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
Zelle®: Send Money	72
To Enroll in Zelle®	72
Adding a Recipient	73
Editing a Recipient	74
Deleting a Recipient	76
Send Money with Zelle®	78
Request Money with Zelle®	80
View Activity & Respond to Payment Requests	82
To Cancel a payment	82
Manage Payment Profiles	83
Change Your Primary Account	83
Add a New Email or Mobile Number	85
Unenroll from Zelle®	87
Pay a Person	88
Add a New Contact	88
Edit Contact	89
Delete Contact	90
Pay Someone	91
Receiving a Payment from Pay a Person	94
Edit Transfer	96
Delete Transfer	97
Bill Pay	99
Creating a Payee	99
Adding a Preloaded Payee	100
Adding a Manual Payee	101
Editing a Payee	102
Deleting a Payee	103
Single Payments	104
Multiple Payments	106
Expedite Payment	108
Setting Up eBills	110
Viewing eBills	112
Editing Payments	113
Deleting Payments	115
Select Primary Account	116
Statements & Documents	117
Enrollment	117
Unenroll From Statements & Documents	118
Statements	119
Tax Forms	120
Statement Inserts	121
Settings	122
Profile	122
Contact Information	123
Accounts	125
Nickname, Hide and Color Code an Account	125
Reorder Accounts	127
Mobile Access	128
Snapshot	129
To Enable Snapshot	130
To Use Snapshot	131
Services	132
Check Options	132
Stop Payment	132
Stop Payment History	134
Reorder Checks	135
Bank Check	136
Overdraft Privilege	137
Debit Card Controls	138
Switch Cards	138
Recent Transactions	139
Activate Card	140
Set Debit Card PIN	141
Blocking a Card	142
Unblocking a Card	143
Add Travel Plan	144
Edit Travel Plans	146
Delete Travel Plans	147
Card on File	148
Update Card	149
Need Feedback	152
Recurring Payments	154
Debit Card Controls - Locations	155
Debit Card Controls - Merchant Types	157
Debit Card Controls - Transaction Types	158
Debit Card Controls - Spend Limits	159
Debit Card Alerts	160
Report Debit Card Lost or Stolen	161
Personal Information	162
Hide/Show Cards	163
Credit Card Controls	164
Skip A Pay	165
24/7 Support	166
CoBrowse Support	167
User Guide	168
Relationship Center/ATM Locator	169
How-To Videos	170
EZ Shield Identity Protection	171
Add a Share or Loan	172
Send a Wire	173
Domestic Wire	173
International Wire	175
Financial Wellness	178
Financial Wellness	178
Spending	178
Bulk Categorize Transactions	179
Savings Goals	180
Edit a Savings Goals	182
Edit a Savings Goals	183
Add Money to a Savings Goals	184
Investments & Financial Services	185
Checking Rewards	186
Credit Score Monitoring (My Credit Score)	187

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