OnPoint Community Credit Union Retail Guide

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Table of Contents Getting Started

Logging In.......................................................................................................................8 Logging Off.............................................................................................................................. 8 Resetting A Forgotten Password. ................................................................................9 Home Page Home Page Overview..................................................................................................11 Account Summary Overview............................................................................................... 13 Account Details Overview...........................................................................................14 Quick Transfer. ............................................................................................................16 Account Nickname. .....................................................................................................17 Account Grouping. ......................................................................................................18 Editing a Group Name. ........................................................................................................ 19 Deleting a Group. ................................................................................................................. 19 Security Protecting Your Information......................................................................................20 General Guidelines............................................................................................................... 20 Login ID and Password........................................................................................................ 20 Fraud Prevention.................................................................................................................. 20 Security Preferences...................................................................................................21 Change Password................................................................................................................. 21 Change Login ID. .................................................................................................................. 22 Secure Delivery..................................................................................................................... 23 Mobile Security Preferences......................................................................................24 Enabling Touch ID or Fingerprint Login From Login Screen. .......................................... 24 Enabling Touch ID or Fingerprint Login............................................................................. 26 Disabling Touch ID or Fingerprint Login............................................................................ 28 Enabling Face ID. .................................................................................................................. 29 Security Alerts Overview.............................................................................................30 Edit Delivery Preferences. ................................................................................................... 30 Secure Message Overview. ........................................................................................31 Sending a Secure Message.........................................................................................32 Transaction Types Moving Money Overview............................................................................................33 Transactions Transfer Funds.............................................................................................................35 Loan Payments............................................................................................................37

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