Your Information......................................................................................29 General Guidelines............................................................................................................... 29 Login ID and Password........................................................................................................ 29 Fraud Prevention.................................................................................................................. 29 Security Preferences...................................................................................................30 Change Username................................................................................................................ 30 Change Password................................................................................................................. 31 Two-Factor Authentication.................................................................................................. 32 Remembered Devices.......................................................................................................... 34 Mobile Security Preferences......................................................................................35 Enabling Digital ID................................................................................................................ 35 Face ID/Fingerprint............................................................................................................... 36 Message Center...........................................................................................................37 Inbox...................................................................................................................................... 37 Sent........................................................................................................................................ 39 Compose Message............................................................................................................... 40 View and Reply...................................................................................................................... 41 eAlerts...........................................................................................................................42

Transactions Make a Transfer (Mobile App) ...................................................................................43 Add an Account............................................................................................................44 Mobile App............................................................................................................................ 44 Adding an Internal Account (Member to Member Transfers) . ...................................... 45 Adding an External Account (Transfer Option) ................................................................ 47 Make a Transfer...........................................................................................................49 One-Time Transfers. ............................................................................................................ 49 Recurring Transfers.............................................................................................................. 51 Loan Payments............................................................................................................53 Recurring Loan Payments. .........................................................................................56 Scheduled Transfers. ..................................................................................................58 Editing Transfers................................................................................................................... 59 Deleting Transfers................................................................................................................ 60 Deleting Recurring Transfers Series................................................................................... 61 Transfer Activity...........................................................................................................63 More Actions................................................................................................................64 Deposit Check..............................................................................................................65 Enrollment............................................................................................................................. 65 Depositing a Check............................................................................................................... 66 Check Deposit History. ........................................................................................................ 67 Pay a Person. ...............................................................................................................68 Add a New Contact............................................................................................................... 68 Edit Contact........................................................................................................................... 69 Delete Contact...................................................................................................................... 70 Pay Someone........................................................................................................................ 71 Receiving a Payment from Pay a Person........................................................................... 74 Edit Transfer.......................................................................................................................... 76 Delete Transfer..................................................................................................................... 77 Bill Pay Creating a Payee..........................................................................................................79 Adding a Preloaded Payee. ................................................................................................. 80 Adding a Manual Payee....................................................................................................... 81 Editing a Payee.............................................................................................................82 Deleting a Payee..........................................................................................................83 Single Payments. .........................................................................................................84 Multiple Payments. .....................................................................................................86 Expedite Payment. ......................................................................................................88 Setting Up eBills...........................................................................................................90 Viewing eBills. ..............................................................................................................92 Editing Payments.........................................................................................................93

Deleting Payments......................................................................................................95 Select Primary Account...............................................................................................96 Statements & Documents Enrollment....................................................................................................................97 Unenroll From Statements & Documents......................................................................... 98 Statements...................................................................................................................99 Tax Forms.................................................................................................................. 100 Settings Profile......................................................................................................................... 101 Contact Information................................................................................................. 102 Accounts.................................................................................................................... 104 Nickname, Hide and Color Code an Account................................................................. 104 Reorder Accounts.............................................................................................................. 106 Mobile Access. .......................................................................................................... 107 Snapshot.................................................................................................................... 108 To Enable Snapshot. ......................................................................................................... 109 To Use Snapshot................................................................................................................ 110 Services Check Options........................................................................................................... 111 Stop Payment..................................................................................................................... 111 Stop Payment History....................................................................................................... 113 Reorder Checks. ................................................................................................................ 114 Bank Check......................................................................................................................... 115 Overdraft Privilege. .................................................................................................. 116 Card Controls............................................................................................................ 117 Blocking a Card.................................................................................................................. 117 Unblocking a Card............................................................................................................. 118 Travel Notices. ................................................................................................................... 119 Edit Travel Notices............................................................................................................. 121 Delete Travel Notices........................................................................................................ 122 Replacement Card............................................................................................................. 123 Credit Card Controls . ....................................................................................................... 125 24/7 Support............................................................................................................. 126 User Guide. ............................................................................................................... 127 Relationship Center/ATM Locator.......................................................................... 128 How-To Videos ......................................................................................................... 129 EZ Shield Identity Protection................................................................................... 130 Add a Share or Loan................................................................................................. 131

