Table of Contents Table of Contents
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Information
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Getting Started
6

New User Enrollment
6

Logging Off
8

Resetting A Forgotten Password
9

Home Page
11

Home Page Overview
11

Account Summary Overview
12

Account Details Overview
13

Quick Transfer
15

Account Grouping
16

Editing a Group Name
17

Deleting a Group
17

Security
18

Protecting Your Information
18

General Guidelines
18

Login ID and Password
18

Fraud Prevention
18

Security Preferences
19

Change Password
19

Change Login ID
20

Secure Delivery
20

Alerts Overview
21

Date Alerts
22

Account Alerts
23

History Alerts
24

Online Transaction Alerts
25

Security Alerts Overview
26

Edit Delivery Preferences
26

Secure Message Overview
27

Sending a Secure Message
28

Transactions
29

Moving Money Overview
29

Funds Transfer
30

Account to Account Transfer
32

Single Transfers Between UCCU Accounts
32

Linking Someone’s UCCU Account
33

Adding A Personal External Account
34

Verifying A Personal External Account
35

Verifying A Personal External Account
36

Activity Center Overview
37

Using Filters
38

Creating or Deleting Custom Views Using Favorites
38

Canceling Transactions
39

Integrated Bill Pay
40

Bill Pay Overview
40

Managing Payees
42

Creating a Payee
42

Editing a Payee
43

Deleting a Payee
44

Making a Manual Payment
45

Paying Multiple Bills
47

Canceling Pending Transactions
48

Services
49

Stop Payment Request
49

Reordering Checks
52

Statements
53

Personal Finance Manager (PFM)
54

Mobile RDC Enrollment
55

Mobile Deposits
56

Updating Your Contact Info
57

Text Enrollment
58

Address Change Request
59

Settings
60

Account Preferences
60

Locations
61

Branches and ATMs
61