Transaction details
For each transaction, ability to view additional details of the transaction; attributes displayed vary depending on the transaction type and also view check images where necessary.
Transfer between own accounts
Initiate the transfer between the user’s accounts within the same bank. If the transfer is initiated successfully, show an acknowledgement alert along with a transaction reference number. (Shares, Loans, Credit Cards (transfer in by 3:30 PM ET => same day, after 3:30 PM -> next day) and Joint Products.
Transfer to external account
Transfer to an existing external account (in another bank), as well as add a new external account on the fly.
Recent and scheduled transfers
View a list of the recent transfers and scheduled transfers, sorted by date (most recent on top).
Update/ cancel scheduled transfer
In case of a scheduled future-dated transfer, ability to modify the details or cancel the transfer.
Recurring transfers
Ability to optionally set up a recurring transfer (daily, weekly, or monthly) within a date range or specify the number of times.
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New user enrollment
For existing members of the credit union who have not enrolled in mobile or online banking, the ability to perform a simple 3-step enrolment process.
Accounts Overview/ Dashboard Accounts
Overview dashboard that provides insight into the total deposit amount, a list of accounts (loans, shares, credit cards, joint accounts) held with the bank.
Account details
For each account, shows a list of recent transactions as well as some important details about the account (for example, available balance).
Account Statements
View a list of account statements for 24 month period, as well as open a PDF statement.
Joint Statements
You can view a list of joint account statements for up to a 24-month period, as well as open and view a PDF joint account statement.
Transaction Search
Search for specific transactions within a chosen account. Click on the ‘Accounts’ tab and then choose either share savings, checking or loan account tab and enter a transaction description keyword.
Download Transactions
The ability to export transaction history (for shares savings and loans) to a CVS file, using specific dates.
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BILLS
Pay a bill
Initiate a bill payment (for example, a bill from a utility company).
Manage bill payees
View a list of registered bill payees, view past history of bills paid to a company, create a new payee account on the fly, update the payee details or delete the payee account.
Recent and scheduled bills
View a list of the recent bill payment and scheduled payments, sorted by date (most recent on top).
eBills
Pay bills with select companies (ex: utility) and view your bill statement.
Select Default Account for Bill Pay
Members now have the ability to set a default account for various bill pay transactions. Simply login to Mobile or Online Banking, choose the Profile tab and then the Bill Pay tab to set-up your default account.
PERSON 2 PERSON
Update/ cancel scheduled payment
In case of a scheduled future-dated bill payment, ability to modify the details or cancel the payment.
Send money to friend
Initiate a P2P transfer (for example, to a friend).
Manage P2P recipients
View a list of registered P2P payees, create a new P2P payee manually, choose from the list of my device contacts and create a new payee.
Recent and scheduled P2P transfers
View a list of recent P2P transfers and scheduled transfers, sorted by date (most recent on top).
Update/ cancel scheduled P2P transfer
In case of a scheduled future-dated P2P transfer, ability to modify the details or cancel the P2P transfer.
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Secure Sign-In
securely sign in with the username and password, or fingerprint authentication.
Fingerprint/Biometric Authentication
Biometric authentication for iOS and Android devices using the native fingerprint authentication capability (iPhone, iPad, and Android phones).
Facial Recognition/Biometric Authentication
Biometric authentication for iPhone 10 ONLY using native facial recognition to authenticate.
Terms & Conditions
Shows the terms and conditions to use the banking application.
Privacy Policy
Shows the privacy policy of the bank, with respect to collecting the user’s personal details.
Change your password
You can now modify and/or change your password in real time through Online or Mobile Banking. Simply login and select the “MORE” tab, then “Profile” tab, and finally “Change Password”.
Forgot Password
Reset your password in a few, easy steps. Choose “Forgot Password” from the Mobile/Online Banking login page and enter your username. Once submitted, we’ll email you a received a temporary password. Once you enter that code on the next screen and click “enter”, you will be prompted to enter a new password, which must contain a minimum of (8) eight characters and must be a mix of at least (1) uppercase character, (1) numeric character and (1) special character. Retype the password and click “Change Password” to complete the process.
Remember Me
This feature allows members to skip the process of re-entering their username each time they log-in to mobile banking. Simply slide the “remember me” button on the mobile banking home page.
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Deposit a check
Choose an account to deposit into, specify the amount, add a note, take pictures of the check (front and back images), and initiate a remote deposit. Applies only to the native phone and tablet applications.
Recent and scheduled deposits
View a list of recent check deposits and pending deposits, sorted by date (most recent on top). Applies only to the native phone and tablet applications.
Make Mobile Deposits to Joint Accounts
You can now make a mobile deposit to any of your joint accounts. Simply choose a joint account to deposit funds into, specify the amount, add a note, take a picture of the check (front and back images), and click ‘submit’.
Make Mobile Deposits to Sub Accounts
The ability to make a mobile deposit to any of your sub accounts.
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Wire Transfer
Perform a wire transfer through online banking by inputting information into a pdf and allow signing electronically or printing.
Find ATMs near me
Find nearest ATM/Branch based on my device current location and search using the postal code, city, or state.
View ATMs/ branches list in map
Ability to view the ATMs/Branches in a list or in a native map.
View ATM/branch details
View details about the ATM/Branch including the contact details, address, and services offered and the hours of operation, and also the ability to know distance from current location and get directions to reach the Branch/ATM along with turn-by-turn navigation steps.
Contact Us
Easily call our member services department for any credit union inquiries and/or service requests. Call us toll-free at
877-277-2586 or
EMAIL us with your questions.
Message Center
Send a new message to the bank (issue, new request, feedback), view the list of inbound messages from the bank, reply to a message, save as draft, delete messages, view deleted messages, and delete messages permanently.
Additional Enhancement Information
See other enhancements we’ve made to the site
here
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We Delivered.