Financial Wellness.................................................................................................... 132 Spending............................................................................................................................. 132 Bulk Categorize Transactions. ......................................................................................... 133 Savings Goals..................................................................................................................... 134 Edit a Savings Goals. ......................................................................................................... 136 Edit a Savings Goals. ......................................................................................................... 137 Add Money to a Savings Goals. ....................................................................................... 138 Video Banking........................................................................................................... 139 Send a Wire............................................................................................................... 141 Domestic Wire. .................................................................................................................. 141 International Wire. ............................................................................................................ 143

Getting Started Downloading Northern’s Mobile Banking App

1. On your personal device, locate the app store and search for “Northern Credit Union” 2. Locate the Northern CU Mobile Banking app. 3. Download the Mobile Banking app to your device. Once downloaded you can open the mobile app to begin registration or to login! Note : On your personal device you can enable apps to automatically update when a new version becomes available. If your Mobile Banking app does not automatically update when a new app version becomes available, simply search “Northern Credit Union” from your device app store to search for “updates” to the mobile app. If you experience any issues with your Mobile Banking app, ensure your phone software version is up to date and try uninstalling the Mobile Banking app and reinstalling it directly from the app store.

Getting Started: Downloading Northern’s Mobile Banking App

Getting Started

If you’re new to Mobile and Online Banking with Northern Credit Union, you need to complete the enrollment process the first time you log in. Once you complete these few quick steps, you’ll be on your way to banking everywhere you go! The step-by-step instructions and screenshots in this section are taken from a desktop computer. The process is nearly identical from your mobile device. New User Enrollment 1. Go to mynorthern.com. 2. Click the “New User?” link. 3. Click the Register as an individual button. 4. Review and accept Mobile and Online Banking Agreement and click the Continue button. 5. Confirm your identity with the required information, and click the Continue button. Note : Android users when clicking on the year in the upper left hand corner of the calendar, another box will pop up when selecting DOB. 6. Create a username and password in the provided fields, then click the Next button. Click the “Show Rules” link to view the types of characters to include. 7. A temporary password will be sent to the contact information we have on file for email, text message or phone number. Enter the temporary password and then create new password. 8. Review the user agreement and click the Agree button. 9. The Dashboard will appear.

Getting Started: New User Enrollment

Getting Started Logging In

After your first-time enrollment, logging in is easy and only requires your username and password. If you are logging in on a device you have not previously registered, you need to request a verification code. Go to page 35 for more information about logging in using a Passcode, Face ID, or Fingerprint login.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1. Enter your username and password. 2. Click the Log In button. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a Logging Off For your security, you should always log off when you finish your Mobile and Online Banking session. We may also log you off due to inactivity. 1. Click your name in the upper right corner of the screen. 2. Click the Log Out tab. 3. Close your web browser. 11a 12a 13 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Getting Started: Logging In

Getting Started Retrieve a Forgotten Username

If you happen to forget your username, you can easily retrieve it from the Northern Credit Union Home page—no need to call us!

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1. Click the “Forgot Username” link. 2. Click the Find my individual username button. 3. Enter your account/member number, social security number/ Tax ID and birth date. 4. Click the Continue button. 5. Your username will then appear. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 0 1 2 3 4 5 6 7 8 9 J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

J3 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 2 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 9 1b 2b 3b 4b 5b 6b 7b 8b 9 1c 2c 3c 4c 5c 6c 7c 8c 9 11a 12a 13a 14a 15a 16a 17a 18a 1 1d 2d 3d 4d 5d 6d 7d 8d 9

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

Getting Started: Retrieve a Forgotten Username

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

Getting Started Resetting a Forgotten Password

If you happen to forget your password or lock yourself out due to invalid password attempts, you can easily reestablish a new one from the Northern Credit Union Home page—no need to call us!

