Tips for Online Banking

The information on this page is broken into separate sections for your convenience

Getting Started

Online Banking Basics


Getting Started

How to Enroll in Online Banking

  1. Visit the online banking login page.
  2. Go to the New To Digital Banking? section and click on “Enroll Now“.
  3. The online banking enrollment form will be displayed. Enter all required information for primary account holder.
  4. Please note: The last 4 of your SSN, Date of Birth, and street number portion of address much match what is currently on your account records.
  5. Read the “Home Banking Disclosure” and agree to the terms and conditions by marking the check box next to it.
  6. Check the large box next to “I’m not a robot” and select the applicable images, then click “Submit”.
  7. The temporary password page will display with your temporary login password. Copy or write down this password. Then “Click Here” to return to the login screen.

First Time Logging Into Online Banking

  1. From the login screen, enter your default login information:
    • Your default login/username will be your Member number.
    • Your email address is the one that was used during the enrollment process.
    • Your default password is the temporary password provided during the enrollment process. Click “Log In”.
  2. An account settings message will display. Select “this is my personal or business computer” if you wish to register this device. Click “Continue”.
  3. Enter your email address. If you wish to be added to the online banking email list, check the optin box. Click “Continue”.
  4. Enter your new username (at least 6 characters; account number cannot be used). Click “test if alias available”. If available, re-enter your new username in the confirmation box and click “Continue”.
  5. The security questions page will display. Chose a confidence word that will display when prompted with a security question. Then select 3 different security questions and enter your answers. The answers to your security questions are not case sensitive, but they are space sensitive. Click “Continue”.
  6. Re-enter your temporary password given during enrollment. Then, enter your new password and confirm your new password. Your password must have a minimum of 8 characters, 1 UPPER case letter, 1 lower case letter, and include at least 1 number. Click “Continue”.
  7. The “update completed” message will display. Click “continue” to go to online banking.

Online Banking Basics

View Account Activity

  1. Log into online banking.
  2. The accounts page will be displayed. Select the account you wish to view by clicking on it.
  3. The account details page will display. A list of recent transactions is shown at the bottom of the page; to view more, click the arrows or increase the number of items per page by using the drop-down menu next to the arrows.
  4. You can filter account activity using the date range above or click on “Advanced Search” to filter by a transaction amount or description.
  5. You can print the transactions shown by clicking on the printer icon located in the right corner of the transaction list. You can also download your transaction activity by clicking “Download” and choosing the file type needed.
  6. Click “Accounts” to return to the account summary page.

Download Account Activity

  1. Log into online banking.
  2. Click on “Download Transactions” located in the left menu.
  3. Select the desired account and set the date range.
  4. Select your download type: Money, Quicken Webconnect, QIF, CSV. For help choosing a file type, click “Help” in the left corner.
  5. Click “Submit”

Transfer Between Accounts

  1. Log into online banking.
  2. Click “Transfer” in the main menu at the top of your screen.
  3. Enter the necessary information:
    • Select transfer immediately or schedule for a later date.
    • Choose which account you wish to transfer the funds from.
    • Choose which account you wish to transfer the funds into.
    • Enter the amount of the transfer. Optional: add a short description for the transfer under “transfer comment”.
    • Choose whether you want the transfer to repeat. Click “Continue Transfer”.
  4. The confirm transfer message will pop-up. Review the transfer details and, if correct, click “Confirm”.
  5. The transfer confirmation message will pop-up. Click “Continue”. Please note: If you wish to save the confirmation number, you will need to write it down.
  6. Click “Accounts” to return to the home screen.

Make A Payment

To make a payment on your loan or credit card from your account, follow the steps below:

  1. Log into online banking.
  2. Click “Transfer” in the main menu at the top of your screen.
  3. Enter the necessary information:
    • Select to transfer immediately or schedule for a later date.
    • Select the account you wish to make a payment from.
    • Select the loan you wish to make a payment to.
    • Enter the payment amount.
    • Choose whether you want the payment to repeat.
    • If you chose to schedule the payment, select the transfer date. Click “Continue Transfer”.
  4. The confirm transfer message will pop-up. Review the transfer details and, if correct, click “Confirm”.
  5. The transfer confirmation message will pop-up. Click “Continue”. Please note: If you wish to save the confirmation number, you will need to write it down.
  6. Click “Accounts” to return to the home screen.
Access Bill-Pay
  1. Log into online banking.
  2. Click “Pay Bills” in the main menu located at the top of your screen.

If you wish to enroll in bill-pay, click “enroll me” and follow the instructions

Set-Up an Alert

  1. Login into online banking.
  2. Click on “Alerts” located in the left-hand menu.
  3. Use the “Select New Alert” drop-down menu to select the alert type you wish set-up.
  4. Choose which account you wanted to be alerted about. Enter the requested information (amount, check number, etc.). Click “Next”
  5. Enter the message you want the alert to say. Ex. “Checking account balance getting low”. If you wish to receive the account balance in the alert, check the box. If you wish to receive the available balance instead of current balance, check the box. The available balance includes any pending transactions. Click “Next”
  6. Choose how you would like to receive the alert and enter your information. Click “Add”.

Send a Secure Message

  1. Log into online banking.
  2. The Accounts page is displayed. Click on the Menu button and select “Messages”.
  3. The Message page is displayed. You can choose to send a new message, open a received message, or search for a previous message topic.
  4. To send a new message, click “New Message”.
  5. The message form will display. Enter the message topic (ex. Missing deposit), then type your message below then click Send.
  6. To read a message, click on the message topic. To reply, simply type your response in the “compose message” area and click “send”.