Online Banking Help
Frequently Asked Questions
Online Banking Help
Welcome to Online Banking
Online Banking is a reliable service that allows you to enjoy day-to-day banking from the comfort of your home. Whether you prefer to use your PC or
browse with a mobile device
, online banking provides a convenient way for you to check your credit union account balances, transactions, statements, and checks.
Report a problem
Changing your account nicknames
To sign up for online banking, a few pieces of information are required to confirm your identity. You will be asked for your credit union account number, last name, and the last 4 digits of your social security number. Your email address will be used to send you alerts and information for your online banking account. Security questions will be used to verify your credentials when resetting your password or logging in from a new PC or device.
The account summary page is a convenient way to view a complete list of all accounts you own as well as any accounts that you are a joint owner on, plus accounts that have been attached to yours. All accounts will be grouped by account type, and any joint or attached accounts will be grouped under the member account who owns them.
Changing your account nicknames
Every account that you have access to has a nickname used to identify it on the online banking website. When you first sign up, your nicknames are all set to the default (e.g. SHARE_1), but can be changed to anything. For example, you may rename your primary draft account as "Checking Account" and will then be able to easily identify it on the website.
To change an account nickname, click on the pencil icon (
) to the right of the account number in the account list. This will open a dialog box that will accept any text 40 characters or less.
Joint member accounts or member accounts that are attached to yours can also be nicknamed in a similar fashion. To do this, simply click on the blue header bar that represents the joint or attached member account, and the nickname dialog will appear.
Any nicknames that you set will only be used by this website and will not show up on any of your monthly statements.
The account activity page allows you to view your transaction history on each account you have access to. Filter the transactions by date range or by text search using the options presented at the top of the page.
In addition to your transactions, the activity page will also show you any temporary authorizations or check holds that have been placed on your account. To view them, simply click the Show Temporary Authorizations and Check Holds button above the transaction list.
The transfers page is where you can transfer money between all accounts you have access to. It also allows you to make check withdrawals, either to be mailed to your home address or reserved to be picked up at the credit union. Depending on your access privileges, you may be able to transfer into accounts you cannot view on the accounts page. Please contact your credit union if you need to make any changes to the access rights to any of your Joint or Attached accounts. Also note that for security purposes, your credit union may place a daily withdrawal limit on your accounts.
Electronic Statements (or E-Statements) are pdf replicas of the statements you receive each month by mail. The statements page will provide a selection of statements to choose from, and you can download them to your device to view. If you are not currently signed up for E-Statements, the Statements page will provide a brief disclosure which you must agree to before you are signed up.
The Downloads page is where you are able to download any or all of your account transactions to your device, after which you can import them into your financial software. Use the checkboxes to select the accounts you wish to download transactions for, and then select the file format you wish you download them in at the bottom. Click the download button to complete the process.
This statement discloses the privacy and security practices for this online home banking system.
We respect the privacy and rights of our visitors. Please read the following to learn more about our security policy.
Once your account is registered, your personal account information will never be requested while using online banking. All of your account information is accessed by this website directly from your credit union's server. The website does not store or save any information that could be used to compromise your account. Your interactions with this website will require your username and password. When logging in from an unrecognized device, you will also be asked to verify the answer to one of your personal security questions that you provide during enrollment.
We use multiple levels of security to protect your account when you use this online banking website. All private information submissions require a Secure Sockets Layer (SSL) protocol. SSL provides a secure communication between you and this website with mutual authentication and encryption for privacy, ensuring that your information is kept confidential. Connections to your credit union are made using secure private VPN tunnels. No outside connection may interfere with this private tunnel, so there is no threat of any transmitted information being intercepted. Your account login requires a password that is encrypted one-way, preventing your password from ever being recovered. It may only be reset upon answering a personal security question that you will provide during signup. All of this information is stored at your credit union location, not on this server.
Accuracy of Information
Because data displayed on the website is retrieved from your credit union in real-time, all pages will contain accurate, current, and complete information. In the event of an outage where a connection cannot be established with your credit union, logins to the website will be prevented. You will only be able to log in once the connection is back online. We make every effort to minimize such occurrences, but cannot guarantee 100% uptime.
Contacting the Website
If you have any questions about these privacy and security statements, the practices of this site, or your interactions with this website, you may contact
your credit union
with your concerns.
Frequently Asked Questions
What can I do with online banking?
Online banking allows you to view account balances, transactions, statements, and checks, pay bills online, make transfers or check withdrawals, and download transactions into financial software. See the
page for a full listing of all help topics.
How is Online Banking secure?
Online Banking is secure because all transmitted information is done through a private VPN tunnel, and no sensitive information is stored on the website.
Please view our detailed security policy
How do I nickname my accounts?
page, there is a pencil icon (
) to the right of each of your accounts. Clicking this button will allow you to set a new nickname (40 characters or less) that can be used to identify your account on all areas of the website.
I forgot my User ID! What can I do?
In order to keep your account protected, the only way you can retrieve your User ID is to
contact your credit union
I forgot my password! How can I change it?
Go to the
and click the "Forgot your password?" link to reset your password. The reset password will be immediately emailed to you. You will then be able to log in and set a new password.
Who can I contact if I have a problem or need help?
For further assistance with online banking, please visit the
CompuSource Systems, Inc.
© 2023, CompuSource Systems, Inc.