11 12 13 14 15 16 17 18 1 21 22 23 24 25 26 27 28 2 1 2 3 4 5 6 7 8 9 K L M N O P Q R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 11a 12a 13a 14a 15a 16a 17a 18a 19a 11b 12b 13b 14b 15b 16b 17b 18b 19b 1d 2d 3d 4d 5d 6d 7d 8d 9d K L M N O P Q R S U V W X Y Z A B C D E F G H I A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 1a 2a 3a 4a 5a 6a 7a 8a 9 1b 2b 3b 4b 5b 6b 7b 8b 9 1c 2c 3c 4c 5c 6c 7c 8c 9 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

1. Click the “Forgot Password” link. 2. Accept the disclosure and click the Continue button. 3. Enter your username, social security number/ Tax ID and birthdate. 4. Click the Continue button. 5. You will receive a verification code. Enter the verification code and update your password. 10a 1a 2a 3a 4a 5a 6a 7 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I Note : Passwords must be 8-20 characters in length and must contain 1 uppercase letter, one lowercase letter, 1 number, and one special character. Your password cannot contain part of your name or username. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 J2

1d 2d 3d 4d 5d 6d 7d 8d

11a 12a 13a 14a 15a 16a 17a 18a 1

11b 12b 13b 14b 15b 16b 17b 18b 1

A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 13c D1 E1 F1 G1 H1 A2 B2 13d D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3

Getting Started: Resetting a Forgotten Password

Dashboard

Dashboard Overview After logging in, you are taken directly to the Dashboard. From here, you can navigate to every feature within Mobile and Online Banking. You can view the balances in your accounts, see your account summaries and more! The step-by-step instructions and screenshots in this section are taken from a desktop computer. The process is nearly identical from your mobile device but some small features, like downloading transactions to Excel or Quicken, are only available from a desktop. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

J1 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 2 13 4 5 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

A. On a desktop computer, the navigation bar appears in every view at the top of the screen. You can navigate to Mobile and Online Banking features by selecting the appropriate tab. B. On the Mobile Banking App, the navigation menu can be located by clicking on “More…” in the bottom left-hand corner of the app menu. C. Your accounts are displayed in an account card with its available and current balances. If you click an account card, you are taken to the Account Details page. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 0b 1b 2b 3b 4b 5b 6b 7b 8b 9b 0c 1c 2c 3c 4c 5c 6c 7c 8c 9c 0d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 13c D1 E1 F1 G1 H1 I1

Dashboard: Dashboard Overview J2

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

D. The icon allows you to choose the accounts you’d like to appear on your dashboard. These settings only affect the accounts displayed on the dashboard. They do not affect the way accounts are displayed in other parts of the system. The Dashboard has to be refreshed in order for changes to display. E. Click the Get Started button to link an external account. Go to page 24 for more information. F. Activity modules provide a quick glance of recent and future activities. G. Click the Move Money button to make a payment. Go to page 53 for more information about loan payments. Go to page 125 for more information about credit cards.

