FAQs

Log in to Digital Banking, click the person icon, select “Settings,” then choose “Security” to update your password.

When using the mobile app or Digital Banking, always ensure you have a strong password, avoid using auto-complete features that remember usernames and passwords and set your timeout screen to five minutes or less. Additionally, don’t store sensitive data on your mobile device, and be sure to use SSL encryption whenever using your mobile browser. Additional preventive measures include:

• Do not leave your device unattended
• Keep records of your device's identifying information
• Activate your phone’s anti-theft tracking service
• "Log off" when finished with an app or Digital Banking rather than closing it

Shared Access allows members to securely share account access with another member, such as a family member or trusted partner, through the Digital Banking platform. As the account owners (inviters), members can grant specific permissions like viewing balances, transferring funds, or paying bills, while maintaining control over their accounts.

You can share access with other members of the Credit Union who have or will create Digital Banking. Shared Access is not available for non-members.

From the Dashboard, select Resources > Settings. Click Shared Access, then Add a User. Enter the invitee’s details and select permissions for each account. Click Save, review details, and click Confirm. Expand the invitation to view the confirmation code and share it with the invitee. 

From the Dashboard, select Accounts in the top menu, then choose Balances and Transactions to view all accounts.

On the Certificate account page, click Certificate Details to see high-level information about the Certificate and maturity options.

Yes. Click the pencil icon next to Maturity Payment Method and choose Renew or Transfer.

Select a destination account for the funds to be deposited when the Certificate matures, then click Save Changes.

After you click Save Changes, the Certificate is updated in the core system and a maturity transfer record is created to process the transfer at maturity.

Yes, this feature only applies to non-IRA Certificates. Additionally, you will not be able to choose an IRA account as your maturity destination account.

Check Services allows members to reorder checks, place stop payment requests through Digital Banking.

Sign in, go to Account Services, then select Check Services from the menu.

From the Dashboard, select Accounts in the top menu, then choose Balances and Transactions to view all accounts.

• Account 
• Check number or range 
• Amount 
• Payee name 

Go to Transfer & Pay > Transfers from the dashboard.

One-time immediate, future-dated, recurring transfers, and loan payments.

Yes, after linking the external account via instant verification or trial deposits.

Select Frequency and End Date when creating the transfer.

Minimum Due, Current Balance, Last Statement Balance, Standard, Payoff, Other, Principal Only, Escrow Only.

Yes, optional memo field is available for most transfers.

Use the Schedule tab to edit, skip, or cancel future transfers.

Under the Activity tab.

Yes, limits vary by account type and package. Check Transfer Policy & Limits link.

Click Link an External Account from the dashboard or Add Account in Transfers. You can link instantly using credentials or manually via trial deposits.

You can still link the account manually by entering routing and account numbers and verifying trial deposits.

For security, you’ll receive a one-time Multi-Factor Authentication (MFA) code before completing the linking process.

Go to Settings > Accounts, find the pending account, and enter the two deposit amounts.

Yes, for transfers. You’ll need the recipient’s last name and account details. They’ll receive an email notification.

Yes. When linking, select Save for Future Use.

On the app, choose “Deposit Checks” from the bottom menu. If this is your first mobile deposit, accept the disclosure. Select the deposit account, enter the amount, then click “Front of Check” and “Back of Check” to take photos. Click “Submit Deposit” to complete the deposit.

You can view your past bill history by selecting “History” from the menu at the top of the page.