CUTX Online Banking User Guide

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Table of Contents Getting Started

New User Enrollment....................................................................................................6 Logging Off.............................................................................................................................. 9 Resetting A Forgotten Password...............................................................................10 Home Page Home Page Overview..................................................................................................12 Account Summary Overview............................................................................................... 13 Account Details Overview...........................................................................................14 Quick Transfer.............................................................................................................16 Account Grouping.......................................................................................................17 Editing a Group Name......................................................................................................... 18 Deleting a Group.................................................................................................................. 18 Security Protecting Your Information......................................................................................19 General Guidelines............................................................................................................... 19 Login ID and Password........................................................................................................ 19 Fraud Prevention.................................................................................................................. 19 Security Preferences...................................................................................................20 Change Password................................................................................................................. 20 Change Login ID................................................................................................................... 21 Secure Delivery..................................................................................................................... 22 Transaction Alerts Overview......................................................................................23 Security Alerts Overview.............................................................................................24 Edit Delivery Preferences.................................................................................................... 24 Secure Message Overview. ........................................................................................25 Sending a Secure Message.........................................................................................26 Transactions Transfer Money Overview..........................................................................................27 Transfer Money...........................................................................................................29 Member to Member Transfer ...................................................................................31 Linking Someone’s CUTX Account...................................................................................... 32 Adding A Personal External Account.........................................................................33 Verifying A Personal External Account......................................................................34