Dashboard: Resetting a Forgotten Password

Accounts

Account Details Overview Selecting a Northern Credit Union account on the Dashboard takes you to the Account Details page, where you can view every transaction pertaining to that account as well as the account number. From here, you can view details such as type of transaction, check images and account balances, so you stay organized and on top of your finances.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 13c D1 E1 F1 G1 H1 I1 A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J1

11 12 13 21 22 23 1 2 3

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 A2 B2 13 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1 2 3 4 5 6 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A B1 13c D1 E1 F1 G H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 3c D1 E1 F1 G1 H1 I1 D2 E2 F2 G2 H2 I2 10 1 12 13 14 15 16 17 18 19 20 1 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 10a 1a 2a 3a 4a 5a 6 7 8a 9a 10b 1b 2 3 4 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11 12 13a 14a 15a 6 17a 18a 19a 20a 11b 12b 13 14 15 6b 17b 18 9 20b J1

J2 K L M N O P U V W X Y Z A B C D E F J2 J3 J3 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 1a 2a 3a 1b 2b 3b 1c 2c 3c K L M U V W A B C 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 11a 12a 13a 11b 12b 13b 1d 2d 3d 11a 12a 13a 14a 15a 11b 12b 13b 14b 15b 1d 2d 3d 4d 5d A1 B1 13c D1 E1 A2 B2 13d D2 E2 A3 B3 C3 D3 E3 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c A1 B1 13c A2 B2 13d A3 B3 C3

J1 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 J2 J3 J1 13c D E1 F1 G H I1 J2 13d D E2 F2 G H I2 J3 10 11 12 13 14 15 16 17 18 19 0 21 22 23 24 25 26 27 28 29 0 1 2 3 4 5 6 7 8 9 J2 J2 J3 J3 J2

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1 a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 1 b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 13c D1 E1 F1 G1 H1 I1 A1 B A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 A2 B A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3

1d 2d 3d 4d 5d 6d

A B C D E3 F3 G H I3

11a 12a 13a 14a 15a 16a

11b 12b 13b 14b 15b 16b

A1 B1 13c D1 E1 F1 A2 B2 13d D2 E2 F2 A3 B3 C3 D3 E3 F3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

Accounts: Account Details Overview

A3 B3 C3 D3 E3 F3 G3 H3 I3

Click the Dashboard tab and select an account. A. View a list of all of your accounts. B. View the current and available balance of your account. C. Click the icon to edit an account’s name. D. Search, filter or sort your transactions.

E. View a list of recent transactions. Pending transactions are separated and displayed above posted transactions. Pending transactions are reflected in an account’s available balance but not the current balance. Click a transaction to view more details. F. Click the icon to print the transactions for the selected account(s). G. Click the icon to download the transactions for the selected account(s). You can export a comma-separated value file (CSV) or a file formatted for Quicken/Quickbooks. For more information about downloading files, go to page 18. H. Categorize transactions by selecting a category using the drop-down. Go to page 17 for more information. I. Click the Account Details tab to view additional details about the account including the account number, MICR number for ordering checks and interest rate and payment information for loans. J. Click the Analytics tab to display graphs of the selected account’s balance history and spending history over the specified date range. Go to page 22 for more information. K. Click the icon to view your full account number.

Accounts: Account Details Overview

Categorizing Transactions Selecting a transaction description or category displays Transaction Details. The Transaction Details screen allows you to categorize transactions.

11 12 21 22 1 2 K L U V A B 1a 2a 1b 2b 1c 2c

1d 2d

11a 12a

11b 12b

Click the Dashboard tab and select an account. 1. Click a transaction. 2. Use the drop-down to assign a category.

A1 B1 A2 B2 A3 B3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b Note : Categorizing your transactions will allow you to see how your money is being spent month over month, under the Financial Wellness tab. For more information about Financial Wellness go to page 132. J1 A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 J2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

Download Transactions Easily download transaction lists.

• Downloading to Quicken: This method allows you to update all of your accounts with one click. This service supports the latest version as well as the two previous versions of Quicken. This includes downloading financial data from financial institutions, and technical support. • Downloading to Your Desktop: You can download account information to your desktop as a comma-delimited file or comma-separated value (CSV) file and import it into Microsoft Excel and most other spreadsheet programs on Windows or Mac.

Click the Dashboard tab and select an account. 1. Click the icon to export the transactions.

