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Online & Mobile Banking Reference Docs

This page includes reference materials related to our suite of online and mobile banking products, including It’s Me 247  Online Banking, Mobile App, and Text Banking, as well as BizLink 247 Business Banking. You’ll also find materials about ancillary products such as MoneyMap and more, in the alphabetic section at the bottom of this page.

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Letter Updated Title Publication Date
AA2A (Account-to-Account) Transfers User Guide10/03/2024
AA2A Features Overview Brochure03/01/2024
AAsterisk Intelligence: Data Warehouses03/29/2019
AAutomated Deposit Holds
Looking for “Electronic Deposit Holds”? This is the booklet you want!
11/15/2024
AAutomated Funds Transfer (AFT) & Check Funds Transfer (CFT)07/21/2022
AAvailable ACH Transaction Options with CU*Answers05/06/2024
BUpdatedBiz Watch for ACH12/18/2024
BBizLink247 Business Online Banking Guide10/03/2024
BBizLink247 User Permissions Form05/28/2024
BBump Rate Certificates01/04/2022
BOnline Ballots10/29/2021
CCU*Forms11/20/2024
CCU*TALK and It’s Me 247 New Client Setup Form05/16/2024
CCheck Ordering11/29/2022
CCommunication with Members01/17/2023
CCredit Scores in Online Banking 10/04/2023
CMobile App Card Controls 07/24/2023
DAsterisk Intelligence: Data Warehouses03/29/2019
DAutomated Deposit Holds
Looking for “Electronic Deposit Holds”? This is the booklet you want!
11/15/2024
EUpdatedE-Alerts12/18/2024
EUpdatedGetting Started with E-Statements12/18/2024
EWrong Email Addresses – Automated Management of Wrong Email Addresses06/27/2013
FFlex Loans11/07/2023
ICU*TALK and It’s Me 247 New Client Setup Form05/16/2024
IInstant Deposits11/19/2021
IIt’s Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide07/03/2024
IIt’s Me 247 Bill Pay (Paymentus) Product Overview and User Guide09/03/2024
IIt’s Me 247 Bill Pay (iPay) Product Overview and User Guide11/07/2024
IIt’s Me 247 Bill Pay Feature Comparison01/28/2022
IIt’s Me 247 Configuration Change Request Form10/04/2021
IIt’s Me 247 Indemnification Agreement03/03/2021
IIt’s Me 247 Investment Center User Guide11/19/2021
IIt’s Me 247 P2P User Guide 05/09/2024
IIt’s Me 247 Strategies to Control Member Access10/03/2024
MGetting Started With Multi-Factor Authentication (MFA)10/14/2024
MMACO: Multi-Authentication Convenience Options 12/21/2023
MMAP: Applying for a Membership Online03/02/2023
MMOP: Demystifying Compliance and Risk Management06/21/2023
MMOP: Opening a Membership Online03/06/2023
MMobile App Card Controls 07/24/2023
MMobile Text Banking05/03/2024
MMoney Map Flyer02/04/2022
MView Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
O1Click Offers10/04/2024
OOpt In/Opt Out (Reg E) – Managing Your Offering11/08/2021
PUpdatedPIB: Configuration/User Guide12/18/2024
PParticipation Lending Brochure04/25/2023
PPrivate Contacts11/19/2021
PZelle and Payrailz06/27/2024
QQuicken/QuickBooks Downloads 05/03/2024
ROpt In/Opt Out (Reg E) – Managing Your Offering11/08/2021
RPosting Remote Deposits (RDC) to CU*BASE07/24/2023
RRemote Deposit Capture (RDC)01/16/2024
SMember Elected Loan Skip-a-Payment07/14/2023
SMember Selected Printed Statement Styles11/13/2024
SSee/Jump Controls06/26/2023
SUpdatedSelling Products Online12/18/2024
SSplash Page Manager
For our Self Processing Credit Union Partners
12/03/2021
TMobile Text Banking05/03/2024
ZZelle and Payrailz06/27/2024