FAQs

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. 

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.

On desktop: Go to Settings & Tools > Alerts. o 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). o 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’.

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.

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