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

2. Use the drop-down to select a download format. 3. Select a start and end date. 4. Check the boxes to select accounts. 5. Click the Download button. A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A2 B2 13d D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 13c D1 E1 F1 G1 H1 I1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 J2

A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

Dispute Transactions

Note : Please be aware that we must receive your dispute no later than 60 days from the date of the statement on which the error or problem occurred. If you believe your dispute involves fraudulent activity, please immediately report your card as lost or stolen under the Card Controls widget and let us know how you would like to receive your replacement by secure message in the Message Center, calling or texting us at 315.782.0155.

11 12 21 22 1 2 K L U V A B 1a 2a 1b 2b 1c 2c

11a 12a 11 12 13 14 15 16 17 1 21 22 23 24 25 26 27 2 1 2 3 4 5 6 7 8 K L M N O P Q U V W X Y Z A B C D E F G 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 1d 2d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11b 12b

1d 2d 3d 4d 5d 6d 7d

A1 B1 A2 B2 A3 B3

11a 12a 13a 14a 15a 16a 17a 1

Click the Dashboard tab and select an account. 1. Click the transaction you would like to dispute. 2. Click the “Help” link. 3. Select “I want to report an error or fraudulent activity” and click the Select button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

11b 12b 13b 14b 15b 16b 17b 1

A1 B1 13c D1 E1 F1 G1 A2 B2 13d D2 E2 F2 G2 H A3 B3 C3 D3 E3 F3 G3 H

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 2 13 14 15 16 17 18 19 20 2 23 4 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10 3 14 15 16 17 18 19 20 3 24 25 26 27 28 29 30 3 4 5 6 7 8 9 J M N O P Q R S T W X Y Z C D E F G H I 10 4 15 16 17 18 19 20 4 5 26 27 28 29 30 4 5 6 7 8 9 J N O P Q R S T X Y Z D E F G H I 10 5 16 17 18 19 20 25 26 27 28 29 30 5 6 7 8 9 J O P Q R S T Y Z E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 2a 3 4a 5a 6a 7a 8a 9a 10b 2b 3 4 5 6 7 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5 6d 7d 8d 9d 10a 3a 4a 5a 6a 7a 8a 9a 10b 3b 4b 5b 6b 7b 8b 9b 10c 3c 4c 5c 6c 7c 8c 9c 10d 3d 4d 5d 6d 7d 8d 9d 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 0c 4c 5c 6c 7c 8c 9c 0d 4d 5d 6d 7d 8d 9d 10a 5a 6a 7a 8a 9a 10b 5b 6b 7b 8b 9b 10c 5c 6c 7c 8c 9c 10d 5d 6d 7d 8d 9d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 0 A1 B1 13c D1 E1 F1 G1 H1 I1 1a 12a 13a 14a 15a 16a 17a 18a 19a 20a A2 B2 13d D2 E2 F2 G2 H2 I2 1b 12b 13b 14b 15b 16b 17b 18b 19b 20b 2a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 10 1 12 13 14 15 16 17 18 19 20 1 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 A1 B1 13c D1 E1 F1 G1 H1 I1 2b 13b 14b 15b 16b 17b 18b 19b 20b 3a 14a 15a 16a 17a 18a 19a 20a A2 B2 13d D2 E2 F2 G2 H2 I2 B1 13c D1 E1 F1 G1 H1 I1 3b 14b 15b 16b 17b 18b 19b 20b J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 B2 13d D2 E2 F2 G2 H2 I2 3c D1 E1 F1 G1 H1 I1 14a 15a 16a 17a 18a 19a 20a J1 J2 J3 B3 C3 D3 E3 F3 G3 H3 I3 3d D2 E2 F2 G2 H2 I2 4b 15b 16b 17b 18b 19b 20b J1 J2

4. Enter dispute details such as dates, contacts or other pertinent information. 5. Enter the last four digits of your card number. 6. (Optional) Enter the merchant’s name. 7. Let us know if you authorized the transaction. 8. Check the box next to “I Agree.” 9. Click the Submit button. J1 J2 J3 J1 J2 0a

Accounts: Account Details Overview

Account Analytics - Balance History Balance History Analytics displays a graph of the selected account’s balance over the specified date range.

