Oklahoma's Credit Union Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging Off	9
Resetting a Forgotten Password	10
Home Page	12
Home Page Overview	12
Mobile Thumb Bar	14
Account Details Overview	15
Dispute Tracking	17
Quick Transfer	20
Account Nickname	21
Details & Settings	22
Manage Accounts	23
Manual Accounts	24
Adding a Manual Account	24
Editing a Manual Account	25
Deleting a Manual Account	26
Security	27
Protecting Your Information	27
General Guidelines	27
Username and Password	27
Fraud Prevention	27
Security Preferences	28
Change Password	28
Change Username	29
Secure Delivery	30
Login History	31
Mobile Security Preferences	32
Enabling Touch ID or Fingerprint Login	32
Enabling Passcode Authentication	34
Disabling Passcode Authentication, Touch ID or Fingerprint Login	35
Enabling Face ID	36
Alerts Overview	37
Account Alerts	38
Status Alerts	39
Transaction Alerts	40
Security Alerts Overview	41
Editing Delivery Preferences	41
Enabling and Disabling Push Notifications	42
Secure Inbox Overview	43
Sending a Secure Message	44
Transaction Types	45
Move Money Overview	45
Transactions	47
Transfer Money	47
Send Money with Zelle® Setup	49
Initial Setup	49
Adding a Recipient	50
Send Money with Zelle®	51
Request Money with Zelle®	53
Split Payment with Zelle®	54
Zelle® Settings	55
Pay a Loan	56
Add a Personal External Transfer Account	58
Manage External Transfer Accounts	61
Nickname External Transfer Accounts	61
Remove External Transfer Accounts	62
Make an External Transfer	63
Mobile Deposits	64
Online Activity Overview	65
Using Filters	66
Creating or Deleting Custom Views Using Favorites	67
Editing Transactions	68
Canceling Transactions	69
Bill Pay	70
Bill Pay Overview	70
Creating a Payee	70
Editing a Payee	72
Deleting a Payee	73
Making a Single Payment	74
Paying Multiple Bills	75
Payment Activity	76
Cancel a Pending Payment	77
Advanced Bill Pay	78
Payments Overview	78
Hiding or Unhiding Payees from Payment Screen	79
Creating a Payee Overview	80
Creating a Payee: Company	81
Creating a Payee: Person	83
Part 1 of 3: Choosing Payee and Payment Method	83
Part 2 of 3: Adding Payee Information	84
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code	85
Editing a Payee	86
Deleting a Payee	87
Scheduling Payments	88
Rush Delivery	89
Recurring Payments	91
Editing Payments	92
Skipping Payments	93
Canceling Payments	94
Setting Up eBills	95
Adding an Account	96
Editing an Account	97
Deleting an Account	98
Editing Personal Information	99
Editing Alerts	100
Categories	101
Editing a Category	102
Deleting a Category	103
Digital Money Management	104
Initial Setup	104
Syncing an Account	104
Unsyncing an Account	105
Categorizing Transactions	106
Splitting a Transaction	107
Digital Banking Home Page	108
Spending Overview	109
Spending: Recategorizing a Transaction	110
Budgets Overview	112
Auto-generated Budgets	113
Budgets From Scratch	113
Editing or Deleting a Budget	114
Managing Budgets	115
Trends Overview	116
Cash Flow Overview	117
Adding a Suggested Cash Event	118
Creating Your Own Cash Event	119
Editing, Deleting or Skipping a Cash Event	121
Net Worth Overview	122
Debts Overview	123
Account Services	124
Statements	124
Open an Account	125
Apply for a Loan	126
Stop Payment Request	127
Single Check	127
Multiple Checks	128
Reordering Checks	129
Credit Score	130
Card Management	131
Pay Credit Card	131
Reward Points	132
Redeeming Points	132
Card Services	134
Disabling or Enabling a Card	134
Request a New Card	135
Travel Notifications	137
Card Details	139
Report Card Lost or Stolen	140
Card Controls	142
Card Alerts	144
Profile & Security	146
Contact Info	146
Text Banking	147
Apple® Watch	149
Apple® Watch Setup	149
Viewing Balances and Transactions	149
Account Personalization	150
Accessibility	151
Themes and Languages	152
Quick Balance	153
To Enable Quick Balance	153
To Use Quick Balance	154
Contact Us	155
Chat Now	155

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