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
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
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
Add a Personal External Transfer Account62
Manage External Transfer Accounts65
Nickname External Transfer Accounts65
Remove External Transfer Accounts66
Make an External Transfer67
Mobile Deposits68
Activity Center Overview69
Using Filters70
Creating or Deleting Custom Views Using Favorites70
Editing Transactions71
Canceling Transactions72
Bill Pay73
Bill Pay Overview73
Creating a Payee73
Editing a Payee75
Deleting a Payee76
Making a Single Payment77
Paying Multiple Bills78
Payment Activity79
Cancel a Pending Payment80
Advanced Bill Pay81
Payments Overview81
Hiding or Unhiding Payees from Payment Screen82
Creating a Payee Overview83
Creating a Payee: Company84
Creating a Payee: Person86
Part 1 of 3: Choosing Payee and Payment Method86
Part 2 of 3: Adding Payee Information87
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code88
Editing a Payee89
Deleting a Payee90
Scheduling Payments91
Rush Delivery92
Recurring Payments94
Editing Payments95
Skipping Payments96
Canceling Payments97
Setting Up eBills98
Adding an Account99
Editing an Account100
Deleting an Account101
Editing Personal Information102
Editing Alerts103
Editing a Category105
Deleting a Category106
Digital Money Management107
Initial Setup107
Syncing an Account107
Unsyncing an Account108
Categorizing Transactions109
Splitting a Transaction110
Digital Banking Home Page111
Spending Overview112
Spending: Recategorizing a Transaction113
Budgets Overview115
Auto-generated Budgets116
Budgets From Scratch116
Editing or Deleting a Budget117
Managing Budgets118
Trends Overview119
Cash Flow Overview120
Adding a Suggested Cash Event121
Creating Your Own Cash Event122
Editing, Deleting or Skipping a Cash Event124
Net Worth Overview125
Debts Overview126
Account Services127
Open an Account128
Apply for a Loan129
Stop Payment Request130
Single Check130
Multiple Checks131
Reordering Checks132
Credit Score133
Card Management134
Pay Credit Card134
Reward Points135
Redeeming Points135
Swap a Card137
Getting Started137
Card Services140
Disabling or Enabling a Card140
Request a New Card141
Travel Notifications143
Card Details145
Report Card Lost or Stolen146
Card Controls148
Card Alerts150
Profile & Security152
Update Profile152
Text Banking153
Apple® Watch155
Apple® Watch Setup155
Viewing Balances and Transactions155
Account Personalization156
Themes and Languages158
Quick Balance159
To Enable Quick Balance159
To Use Quick Balance160
Contact Us161
Chat Now161

Made with FlippingBook - Online Brochure Maker