Community First Credit Union a Quick and Easy Guide to Personal Online Banking
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Getting Started |
4 |
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New User Enrollment |
4 |
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Logging Off |
6 |
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Resetting A Forgotten Password |
7 |
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Home Page |
9 |
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Home Page Overview |
9 |
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Asset Summary Overview |
10 |
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Account Details Overview |
11 |
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Quick Transfer |
13 |
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Account Grouping |
14 |
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Editing a Group Name |
15 |
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Deleting a Group |
15 |
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Security |
16 |
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Protecting Your Information |
16 |
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General Guidelines |
16 |
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User ID and Password |
16 |
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Fraud Prevention |
16 |
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Security Preferences |
17 |
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Change Password |
17 |
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Change User ID |
18 |
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Secure Access Code Delivery |
19 |
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Alerts Overview |
20 |
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Date Alerts |
21 |
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Account Alerts |
22 |
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History Alerts |
23 |
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Online Transaction Alerts |
24 |
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Security Alerts Overview |
25 |
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Edit Delivery Preferences |
25 |
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Secure Messaging |
26 |
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Secure Message Overview |
26 |
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Sending a Secure Message |
27 |
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Transactions |
28 |
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Moving Money Overview |
28 |
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Transfer Funds |
30 |
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Transfer to a Member |
32 |
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Linking Someone’s Community First Account |
32 |
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Single Transfers Between Community First Accounts |
33 |
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QuickPay Initial Set Up |
34 |
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QuickPay |
36 |
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QuickPay History Overview |
38 |
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Repeat a QuickPay Transaction |
39 |
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Receiving Funds with QuickPay |
40 |
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Adding A Personal External Account |
41 |
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Verifying A Personal External Account |
42 |
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Loan Payments |
43 |
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Online Activity Overview |
44 |
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Using Filters |
45 |
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Creating or Deleting Custom Views Using Favorites |
45 |
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Canceling Transactions |
46 |
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Bill Pay |
47 |
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Overview |
47 |
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Biller Set Up |
48 |
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eBills |
49 |
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Schedule Payments |
50 |
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Automatic Payments |
51 |
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Change/Cancel Payments |
52 |
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View Bill History |
53 |
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Services |
54 |
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Card Services |
54 |
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Stop Payment Request |
55 |
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Personal Financial Management |
58 |
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Welcome |
58 |
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Understanding PFM |
59 |
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Supporting Your Financial Plan |
59 |
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PFM Basics |
61 |
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Online Banking Home Page |
61 |
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Your First PFM Session |
62 |
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Managing Categories |
63 |
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Automatic Categorization |
63 |
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Enter Manual Category |
63 |
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Split a Transaction Category |
64 |
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Link an Account |
65 |
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Report Widgets |
66 |
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Net Worth |
66 |
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Budget |
67 |
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Automatically Generate a Budget |
67 |
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Create/Edit a Budget |
68 |
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Spending |
69 |
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Trends |
70 |
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Debts |
71 |
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Settings & Alerts |
72 |
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Account Preferences |
72 |
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Updating Personal Information |
73 |
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Text Enrollment |
74 |
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Statement Delivery |
75 |
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Locations |
76 |
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Locations |
76 |