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
Dispute Transactions
20
Account Analytics - Balance History
22
Account Analytics - Spending
23
Adding an External Account (View Only)
24
Editing an External Account’s Credentials
26
Editing an External Account
27
Removing an External Account
28
Security
29
Protecting Your Information
29
General Guidelines
29
Login ID and Password
29
Fraud Prevention
29
Security Preferences
30
Change Username
30
Change Password
31
Two-Factor Authentication
32
Remembered Devices
34
Mobile Security Preferences
35
Enabling Digital ID
35
Face ID/Fingerprint
36
Message Center
37
Inbox
37
Sent
39
Compose Message
40
View and Reply
41
eAlerts
42
Transactions
43
Make a Transfer (Mobile App)
43
Add an Account
44
Mobile App
44
Adding an Internal Account (Member to Member Transfers)
45
Adding an External Account (Transfer Option)
47
Make a Transfer
49
One-Time Transfers
49
Recurring Transfers
51
Loan Payments
53
Recurring Loan Payments
56
Scheduled Transfers
58
Editing Transfers
59
Deleting Transfers
60
Deleting Recurring Transfers Series
61
Transfer Activity
63
More Actions
64
Deposit Check
65
Enrollment
65
Depositing a Check
66
Check Deposit History
67
Pay a Person
68
Add a New Contact
68
Edit Contact
69
Delete Contact
70
Pay Someone
71
Receiving a Payment from Pay a Person
74
Edit Transfer
76
Delete Transfer
77
Bill Pay
79
Creating a Payee
79
Adding a Preloaded Payee
80
Adding a Manual Payee
81
Editing a Payee
82
Deleting a Payee
83
Single Payments
84
Multiple Payments
86
Expedite Payment
88
Setting Up eBills
90
Viewing eBills
92
Editing Payments
93
Deleting Payments
95
Select Primary Account
96
Statements & Documents
97
Enrollment
97
Unenroll From Statements & Documents
98
Statements
99
Tax Forms
100
Settings
101
Profile
101
Contact Information
102
Accounts
104
Nickname, Hide and Color Code an Account
104
Reorder Accounts
106
Mobile Access
107
Snapshot
108
To Enable Snapshot
109
To Use Snapshot
110
Services
111
Check Options
111
Stop Payment
111
Stop Payment History
113
Reorder Checks
114
Bank Check
115
Overdraft Privilege
116
Card Controls
117
Blocking a Card
117
Unblocking a Card
118
Travel Notices
119
Edit Travel Notices
121
Delete Travel Notices
122
Replacement Card
123
Credit Card Controls
125
24/7 Support
126
User Guide
127
Relationship Center/ATM Locator
128
How-To Videos
129
EZ Shield Identity Protection
130
Add a Share or Loan
131
Video Banking
132
Send a Wire
134
Domestic Wire
134
International Wire
136
Financial Wellness
139
Financial Wellness
139
Spending
139
Bulk Categorize Transactions
140
Savings Goals
141
Edit a Savings Goals
143
Edit a Savings Goals
144
Add Money to a Savings Goals
145
Investments & Financial Services
146
Checking Rewards
147
Credit Score Monitoring (My Credit Score)
148
Made with FlippingBook
Ebook Creator