CUTX Online Banking User Guide

First page Table of contents Next page Last page
Getting Started6
New User Enrollment6
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Account Summary Overview13
Account Details Overview14
Quick Transfer16
Account Grouping17
Editing a Group Name18
Deleting a Group18
Security19
Protecting Your Information19
General Guidelines19
Login ID and Password19
Fraud Prevention19
Security Preferences20
Change Password20
Change Login ID21
Secure Delivery22
Transaction Alerts Overview23
Security Alerts Overview24
Edit Delivery Preferences24
Secure Message Overview25
Sending a Secure Message26
Transactions27
Transfer Money Overview27
Transfer Money29
Member to Member Transfer31
Linking Someone’s CUTX Account32
Adding A Personal External Account33
Verifying A Personal External Account34
Person to Person35
Person to Person History Overview36
Repeat Person to Person Transaction37
Activity Center Overview38
Using Filters39
Creating or Deleting Custom Views Using Favorites39
Canceling Transactions40
Bill Pay for Mobile41
Bill Pay Overview41
Managing Payees43
Creating a Payee43
Editing a Payee44
Deleting a Payee45
Making a Manual One-Time Payment46
Canceling Pending Transactions48
Services49
Statements49
Reordering Checks51
Stop Payment Request52
Personal Finance Manager (PFM)55
Mobile RDC Enrollment56
Mobile Deposits57
Updating Your Contact Info58
Settings & Alerts59
Account Preferences59
Themes and Languages60
Stores and ATMs61

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