Oklahoma's Credit Union Digital Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
9
New User Enrollment
9
Logging Off
10
Resetting a Forgotten Password
11
Home Page
13
Home Page Overview
13
Account Summary Overview
15
Mobile Thumb Bar
16
Manual Accounts
17
Adding a Manual Account
17
Editing a Manual Account
18
Deleting a Manual Account
19
Account Details Overview
20
Dispute Tracking
22
Quick Transfer
25
Account Nickname
26
Account Grouping
27
Editing a Group Name
28
Deleting a Group
28
Security
29
Protecting Your Information
29
General Guidelines
29
Username and Password
29
Fraud Prevention
29
Security Preferences
30
Change Password
30
Change Username
31
Secure Delivery
32
Login History
33
Mobile Security Preferences
34
Enabling Touch ID or Fingerprint Login
34
Enabling Passcode Authentication
36
Disabling Passcode Authentication, Touch ID or Fingerprint Login
37
Enabling Face ID
38
Alerts Overview
39
Account Alerts
40
Status Alerts
41
Transaction Alerts
42
Security Alerts Overview
43
Editing Delivery Preferences
43
Enabling and Disabling Push Notifications
44
Secure Inbox Overview
45
Sending a Secure Message
46
Transaction Types
47
Move Money Overview
47
Transactions
49
Transfer Money
49
Send Money with Zelle® Setup
51
Initial Setup
51
Adding a Recipient
52
Send Money with Zelle®
53
Request Money with Zelle®
55
Split Payment with Zelle®
56
Zelle® Settings
57
Pay a Loan
58
Pay an OKCU Member
60
Add Another Member’s OKCU Account
60
Single Transfers Between OKCU Accounts
61
Add a Personal External Transfer Account
62
Manage External Transfer Accounts
65
Nickname External Transfer Accounts
65
Remove External Transfer Accounts
66
Make an External Transfer
67
Mobile Deposits
68
Activity Center Overview
69
Using Filters
70
Creating or Deleting Custom Views Using Favorites
70
Editing Transactions
71
Canceling Transactions
72
Bill Pay
73
Bill Pay Overview
73
Creating a Payee
73
Editing a Payee
75
Deleting a Payee
76
Making a Single Payment
77
Paying Multiple Bills
78
Payment Activity
79
Cancel a Pending Payment
80
Advanced Bill Pay
81
Payments Overview
81
Hiding or Unhiding Payees from Payment Screen
82
Creating a Payee Overview
83
Creating a Payee: Company
84
Creating a Payee: Person
86
Part 1 of 3: Choosing Payee and Payment Method
86
Part 2 of 3: Adding Payee Information
87
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code
88
Editing a Payee
89
Deleting a Payee
90
Scheduling Payments
91
Rush Delivery
92
Recurring Payments
94
Editing Payments
95
Skipping Payments
96
Canceling Payments
97
Setting Up eBills
98
Adding an Account
99
Editing an Account
100
Deleting an Account
101
Editing Personal Information
102
Editing Alerts
103
Categories
104
Editing a Category
105
Deleting a Category
106
Digital Money Management
107
Initial Setup
107
Syncing an Account
107
Unsyncing an Account
108
Categorizing Transactions
109
Splitting a Transaction
110
Digital Banking Home Page
111
Spending Overview
112
Spending: Recategorizing a Transaction
113
Budgets Overview
115
Auto-generated Budgets
116
Budgets From Scratch
116
Editing or Deleting a Budget
117
Managing Budgets
118
Trends Overview
119
Cash Flow Overview
120
Adding a Suggested Cash Event
121
Creating Your Own Cash Event
122
Editing, Deleting or Skipping a Cash Event
124
Net Worth Overview
125
Debts Overview
126
Account Services
127
Statements
127
Open an Account
128
Apply for a Loan
129
Stop Payment Request
130
Single Check
130
Multiple Checks
131
Reordering Checks
132
Credit Score
133
Card Management
134
Pay Credit Card
134
Reward Points
135
Redeeming Points
135
Swap a Card
137
Getting Started
137
Overview
139
Card Services
140
Disabling or Enabling a Card
140
Request a New Card
141
Travel Notifications
143
Card Details
145
Report Card Lost or Stolen
146
Card Controls
148
Card Alerts
150
Profile & Security
152
Update Profile
152
Text Banking
153
Apple® Watch
155
Apple® Watch Setup
155
Viewing Balances and Transactions
155
Account Personalization
156
Accessibility
157
Themes and Languages
158
Quick Balance
159
To Enable Quick Balance
159
To Use Quick Balance
160
Contact Us
161
Chat Now
161
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