OnPoint Community Credit Union Retail Guide

4

Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.....................................................................................................................10 Logging Off ........................................................................................................................... 10 Resetting a Forgotten Password ...............................................................................11 Home Page 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 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

Made with FlippingBook - Online catalogs