Online Banking
Online Banking Help
Security Policy
Frequently Asked Questions
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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.

Help Topics

Signing Up

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.

Account Summary

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 (Rename) 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.

Account Activity

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.

Transfers

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.

E-Statements

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.

Downloading Transactions

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.

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