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
Greenlight	13
Dashboard	16
Dashboard Overview	16
Accounts	18
Account Details Overview	18
Categorizing Transactions	20
Download Transactions	21
Account Analytics - Balance History	23
Account Analytics - Spending	24
Adding an External Account (View Only)	25
Editing an External Account’s Credentials	27
Editing an External Account	28
Removing an External Account	29
Security	30
Protecting Your Information	30
General Guidelines	30
Login ID and Password	30
Fraud Prevention	30
Security Preferences	31
Change Username	31
Change Password	32
Two-Factor Authentication	33
Remembered Devices	35
Mobile Security Preferences	36
Face ID/Fingerprint	37
Message Center	38
Inbox	38
Sent	40
Compose Message	41
View and Reply	42
eAlerts	43
Transactions	44
Move Money (Mobile App)	44
Make a Transfer (Mobile App)	45
Add an Account	46
Mobile App	46
Adding an Internal Account (Member to Member Transfers)	47
Adding an External Account (Transfer Option)	49
Make a Transfer	51
One-Time Transfers	51
Recurring Transfers	53
Loan Payments	55
Recurring Loan Payments	58
Scheduled Transfers	60
Editing Transfers	61
Deleting Transfers	62
Deleting Recurring Transfers Series	63
Transfer Activity	65
Digital Wallet	66
More Actions	68
Deposit Check	69
Enrollment	69
Depositing a Check	70
Check Deposit History	71
Pay a Person	72
Add a New Contact	72
Edit Contact	73
Delete Contact	74
Pay Someone	75
Receiving a Payment from Pay a Person	78
Edit Transfer	80
Delete Transfer	81
Bill Pay	83
Creating a Payee	83
Adding a Preloaded Payee	84
Adding a Manual Payee	85
Editing a Payee	86
Deleting a Payee	87
Single Payments	88
Multiple Payments	90
Expedite Payment	92
Setting Up eBills	94
Viewing eBills	96
Editing Payments	97
Deleting Payments	99
Select Primary Account	100
Statements & Documents	101
Enrollment	101
Unenroll From Statements & Documents	102
Statements	103
Tax Forms	104
Statement Inserts	105
Settings	106
Profile	106
Contact Information	107
Accounts	109
Nickname, Hide and Color Code an Account	109
Reorder Accounts	111
Mobile Access	112
Snapshot	113
To Enable Snapshot	114
To Use Snapshot	115
Services	116
Check Options	116
Stop Payment	116
Stop Payment History	118
Reorder Checks	119
Bank Check	120
Overdraft Privilege	121
Debit Card Controls	122
Switch Cards	122
Recent Transactions	123
Activate Card	124
Set Debit Card PIN	125
Blocking a Card	126
Unblocking a Card	127
Add Travel Plan	128
Edit Travel Plans	130
Delete Travel Plans	131
Card on File	132
Update Card	133
Need Feedback	136
Recurring Payments	138
Debit Card Controls - Locations	139
Debit Card Controls - Merchant Types	141
Debit Card Controls - Transaction Types	142
Debit Card Controls - Spend Limits	143
Debit Card Alerts	144
Report Debit Card Lost or Stolen	145
Personal Information	146
Hide/Show Cards	147
Credit Card Controls	148
Skip A Pay	149
24/7 Support	150
CoBrowse Support	151
User Guide	152
Relationship Center/ATM Locator	153
How-To Videos	154
EZ Shield Identity Protection	155
Add a Share or Loan	156
Send a Wire	157
Domestic Wire	157
International Wire	159
Financial Wellness	162
Financial Wellness	162
Spending	162
Bulk Categorize Transactions	163
Savings Goals	164
Edit a Savings Goals	166
Edit a Savings Goals	167
Add Money to a Savings Goals	168
Investments & Financial Services	169
Checking Rewards	170
Credit Score Monitoring (My Credit Score)	171

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