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
Dispute Transactions20
Account Analytics - Balance History22
Account Analytics - Spending23
Adding an External Account (View Only)24
Editing an External Account’s Credentials26
Editing an External Account27
Removing an External Account28
Security29
Protecting Your Information29
General Guidelines29
Login ID and Password29
Fraud Prevention29
Security Preferences30
Change Username30
Change Password31
Two-Factor Authentication32
Remembered Devices34
Mobile Security Preferences35
Enabling Digital ID35
Face ID/Fingerprint36
Message Center37
Inbox37
Sent39
Compose Message40
View and Reply41
eAlerts42
Transactions43
Make a Transfer (Mobile App)43
Add an Account44
Mobile App44
Adding an Internal Account (Member to Member Transfers)45
Adding an External Account (Transfer Option)47
Make a Transfer49
One-Time Transfers49
Recurring Transfers51
Loan Payments53
Recurring Loan Payments56
Scheduled Transfers58
Editing Transfers59
Deleting Transfers60
Deleting Recurring Transfers Series61
Transfer Activity63
More Actions64
Deposit Check65
Enrollment65
Depositing a Check66
Check Deposit History67
Pay a Person68
Add a New Contact68
Edit Contact69
Delete Contact70
Pay Someone71
Receiving a Payment from Pay a Person74
Edit Transfer76
Delete Transfer77
Bill Pay79
Creating a Payee79
Adding a Preloaded Payee80
Adding a Manual Payee81
Editing a Payee82
Deleting a Payee83
Single Payments84
Multiple Payments86
Expedite Payment88
Setting Up eBills90
Viewing eBills92
Editing Payments93
Deleting Payments95
Select Primary Account96
Statements & Documents97
Enrollment97
Unenroll From Statements & Documents98
Statements99
Tax Forms100
Settings101
Profile101
Contact Information102
Accounts104
Nickname, Hide and Color Code an Account104
Reorder Accounts106
Mobile Access107
Snapshot108
To Enable Snapshot109
To Use Snapshot110
Services111
Check Options111
Stop Payment111
Stop Payment History113
Reorder Checks114
Bank Check115
Overdraft Privilege116
Card Controls117
Blocking a Card117
Unblocking a Card118
Travel Notices119
Edit Travel Notices121
Delete Travel Notices122
Replacement Card123
Credit Card Controls125
24/7 Support126
User Guide127
Relationship Center/ATM Locator128
How-To Videos129
EZ Shield Identity Protection130
Add a Share or Loan131
Video Banking132
Send a Wire134
Domestic Wire134
International Wire136
Financial Wellness139
Financial Wellness139
Spending139
Bulk Categorize Transactions140
Savings Goals141
Edit a Savings Goals143
Edit a Savings Goals144
Add Money to a Savings Goals145
Investments & Financial Services146
Checking Rewards147
Credit Score Monitoring (My Credit Score)148

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