If there are any questions regarding the new online banking system, please call 800.444.6327 for additional details.

We also have a series of educational videos in regards to the new online banking platform. These videos are provided for your reference and discuss some of the changes for the following areas:

  • Online Banking: How to set/verify accounts, transfer funds, and how to view your financial activity.
  • Security: How to enable/disable Touch ID Setup, fingerprint login, and passcode login.
  • Mobile Banking: How to integrate mobile deposit, text banking, and much more.
  • PFM: How to keep track of spending, transactions, and more with the Personal Financial Management System.


Need Assistance? Share your Concerns

Online Banking Instructions: How to Use Online Banking  +
Security: How to Set Up Account Features  +
Mobile Banking: How to Utilize the App Functions  +
PFM: How To Use the Personal Financial Management System  +


Below is a list of categories with specific questions and answers tailored to each aspect of the upcoming online banking system.

Account Nicknames  +

Q: Will I need to reset my account nicknames within the new system?

A: No. All of your account nicknames will stay the same during the transfer process.

Bill Pay  +

Q: Will I receive email bill pay reminders?

A: Yes, if you have selected that option.


Q: Will Bill Pay remain a free service?

A: Yes.


Q: How many days does it take to send an average payment? How many days in advance do our members need to create payment?

A: When submitting a payment, the system will provide you with the sent date and delivered by date. Additionally, the member can decide what date works best for their schedule.


Q: If a check is mailed out to a payee and the check is lost, can I place a stop payment on the check? What is the fee?

A: The request must be made by contacting the Contact Center or by visiting a branch. There is a $30 fee.


Q: Will my existing reoccurring payments and/or reminders be set up?

A: Yes, as long as the payee is converting over. However, if your payment was setup based off of an e-bill, it will need to be reestablished.


Q: Will my bill payments/payees carry over?

A: Yes!


Q: Who can I contact if a payment is not received as scheduled?

A: Please reach out to the Contact Center 800.444.6327


Q: How much history will convert within the new Bill Pay platform?

A: Six months’ worth of history.


Q: Can payments be set up as electronic or do they all send out checks?

A: If the biller has an established relationship with Bill Pay, the payment will be sent electronically. If they do not have an established relationship, it will be sent out via check. When setting up the payee on bill pay, the system will advise you on how the payment will be sent. The bill pay system will also advise you on the delivery date of the item.

Credit Cards  +

Q: Do I need to reregister to access my credit card information?

A: No, all your credit card information will roll over into the updated online banking


Q: Can I view my credit card information online and be able to make ACH payments from an outside institution?

A: Yes. The process will not change and credit card information and setup of payments can be accessed by clicking on the "Credit Card" link.

Institution to Institution Transfers  +

Q: Do I have to set up my Institution to Institution transfers again?

A: Yes. The new feature is called an “External/ACH Transfer.”

Loan Payments  +

Q: Will I be able to make loan payments from an external bank account?

A: In order to make a payment to your loan from an External Account you would need to re-establish an External Account with our new online banking platform first. To do so simply select the option to "Add/Verify External Account". You will be able to locate the option under the "My Accounts" tab from the top menu. Please allow 3-5 business days for the MICRO Deposits to be complete. Once the account has been validated you will be able to complete the transfer to your loan in the future.

Should you need any additional assistance please contact us at our Call Center Monday through Friday from 7:00am to 6:00pm (PST) and Saturdays from 8:00am to 2:00pm (PST) at 800-444-6327 option “8”. Our Secure Chat feature is also available between the hours of 9:00am to 5:00pm (PST) Monday through Friday.


Q: Can I make more than the minimum payment due at the time on my loan or do I still have to schedule an additional payment?

A: Yes.

Mobile App  +

Q: Will I have to reset my fingerprint authentication?

A: Yes. Once the app is uploaded, simply reset it in the phone's settings.


Q: Will there be a message that will notify that the app is no longer available and to download the new one?

A: Yes, iOS users will automatically be directed to App store to update the app. Android users will receive the following message: "The current Nuvision app is no longer in service due to the upgraded online banking system. Please download the new version of the Nuvision app available at on the Google Play store."

Mortgage  +

Q: Do I have to re-register to access my mortgage loan?

A: No.

Quicken/Mint  +

Q: I use Quicken/Quickbooks for money management. Do I have to update or do anything within the new system?

A: Yes, you will need to reset up your connection from Direct Connect to Web Connect (manually download transaction history from online banking and upload them in Quicken/QuickBooks) or Web Express Connect by simply connecting with your online banking login credentials. 


Q: What versions of Quicken/QuickBooks does the credit union currently support? 


  • QuickBooks Mac 2019
  • QuickBooks Mac 2020
  • QuickBooks Windows 2017 
  • QuickBooks Windows 2018
  • QuickBooks Windows 2019
  •  QuickBooks Windows 2020
  • Quicken Mac 2017
  • Quicken Mac 2018
  • Quicken Mac 2019
  • Quicken Windows 2018
  • Quicken Windows 2019
    Quicken Mac/Windows 2020 – Coming Soon! 


Q: I use Mint for money management. Do I have to update anything?

A: Yes, you would need to re-authenticate your Nuvision log in credentials directly with Mint to re-establish that connection again. 


Recurring Transfers  +

Q: Will I need to reset recurring transfers?

A: No, members will not need to reset any recurring transfers.

Skip-a-Pay  +

Q: Can a Skip-a-Pay be requested by a joint owner?

A: No

Solar Loans  +

Q: Will I still be able to make a loan payment online to my energy/solar loan from an outside institution?

A: Yes.

Transaction History  +

Q: How much history would convert to the new system?

A: 18 months of transaction history will be available. Additionally, there will 2 years of statements available.

Hiding Accounts  +

With the new digital banking system now here, the hidden account feature has been updated. Due to this change, you’ll need to re-hide your previously hidden accounts.

The instructions below explain how to hide your accounts and of course if you want to view the hidden accounts again, you will be able to unhide the account within your profile.

Step 1: From the Home, select Account Preferences from the Settings Dropdown.

Hidden Accounts 1

Step 2: Once on the Accounts Preferences  Screen scroll down to the account you want to hide and click on the Visible Button under the Account description.

(Note: For the  Details display for this account, click on the Visible Button under the Details header .)

Hidden Accounts Step 2


Step 3: The following warning message will pop up once the button is clicked.   Select “Yes, hide” to implement the changes.

Hidden Accounts

Step 4: Once completed, if you scroll down to the bottom of the Accounts Preferences Screen, all hidden accounts will be listed.

Hidden Accounts Step 4

If there are questions or concerns about this feature, please call please call 800.444.6327 for additional details.