FAQs
Frequently Asked Questions
Digital Banking
The password must be a minimum of eight characters and include the following:
- At least one upper case letter
- At least one lower case letter
- At least one number
- Optional: One special character: (!@%$^&*_+= () [] {} :;,./?)
Create a password that is at least 8 characters or more, uses at least one upper case letter, one lower case letter, one number and it is optional to include one special character: (!@%$^&*_+=() [] {} :;,./?)
A unique password should be created for each log in page you use. If you don't, then one breach could leave your other accounts vulnerable.
Log in to Digital Banking, click the person icon, select “Settings,” then choose “Security” to update your password.
From the Digital Banking app or a desktop web browser log in screen, click on "Forgot Username". Then enter your SSN/Tax ID, DOB and Zip Code. You will also need to enter either your Email or Last Name to complete the verification process and reset your username.
From the Digital Banking app or a desktop web browser log in screen, click on “Forgot Password”. You will be prompted to an agreement to ensure secure access. Once you agree, username and one or more of the following: SSN/Tax ID, DOB, Zip code or email address to complete the verification process. Once verified, you will be prompted to create a new 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.
You can choose from: View account balances, View transactions, Access statements, Transfer funds into or out of the account, Pay bills.
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.
The invitee receives an email with a link to log in or register for Digital Banking. They will need the confirmation code provided by the inviter.
Yes. You can edit permissions, resend expired invitations, or cancel/delete access anytime under Settings > Shared Access.
Invitations expire after 24 hours.
The inviter can see the status update from ‘Pending’ to ‘Active’ in the Shared Access screen.
Alerts notify you about important account activities such as deposits, withdrawals, low balances, and security changes.
- On desktop: Go to Settings & Tools > Alerts.
- On mobile: Tap Menu > Settings & Tools > Alerts.
- Mandatory alerts (cannot be turned off): Security notifications like profile changes, password changes, and mobile deposit confirmations.
- Opt-in alerts (you choose): Account balance, transaction alerts, loan payment reminders, savings goals, budgets, etc.
Yes. You can select Email, SMS, or Push Notifications for most alerts.
Mandatory alerts are required for security purposes (e.g., profile changes, locked account, non-registered device access).
Go to Alerts > Accounts > Balance Alert, enter your threshold amount, and choose your delivery method.
- Real-time alerts: Sent immediately when an event occurs (e.g., transfer completed).
- Scheduled alerts: Sent at set intervals (e.g., balance summary daily or weekly).
Yes, if you have previously logged into the app on that device and enabled notifications.
Yes. Use Transaction Alert for amount thresholds or Transaction Description Alert for keywords like ‘Coffee’ or ‘Car Payment’.
Certificate accounts may be opened online, once you have an established membership account.
From the Dashboard, select Accounts in the top menu, then choose Balances and Transactions to view all accounts.
Navigate to your Certificate and click to select it.
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.
eStatements are a convenient way of going paperless. eStatements are sent as a monthly email notification to let you know that your statement is ready to be viewed through Digital Banking. If you ever need a copy, log in to Digital Banking and you’ll have access to your statements for the previous 48 months. Tax statements are also available in Digital Banking.
On desktop choose “Accounts” from the top menu, select “Documents and Statements,” then select the statement type you want to view.
eStatements become available the first week of each month.
We will never email you your account number or any other information about your account. We just email you to let you know that you can log in to Digital Banking and check your information.
We never share your information with anyone else. On occasion we may email you information about new products, services or rates. As your Credit Union, we will always have your best interest in mind.
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.
Select Reorder Checks, then click Order Checks. You will be redirected to the check supplier website to complete your order.
- Account
- Check number or range
- Amount
- Payee name