OnPoint Community Credit Union Retail Guide
First page
Table of contents
Next page
Last page
Getting Started
5
Logging In
5
Logging Off
5
Resetting A Forgotten Password
6
Home Page
8
Home Page Overview
8
Account Summary Overview
10
Account Details Overview
11
Quick Transfer
13
Account Nickname
14
Account Grouping
15
Editing a Group Name
16
Deleting a Group
16
Security
17
Protecting Your Information
17
General Guidelines
17
Login ID and Password
17
Fraud Prevention
17
Security Preferences
18
Change Password
18
Change Login ID
19
Secure Delivery
20
Mobile Security Preferences
21
Enabling Touch ID or Fingerprint Login From Login Screen
21
Enabling Touch ID or Fingerprint Login
23
Disabling Touch ID or Fingerprint Login
25
Enabling Face ID
26
Security Alerts Overview
27
Edit Delivery Preferences
27
Secure Message Overview
28
Sending a Secure Message
29
Transaction Types
30
Moving Money Overview
30
Transactions
32
Transfer Funds
32
Loan Payments
34
Member to Member
36
Linking Someone’s OnPoint Account
36
Single Transfers Between OnPoint Accounts
37
Adding A Personal External Account
38
Verifying A Personal External Account
39
Send Money with Zelle® Setup
40
Initial Setup
40
Adding a Recipient
41
Send Money with Zelle®
42
Request Money with Zelle®
44
Split Payment with Zelle®
45
Zelle® Settings
46
Wires
47
Recipient Overview
47
Part 1 of 3: Adding a Recipient
48
Part 2 of 3: Beneficiary FI Detail
49
Part 3 of 3: Intermediary Bank Detail (if applicable)
50
Editing a Recipient
51
Editing a Recipient’s Templates
52
Deleting a Recipient
53
Creating a Template
54
Domestic Wire
54
Sending a Single Payment
56
Domestic Wire
56
Editing a Template
58
Deleting a Template
59
Activity Center
60
Activity Center Overview
60
Using Filters
61
Creating or Deleting Custom Views Using Favorites
61
Editing Transactions
62
Canceling Transactions
63
Bill Payment
64
Overview
64
Biller Set Up
65
eBills
66
Schedule Payments
67
Automatic Payments
68
Change/Cancel Payments
69
View Bill History
70
Personal Finance Management
71
Welcome
71
About This Guide
71
Understanding PFM
72
Supporting Your Financial Plan
72
PFM Overview
74
Digital Banking Home Page
74
Your First Personal Finance Management Session
75
Managing Categories
76
Automatic Categorization
76
Enter Manual Category
76
Split a Transaction Category
77
Link an Account
78
Unlinking an Account
79
Report Widgets
80
Net Worth
80
Budget
81
Automatically Generate a Budget
81
Create/Edit a Budget
82
Spending
83
Trends
84
Debts
85
Services
86
Stop Payment Request
86
Single Check
86
Multiple Checks
87
Reordering Checks
88
eStatements
89
Branches and ATMs
90
Travel Notifications
91
Settings
92
Account Preferences
92
Apple Watch
93
Apple Watch Setup
93
Viewing Balances and Transactions
93
Alerts Overview
94
Account Alerts
95
History Alerts
96
Online Transaction Alerts
97
Text Banking Enrollment
98
Updating Your Contact Info
100
Accessibility
101
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