OnPoint Community Credit Union Retail Guide


A. On the Home page, you can click on an account name to view the Account Details screen. B. The account info and available balances of that account are displayed in the top right corner. C. The icon opens the search bar to find transactions with that account. D. Transactions can be sorted by time, type, amount or check number. Click the icon for more options. E. Make a quick transfer by clicking the icon. See page 16 for additional details. F. Export your transactions into a different format by clicking the icon. G. The icon lets you send a secure message about that account or print a list of transactions. H. The icon indicates how the Date, Description and Amount columns are sorted. I. You can view more details about a transaction by clicking on it. J. The icon lets you send a secure message about that transaction or you can print details about it.

Note : If you want to add additional checking or savings accounts, in the Services tab, click Add Accounts .

Note : The export and print options are not available in mobile

Home Page: Account Details Overview

Made with FlippingBook - Online catalogs