How-To Library

Setting up your account

Enroll in Online Banking | Spanish

Enroll in Online Banking – businesses

Enroll in eStatements | Spanish

Customize recent transactions

Set up security alerts

Two-factor authentication

Add additional users

Access secure email

Change language to Spanish

Add/open a new account – Mobile

 

Moving money

Mobile check deposit how-to

Transfer to another member

Transfer to a loan | Spanish

Transfer to a deposit account

Set up a recurring transfer

Cancel/Edit a recurring transfer

Set up an external account on desktop | Set up on mobile | Spanish

Set up an external transfer

Pay loans from an outside account

Pay loans from an outside debit card

Bill Pay: How to add a new payee | Add payee on Mobile App

Bill Pay: Organize your payees

Bill Pay: How to delete a payee

Bill Pay: How to set up an AutoPay

Bill Pay: How to set up an eBill

Bill Pay: How to schedule a payment | Schedule on Mobile App

 

Managing money

Set up alerts

Set up credit card controls

Set up debit card controls

Set up a savings goal

How to view your investments

Connect Quicken and QuickBooks

Submit a travel notice

Business banking: How to enroll

Business banking: How to set up roles and sub-users

Business banking: How to manage ACH

Business banking: How to do business remote deposit (for desktop check scanning)

Business banking: How to export Online Banking Data into Quicken and QuickBooks

Business banking: How to redeem your Business Rewards points

Budgeting biweekly to pay your mortgage

Documentation checklist – purchases

Documentation checklist – construction

Documentation checklist – refinance

Signing eDisclosures

How to view your investments