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
Transfer Between Banks	62
Verify Transfer Between Banks	63
Make an External Transfer	64
Mobile Deposits	65
Activity Center Overview	66
Using Filters	67
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
Swap a Card	134
Getting Started	134
Overview	136
Manage Credit Card	137
Manage Credit Card Overview	137
Adding a Payment Account	138
Making a Payment	139
Setting up Automatic Payments	140
Profile & Security	141
Update Profile	141
Text Banking	142
Apple® Watch	144
Apple® Watch Setup	144
Viewing Balances and Transactions	144
Account Personalization	145
Accessibility	146
Themes and Languages	147
Quick Balance	148
To Enable Quick Balance	148
To Use Quick Balance	149
Contact Us	150
Chat Now	150

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