Firefly Credit Union Digital Banking User Guide

5

Secure Message Overview. ........................................................................................38 Sending a Secure Message.........................................................................................39 Transaction Types Moving Money Overview............................................................................................40 Transactions Make a Transfer...........................................................................................................42 Firefly to Firefly............................................................................................................44 Linking to Someone’s Firefly Account................................................................................ 44 Single Transfers Between Firefly Accounts....................................................................... 45 Send Money Initial Set Up..........................................................................................46 Send Money.................................................................................................................48 Send Money History Overview. .................................................................................50 Repeat a Send Money Transaction. ..........................................................................51 Receiving Funds with Send Money............................................................................52 Manage Cards within Send Money Overview..........................................................53 Adding A Personal External Account.........................................................................54 Verifying A Personal External Account......................................................................55 Loan Payments............................................................................................................56 Online Activity Overview.............................................................................................58 Using Filters........................................................................................................................... 59 Creating or Deleting Custom Views Using Favorites........................................................ 59 Canceling Transactions........................................................................................................ 60 Pay Bills Payments Overview. ...................................................................................................61 Hiding or Unhiding Payees from Payment Screen........................................................... 62 Creating a Payee Overview. .......................................................................................63 Creating a Payee: Company.......................................................................................64 Creating a Payee: Person............................................................................................66 Part 1 of 3: Choosing Payee and Payment Method......................................................... 66 Part 2 of 3: Adding Payee Information.............................................................................. 67 Part 3 of 3: One-Time Activation Code............................................................................... 68 Creating a Payee: Bank or Credit Union...................................................................69 Part 1 of 2: Entering Bank or Credit Union Information.................................................. 69 Part 2 of 2: One-Time Activation Code............................................................................... 71 Editing a Payee.............................................................................................................72 Deleting a Payee..........................................................................................................73 Scheduling Payments..................................................................................................74 Recurring Payments....................................................................................................75