OnPoint Community Credit Union Retail Guide

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Member to Member ...................................................................................................39 Linking Someone’s OnPoint Account................................................................................. 39 Single Transfers Between OnPoint Accounts.................................................................... 40 Adding A Personal External Account.........................................................................41 Verifying A Personal External Account......................................................................42 Send Money with Zelle ® Setup...................................................................................43 Initial Setup. .......................................................................................................................... 43 Adding a Recipient. .............................................................................................................. 44 Send Money with Zelle ®................................................................................................................................................................ 45 Request Money with Zelle ®....................................................................................................................................................... 47 Split Payment with Zelle ®............................................................................................................................................................ 48 Zelle ® Settings. .............................................................................................................49 Wires Recipient Overview......................................................................................................50 Part 1 of 3: Adding a Recipient............................................................................................ 51 Part 2 of 3: Beneficiary FI Detail. ........................................................................................ 52 Part 3 of 3: Intermediary Bank Detail (if applicable)........................................................ 53 Editing a Recipient.......................................................................................................54 Editing a Recipient’s Templates.......................................................................................... 55 Deleting a Recipient. ...................................................................................................56 Creating a Template....................................................................................................57 Domestic Wire. ..................................................................................................................... 57 Sending a Single Payment..........................................................................................59 Domestic Wire. ..................................................................................................................... 59 Editing a Template.......................................................................................................61 Deleting a Template....................................................................................................62 Activity Center Activity Center Overview. ...........................................................................................63 Using Filters........................................................................................................................... 64 Creating or Deleting Custom Views Using Favorites........................................................ 64 Editing Transactions............................................................................................................. 65 Canceling Transactions........................................................................................................ 66 Bill Payment Overview.......................................................................................................................67 Biller Set Up..................................................................................................................68 eBills..............................................................................................................................69 Schedule Payments.....................................................................................................70 Automatic Payments...................................................................................................71 Change/Cancel Payments...........................................................................................72 View Bill History...........................................................................................................73

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