Northern Credit Union Digital Banking User Guide

Getting Started8
Downloading Northern’s Mobile Banking App8
New User Enrollment9
Logging In10
Logging Off10
Retrieve a Forgotten Username11
Resetting a Forgotten Password12
Dashboard13
Dashboard Overview13
Accounts15
Account Details Overview15
Categorizing Transactions17
Download Transactions18
Account Analytics - Balance History20
Account Analytics - Spending21
Adding an External Account (View Only)22
Editing an External Account’s Credentials24
Editing an External Account25
Removing an External Account26
Security27
Protecting Your Information27
General Guidelines27
Login ID and Password27
Fraud Prevention27
Security Preferences28
Change Username28
Change Password29
Two-Factor Authentication30
Remembered Devices32
Mobile Security Preferences33
Enabling Digital ID33
Face ID/Fingerprint34
Message Center35
Inbox35
Sent37
Compose Message38
View and Reply39
eAlerts40
Transactions41
Make a Transfer (Mobile App)41
Add an Account42
Mobile App42
Adding an Internal Account (Member to Member Transfers)43
Adding an External Account (Transfer Option)45
Make a Transfer47
One-Time Transfers47
Recurring Transfers49
Loan Payments51
Recurring Loan Payments54
Scheduled Transfers56
Editing Transfers57
Deleting Transfers58
Deleting Recurring Transfers Series59
Transfer Activity61
More Actions62
Deposit Check63
Enrollment63
Depositing a Check64
Check Deposit History65
Pay a Person66
Add a New Contact66
Edit Contact67
Delete Contact68
Pay Someone69
Receiving a Payment from Pay a Person72
Edit Transfer74
Delete Transfer75
Bill Pay77
Creating a Payee77
Adding a Preloaded Payee78
Adding a Manual Payee79
Editing a Payee80
Deleting a Payee81
Single Payments82
Multiple Payments84
Expedite Payment86
Setting Up eBills88
Viewing eBills90
Editing Payments91
Deleting Payments93
Select Primary Account94
Statements & Documents95
Enrollment95
Unenroll From Statements & Documents96
Statements97
Tax Forms98
Settings99
Profile99
Contact Information100
Accounts102
Nickname, Hide and Color Code an Account102
Reorder Accounts104
Mobile Access105
Snapshot106
To Enable Snapshot107
To Use Snapshot108
Services109
Check Options109
Stop Payment109
Stop Payment History111
Reorder Checks112
Bank Check113
Overdraft Privilege114
Debit Card Controls115
Switch Cards115
Recent Transactions116
Activate Card117
Set Debit Card PIN118
Blocking a Card119
Unblocking a Card120
Add Travel Plan121
Edit Travel Plans123
Delete Travel Plans124
Card of File125
Update Card126
Need Feedback129
Recurring Payments131
Debit Card Controls - Locations132
Debit Card Controls - Merchant Types134
Debit Card Controls - Transaction Types135
Debit Card Controls - Spend Limits136
Debit Card Alerts137
Report Debit Card Lost or Stolen138
Personal Information139
Hide/Show Cards140
Credit Card Controls141
Skip A Pay142
24/7 Support143
User Guide144
Relationship Center/ATM Locator145
How-To Videos146
EZ Shield Identity Protection147
Add a Share or Loan148
Send a Wire149
Domestic Wire149
International Wire151
Financial Wellness154
Financial Wellness154
Spending154
Bulk Categorize Transactions155
Savings Goals156
Edit a Savings Goals158
Edit a Savings Goals159
Add Money to a Savings Goals160
Investments & Financial Services161
Checking Rewards162
Credit Score Monitoring (My Credit Score)163

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