OnPoint Community Credit Union Retail Guide

Getting Started5
Logging In5
Logging Off5
Resetting A Forgotten Password6
Home Page8
Home Page Overview8
Account Summary Overview10
Account Details Overview11
Quick Transfer13
Account Nickname14
Account Grouping15
Editing a Group Name16
Deleting a Group16
Protecting Your Information17
General Guidelines17
Login ID and Password17
Fraud Prevention17
Security Preferences18
Change Password18
Change Login ID19
Secure Delivery20
Mobile Security Preferences21
Enabling Touch ID or Fingerprint Login From Login Screen21
Enabling Touch ID or Fingerprint Login23
Disabling Touch ID or Fingerprint Login25
Enabling Face ID26
Security Alerts Overview27
Edit Delivery Preferences27
Secure Message Overview28
Sending a Secure Message29
Transaction Types30
Moving Money Overview30
Transfer Funds32
Loan Payments34
Member to Member36
Linking Someone’s OnPoint Account36
Single Transfers Between OnPoint Accounts37
Adding A Personal External Account38
Verifying A Personal External Account39
Send Money with Zelle® Setup40
Initial Setup40
Adding a Recipient41
Send Money with Zelle®42
Request Money with Zelle®44
Split Payment with Zelle®45
Zelle® Settings46
Recipient Overview47
Part 1 of 3: Adding a Recipient48
Part 2 of 3: Beneficiary FI Detail49
Part 3 of 3: Intermediary Bank Detail (if applicable)50
Editing a Recipient51
Editing a Recipient’s Templates52
Deleting a Recipient53
Creating a Template54
Domestic Wire54
Sending a Single Payment56
Domestic Wire56
Editing a Template58
Deleting a Template59
Activity Center60
Activity Center Overview60
Using Filters61
Creating or Deleting Custom Views Using Favorites61
Editing Transactions62
Canceling Transactions63
Bill Payment64
Biller Set Up65
Schedule Payments67
Automatic Payments68
Change/Cancel Payments69
View Bill History70
Personal Finance Management71
About This Guide71
Understanding PFM72
Supporting Your Financial Plan72
PFM Overview74
Digital Banking Home Page74
Your First Personal Finance Management Session75
Managing Categories76
Automatic Categorization76
Enter Manual Category76
Split a Transaction Category77
Link an Account78
Unlinking an Account79
Report Widgets80
Net Worth80
Automatically Generate a Budget81
Create/Edit a Budget82
Stop Payment Request86
Single Check86
Multiple Checks87
Reordering Checks88
Branches and ATMs90
Travel Notifications91
Account Preferences92
Apple Watch93
Apple Watch Setup93
Viewing Balances and Transactions93
Alerts Overview94
Account Alerts95
History Alerts96
Online Transaction Alerts97
Text Banking Enrollment98
Updating Your Contact Info100

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