OnPoint Community Credit Union Retail Guide
First page
Table of contents
Next page
Last page
Getting Started
8
New User Enrollment
8
Logging In
10
Logging Off
10
Resetting a Forgotten Password
11
Home Page
13
Home Page Overview
13
Mobile Quicklinks
15
Account Details Overview
16
Quick Transfer
18
Account Nickname
19
Details & Settings
20
Account Grouping
21
Editing a Group Name
22
Deleting a Group
22
Manual Accounts
23
Adding a Manual Account
23
Editing a Manual Account
24
Deleting a Manual Account
25
Security
26
Protecting Your Information
26
General Guidelines
26
Login ID and Password
26
Fraud Prevention
27
Security Preferences
28
Change Password
28
Change Login ID
29
Secure Delivery
30
Mobile Security Preferences
31
Enabling Touch ID or Fingerprint Login
31
Enabling Face ID
33
Disabling Touch ID, Fingerprint or Facial ID Login
34
Secure Message Overview
35
Sending a Secure Message
36
Payments & Transfers
37
Transfer Funds
37
Member to Member
39
Linking Someone’s OnPoint Account
39
Single Transfers Between OnPoint Accounts
41
Send Money with Zelle® Setup
42
Initial Setup
42
Adding a Recipient
43
Send Money with Zelle®
44
Request Money with Zelle®
46
Split Payment with Zelle®
47
Zelle® Settings
48
Adding a Personal External Account
50
Verifying a Personal External Account
51
Loan Payments
52
Bill Payment
54
Enrollment
54
Overview
56
Creating a Biller
57
Known Company
57
Unknown Company
58
Person
59
Editing a Biller
60
Deleting a Biller
61
Enabling eBills
62
Paying eBills
63
Canceling eBills Service for a Biller
64
Scheduling Payments
65
Single Payments
65
Multiple Payments
66
Automatic Payments
68
Automatic Payments for eBills
70
Edit an Automatic Payment
71
Delete an Automatic Payment
73
Activity
75
Editing Pending Payments
76
Canceling Pending Payments
78
Creating a Reminder
80
Editing Reminders
82
Deleting Reminders
84
Wires
86
Recipient Overview
86
Part 1 of 4: Adding a Recipient
87
Part 2 of 4: Beneficiary Bank Detail
88
Part 3 of 4: Intermediary Bank Detail (if applicable)
89
Part 4 of 4: Recipient Account Detail
90
Editing a Recipient
91
Editing a Recipient’s Templates
92
Deleting a Recipient
93
Payment Template Overview
94
Domestic Wire
95
Domestic Wire
97
Editing or Using a Template
99
Deleting a Template
100
Activity Center
101
Activity Center Overview
101
Using Filters
102
Creating or Deleting Custom Views Using Favorites
103
Editing Transactions
104
Canceling Transactions
105
Services
106
Stop Payment Request
106
Single Check
106
Multiple Checks
107
Check Reorder
108
Locations and ATMs
109
Mobile Deposits
110
Travel Notifications
111
Settings
112
Account Preferences
112
Apple® Watch
113
Apple® Watch Setup
113
Viewing Balances and Transactions
113
Alerts Overview
114
Account Alerts
115
History Alerts
116
Online Transaction Alerts
117
Security Alerts Overview
118
Editing Delivery Preferences
119
Enabling and Disabling Push Notifications
120
Text Banking Enrollment
121
Address Management
123
Accessibility
125
Financial Tools
126
Welcome
126
About This Guide
126
Supporting Your Financial Plan
127
Digital Banking Home Page
129
Your First Financial Tools Session
130
Managing Categories
131
Automatic Categorization
131
Enter Manual Category
132
Split a Transaction Category
133
Link an Account
134
Unlinking an Account
135
Report Widgets
136
Spending
136
Spending: Recategorizing a Transaction
137
Budgets Overview
139
Auto-generated Budgets
140
Budgets From Scratch
140
Editing or Deleting a Budget
141
Managing Budgets
142
Trends Overview
143
Net Worth Overview
144
Debts Overview
145
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