Oklahoma's Credit Union Digital Banking User Guide

Getting Started9
New User Enrollment9
Logging Off10
Resetting a Forgotten Password11
Home Page13
Home Page Overview13
Account Summary Overview15
Mobile Thumb Bar16
Manual Accounts17
Adding a Manual Account17
Editing a Manual Account18
Deleting a Manual Account19
Account Details Overview20
Dispute Tracking22
Quick Transfer25
Account Nickname26
Account Grouping27
Editing a Group Name28
Deleting a Group28
Security29
Protecting Your Information29
General Guidelines29
Username and Password29
Fraud Prevention29
Security Preferences30
Change Password30
Change Username31
Secure Delivery32
Login History33
Mobile Security Preferences34
Enabling Touch ID or Fingerprint Login34
Enabling Passcode Authentication36
Disabling Passcode Authentication, Touch ID or Fingerprint Login37
Enabling Face ID38
Alerts Overview39
Account Alerts40
Status Alerts41
Transaction Alerts42
Security Alerts Overview43
Editing Delivery Preferences43
Enabling and Disabling Push Notifications44
Secure Inbox Overview45
Sending a Secure Message46
Transaction Types47
Move Money Overview47
Transactions49
Transfer Money49
Send Money with Zelle® Setup51
Initial Setup51
Adding a Recipient52
Send Money with Zelle®53
Request Money with Zelle®55
Split Payment with Zelle®56
Zelle® Settings57
Pay a Loan58
Pay an OKCU Member60
Add Another Member’s OKCU Account60
Single Transfers Between OKCU Accounts61
Transfer Between Banks62
Verify Transfer Between Banks63
Make an External Transfer64
Mobile Deposits65
Activity Center Overview66
Using Filters67
Creating or Deleting Custom Views Using Favorites67
Editing Transactions68
Canceling Transactions69
Bill Pay70
Bill Pay Overview70
Creating a Payee70
Editing a Payee72
Deleting a Payee73
Making a Single Payment74
Paying Multiple Bills75
Payment Activity76
Cancel a Pending Payment77
Advanced Bill Pay78
Payments Overview78
Hiding or Unhiding Payees from Payment Screen79
Creating a Payee Overview80
Creating a Payee: Company81
Creating a Payee: Person83
Part 1 of 3: Choosing Payee and Payment Method83
Part 2 of 3: Adding Payee Information84
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code85
Editing a Payee86
Deleting a Payee87
Scheduling Payments88
Rush Delivery89
Recurring Payments91
Editing Payments92
Skipping Payments93
Canceling Payments94
Setting Up eBills95
Adding an Account96
Editing an Account97
Deleting an Account98
Editing Personal Information99
Editing Alerts100
Categories101
Editing a Category102
Deleting a Category103
Digital Money Management104
Initial Setup104
Syncing an Account104
Unsyncing an Account105
Categorizing Transactions106
Splitting a Transaction107
Digital Banking Home Page108
Spending Overview109
Spending: Recategorizing a Transaction110
Budgets Overview112
Auto-generated Budgets113
Budgets From Scratch113
Editing or Deleting a Budget114
Managing Budgets115
Trends Overview116
Cash Flow Overview117
Adding a Suggested Cash Event118
Creating Your Own Cash Event119
Editing, Deleting or Skipping a Cash Event121
Net Worth Overview122
Debts Overview123
Account Services124
Statements124
Open an Account125
Apply for a Loan126
Stop Payment Request127
Single Check127
Multiple Checks128
Reordering Checks129
Credit Score130
Card Management131
Pay Credit Card131
Reward Points132
Redeeming Points132
Swap a Card134
Getting Started134
Overview136
Manage Credit Card137
Manage Credit Card Overview137
Adding a Payment Account138
Making a Payment139
Setting up Automatic Payments140
Buy/Sell Bitcoin141
What is Bitcoin?141
Bitcoin Overview142
Buy Bitcoin143
Sell Bitcoin145
Bitcoin Transaction History147
Profile & Security148
Update Profile148
Text Banking149
Apple® Watch151
Apple® Watch Setup151
Viewing Balances and Transactions151
Account Personalization152
Accessibility153
Themes and Languages154
Quick Balance155
To Enable Quick Balance155
To Use Quick Balance156
Contact Us157
Chat Now157

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