Northern Credit Union Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
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	13
Dashboard Overview	13
Accounts	15
Account Details Overview	15
Categorizing Transactions	17
Download Transactions	18
Account Analytics - Balance History	20
Account Analytics - Spending	21
Adding an External Account (View Only)	22
Editing an External Account’s Credentials	24
Editing an External Account	25
Removing an External Account	26
Security	27
Protecting Your Information	27
General Guidelines	27
Login ID and Password	27
Fraud Prevention	27
Security Preferences	28
Change Username	28
Change Password	29
Two-Factor Authentication	30
Remembered Devices	32
Mobile Security Preferences	33
Face ID/Fingerprint	34
Message Center	35
Inbox	35
Sent	37
Compose Message	38
View and Reply	39
eAlerts	40
Transactions	41
Move Money (Mobile App)	41
Make a Transfer (Mobile App)	42
Add an Account	43
Mobile App	43
Adding an Internal Account (Member to Member Transfers)	44
Adding an External Account (Transfer Option)	46
Make a Transfer	48
One-Time Transfers	48
Recurring Transfers	50
Loan Payments	52
Recurring Loan Payments	55
Scheduled Transfers	57
Editing Transfers	58
Deleting Transfers	59
Deleting Recurring Transfers Series	60
Transfer Activity	62
Digital Wallet	63
More Actions	65
Deposit Check	66
Enrollment	66
Depositing a Check	67
Check Deposit History	68
Pay a Person	69
Add a New Contact	69
Edit Contact	70
Delete Contact	71
Pay Someone	72
Receiving a Payment from Pay a Person	75
Edit Transfer	77
Delete Transfer	78
Bill Pay	80
Creating a Payee	80
Adding a Preloaded Payee	81
Adding a Manual Payee	82
Editing a Payee	83
Deleting a Payee	84
Single Payments	85
Multiple Payments	87
Expedite Payment	89
Setting Up eBills	91
Viewing eBills	93
Editing Payments	94
Deleting Payments	96
Select Primary Account	97
Statements & Documents	98
Enrollment	98
Unenroll From Statements & Documents	99
Statements	100
Tax Forms	101
Statement Inserts	102
Settings	103
Profile	103
Contact Information	104
Accounts	106
Nickname, Hide and Color Code an Account	106
Reorder Accounts	108
Mobile Access	109
Snapshot	110
To Enable Snapshot	111
To Use Snapshot	112
Services	113
Check Options	113
Stop Payment	113
Stop Payment History	115
Reorder Checks	116
Bank Check	117
Overdraft Privilege	118
Debit Card Controls	119
Switch Cards	119
Recent Transactions	120
Activate Card	121
Set Debit Card PIN	122
Blocking a Card	123
Unblocking a Card	124
Add Travel Plan	125
Edit Travel Plans	127
Delete Travel Plans	128
Card on File	129
Update Card	130
Need Feedback	133
Recurring Payments	135
Debit Card Controls - Locations	136
Debit Card Controls - Merchant Types	138
Debit Card Controls - Transaction Types	139
Debit Card Controls - Spend Limits	140
Debit Card Alerts	141
Report Debit Card Lost or Stolen	142
Personal Information	143
Hide/Show Cards	144
Credit Card Controls	145
Skip A Pay	146
24/7 Support	147
CoBrowse Support	148
User Guide	149
Relationship Center/ATM Locator	150
How-To Videos	151
EZ Shield Identity Protection	152
Add a Share or Loan	153
Send a Wire	154
Domestic Wire	154
International Wire	156
Financial Wellness	159
Financial Wellness	159
Spending	159
Bulk Categorize Transactions	160
Savings Goals	161
Edit a Savings Goals	163
Edit a Savings Goals	164
Add Money to a Savings Goals	165
Investments & Financial Services	166
Checking Rewards	167
Credit Score Monitoring (My Credit Score)	168

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