Personal Banking Digital User Guide Centris Federal Credit U

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	9
Logging Off	9
Resetting a Forgotten Password	10
Home Page	12
Home Page Overview	12
Account Summary Overview	14
Account Details Overview	15
Quick Transfer	17
Account Nickname	18
Details & Settings	19
Account Grouping	20
Editing a Group Name	21
Deleting a Group	21
Security	22
Protecting Your Information	22
General Guidelines	22
Login ID and Password	22
Fraud Prevention	22
Security Preferences	23
Change Password	23
Change Login ID	24
Mobile Security Preferences	25
Enabling Touch ID or Fingerprint Login	25
Enabling Passcode Authentication	27
Enabling Face ID	28
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	29
Apple® Watch	30
Apple® Watch Setup	30
Viewing Balances and Transactions	30
Alerts Overview	31
Account Alerts	32
History Alerts	33
Online Transaction Alerts	34
Security Alerts Overview	35
Editing Delivery Preferences	35
Enabling and Disabling Push Notifications	36
Secure Message Overview	37
Sending a Secure Message	38
Transactions	39
Funds Transfer	39
Member Transfers	41
Linking Someone’s Centris FCU Account	41
Single Transfers Between Centris FCU Accounts	42
Adding a Personal External Account	43
Verifying a Personal External Account	44
Online Activity Overview	45
Using Filters	46
Creating or Deleting Custom Views Using Favorites	47
Editing Transactions	48
Canceling Transactions	49
Services	50
Stop Payment Request	50
Single Check	50
Multiple Checks	51
Text Enrollment	52
Check Reorder	54
View eDocuments	55
Mobile Deposits	56
Quick Balance	57
To Enable Quick Balance	57
To Use Quick Balance	58
eDocument Preferences	59
eStatements and eNotices	59
Settings	60
Account Preferences	60
Languages and Themes	61
Update Contact Information	62
Locations	63
Branches and ATMs	63
Financial Tools	64
Initial Setup	64
Linking an Account	64
Unlinking an Account	65
Categorizing Transactions	66
Splitting a Transaction	67
Online Banking Home Page	68
Spending Overview	69
Spending: Recategorizing a Transaction	70
Budgets Overview	72
Auto-generated Budgets	73
Budgets From Scratch	73
Editing or Deleting a Budget	74
Managing Budgets	75
Trends Overview	76
Net Worth Overview	77
Debts Overview	78
Bill Payment	79
Overview	79
Creating a Payee	80
Known Company	80
Unknown Company	82
Person	84
Editing a Payee	86
Deleting a Payee	87
eBills	88
Schedule Payments	89
Automatic Payments	90
Editing Pending Payments	92
Cancel Pending Payments	93
Viewing Transaction Details	94
Single Transaction	94
Multiple Transactions	95
Creating a Reminder	97
Managing Reminders	99
Editing Reminders	100
Deleting Reminders	101
Editing Account Name	102
Transfer Money	103
Add an Account	103

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