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Table of Contents
Getting Started New User Enrollment....................................................................................................7 Logging Off.............................................................................................................................. 9 Resetting A Forgotten Password...............................................................................10 Home Page Home Page Overview..................................................................................................12 Asset 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 User ID and Password......................................................................................................... 19 Fraud Prevention.................................................................................................................. 19 Security Preferences...................................................................................................20 Change Password................................................................................................................. 20 Change User ID..................................................................................................................... 21 Secure Access Code Delivery.............................................................................................. 22 Alerts Overview............................................................................................................23 Date Alerts............................................................................................................................. 24 Account Alerts....................................................................................................................... 25 History Alerts........................................................................................................................ 26 Online Transaction Alerts.................................................................................................... 27 Security Alerts Overview.............................................................................................28 Edit Delivery Preferences.................................................................................................... 28 Secure Messaging Secure Message Overview. ........................................................................................29 Sending a Secure Message.........................................................................................30 Transactions Moving Money Overview............................................................................................31 Transfer Funds.............................................................................................................33 Transfer to a Member ................................................................................................35 Linking Someone’s Community First Account.................................................................. 35 Single Transfers Between Community First Accounts..................................................... 36