Mid-Atlantic Federal credit Union Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Account Summary Overview	15
Mobile Quicklinks	16
Account Details Overview	17
Details and Settings	19
Quick Transfer	20
Account Nickname	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Login ID and Password	24
Fraud Prevention	24
Security Preferences	25
Change Password	25
Change Login ID	26
Mobile Security Preferences	27
Enabling Touch ID or Fingerprint Login	27
Enabling Passcode Authentication	29
Enabling Face ID	30
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	31
Alerts Overview	32
Account Alerts	33
History Alerts	34
Online Transaction Alerts	35
Reminders	36
Security Alerts Overview	37
Editing Delivery Preferences	37
Enabling and Disabling Push Notifications	38
Secure Message Overview	39
Sending a Secure Message	40
Transactions	41
Moving Money Overview	41
Funds Transfer	43
Member Transfer	45
Linking Someone’s MAFCU Account	45
Single Transfers Between MAFCU Accounts	46
Adding a Personal External Account	47
Verifying a Personal External Account	48
Online Activity Overview	49
Using Filters	50
Creating or Deleting Custom Views Using Favorites	50
Editing Transactions	51
Canceling Transactions	52
Wire Transfer	53
Recipient Overview	53
Wires Only (Domestic) - Part 1 of 4: Adding a Recipient	54
Wires Only (Domestic)- Part 2 of 4: Receiving FI Detail	55
Wires Only (Domestic)- Part 3 of 4: Intermediary FI Detail	56
Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail	57
Wires Only (International)- Part 1 of 4: Adding a Recipient	58
Wires Only (International)- Part 2 of 4: Receiving FI Detail	59
Wires Only (International)- Part 3 of 4: Intermediary FI Detail	60
Wires Only (International)- Part 4 of 4: Recipient Account Detail	61
Editing a Recipient	62
Editing a Recipient’s Templates	63
Deleting a Recipient	64
Wire Template Overview	65
Creating a Template	66
Domestic Wire	67
International Wire	69
Sending a Single Payment	71
Domestic Wire	71
International Wire	73
Editing or Using a Template	75
Deleting a Template	76
Viewing, Approving or Canceling a Transaction	77
Single Transaction	77
Multiple Transactions	78
Bill Payment	79
Bill Payment Overview	79
Hiding or Unhiding Payees from Payment Screen	81
Hide a Payee	81
Unhide a Payee	81
Creating a Payee Overview	82
Creating a Payee: Company	83
For a Known Payee	84
For an Unknown Payee	85
Creating a Payee: Person	86
Part 1 of 3: Choosing Payee and Payment Method	86
Part 2 of 3: Adding Payee Information	87
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	88
Editing a Payee	89
Deleting a Payee	90
Scheduling Payments	91
Rush Delivery	92
Recurring Payments	94
Editing Payments	96
Skipping Payments	98
Deleting Payments	99
Setting Up eBills	100
Adding an Account	101
Editing an Account	102
Deleting an Account	103
Editing Alerts	104
Categories	105
Editing a Category	106
Deleting a Category	107
Personal Financial Management	108
Initial Setup	108
Linking an Account	108
Unlinking an Account	109
Categorizing Transactions	110
Splitting a Transaction	111
Online Banking Home Page	112
Net Worth Overview	113
Budgets Overview	114
Auto-generated Budgets	115
Budgets From Scratch	115
Editing or Deleting a Budget	116
Managing Budgets	117
Spending Overview	118
Spending: Recategorizing a Transaction	119
Trends Overview	121
Debts Overview	122
Biller Direct	123
Home Page Overview	123
Adding a Company	124
Scheduling a Payment	126
Sending a Payment Manually	127
Enabling or Disabling Account Notifications	128
Changing a Company’s Payment Method	129
Unlink a Company	130
Adding or Changing a Payment Method	131
Deleting a Payment Method	133
Editing your Notifications	134
CardSwap	136
CardSwap	136
Getting Started	136
Overview	138
Services	139
Check Reorder	139
Stop Payment Request	140
Single Check	140
Multiple Checks	141
Mobile Deposits	142
View FICO® Credit Score	143
Monthly FICO® Email alerts	143
Settings	145
Address Change Request	145
Apple Watch	146
Apple Watch Setup	146
Viewing Transactions	146
Account Preferences	147
Text Enrollment	148
Themes and Languages	150
Accessibility	151
Locations	152
Branches and ATMs	152

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