11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8b 9b 10 1c 2c 3c 4c 5c 6c 7c 8c 9c 10 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20 11b 12b 13b 14b 15b 16b 17b 18b 19b 20 11a 12a 13a 14a J A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 1d 2d 3d 4d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

Click the Dashboard tab and select an account. 1. Click the Analytics tab. 2. Click the Balance History button. 3. Select the date range that you want displayed.

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

Account Analytics - Spending Spending Analytics displays a breakdown of categorized expenses over the specified date range.

J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 14a 11b 12b 13b 14b 1d 2d 3d 4d A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

Click the Dashboard tab and select an account. 1. Click the Analytics tab. 2. Click the Spending button. 3. Select the date range that you want displayed. 4. Click the

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

icon to display additional information for each category.

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

Accounts

Adding an External Account (View Only)

Your accounts at other financial institutions can be linked to Mobile and Online Banking with Northern Credit Union, so you can manage your accounts from one login. You can link investments, bank accounts, credit cards and bills. By providing your login credentials, we verify in real time that you own the account you want to link. When you enter your login username and passwords, we use this information to establish a secure connection with your financial institution. This connection allows us to quickly link to your account. Note : This is a view only of your external account to see balances and transactions. To add an external account to make a transfer to and from refer to “Adding an External Account (Transfer Option)” on page 47.

11 12 13 1 21 22 23 2 1 2 3

Click the Dashboard tab . 1. Click the Get Started button. 2. Click the I agree button.

1a 2a 3a 1b 2b 3b 1c 2c 3c K L M U V W A B C

1d 2d 3d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11a 12a 13a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11b 12b 13b

A1 B1 13c D1 E1 F1 G1 H1 I1

A1 B1 13c A2 B2 13d A3 B3 C3

Accounts: Adding an External Account (View Only)

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 3. Search for an institution or select from popular institutions. 4. Enter your credentials with the other financial institution and click the Submit button. 5. The system will now bring in your accounts. The spinning wheel indicates the verification is in process. 6. Wait until the green check appears in the upper right-hand corner and choose close or to link another account. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Adding an External Account (View Only)

Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28 Page 29 Page 30 Page 31 Page 32 Page 33 Page 34 Page 35 Page 36 Page 37 Page 38 Page 39 Page 40 Page 41 Page 42 Page 43 Page 44 Page 45 Page 46 Page 47 Page 48 Page 49 Page 50 Page 51 Page 52 Page 53 Page 54 Page 55 Page 56 Page 57 Page 58 Page 59 Page 60 Page 61 Page 62 Page 63 Page 64 Page 65 Page 66 Page 67 Page 68 Page 69 Page 70 Page 71 Page 72 Page 73 Page 74 Page 75 Page 76 Page 77 Page 78 Page 79 Page 80 Page 81 Page 82 Page 83 Page 84 Page 85 Page 86 Page 87 Page 88 Page 89 Page 90 Page 91 Page 92 Page 93 Page 94 Page 95 Page 96 Page 97 Page 98 Page 99 Page 100 Page 101 Page 102 Page 103 Page 104 Page 105 Page 106 Page 107 Page 108 Page 109 Page 110 Page 111 Page 112 Page 113 Page 114 Page 115 Page 116 Page 117 Page 118 Page 119 Page 120 Page 121 Page 122 Page 123 Page 124 Page 125 Page 126 Page 127 Page 128 Page 129 Page 130 Page 131 Page 132 Page 133 Page 134 Page 135 Page 136 Page 137 Page 138 Page 139 Page 140 Page 141 Page 142 Page 143 Page 144 Page 145 Page 146

Made with FlippingBook Ebook Creator