NEW ONLINE BANKING INSTRUCTIONS
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
FREQUENTLY ASKED QUESTIONS
Q: Will I need to reset my account nicknames within the new system?
Q: Will I receive email bill pay reminders?
Q: Will Bill Pay remain a free service?
Q: How many days does it take to send an average payment? How many days in advance do our members need to create payment?
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?
Q: Will my existing reoccurring payments and/or reminders be set up?
Q: Will my bill payments/payees carry over?
Q: Who can I contact if a payment is not received as scheduled?
Q: How much history will convert within the new Bill Pay platform?
Q: Can payments be set up as electronic or do they all send out checks?
Q: Do I need to reregister to access my credit card information?
Q: Can I view my credit card information online and be able to make ACH payments from an outside institution?
Q: Do I have to set up my Institution to Institution transfers again?
Q: Will I be able to make loan payments from an external bank account?
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?
Q: Will I have to reset my fingerprint authentication?
Q: Will there be a message that will notify that the app is no longer available and to download the new one?
Q: Do I have to re-register to access my mortgage loan?
Q: I use Quicken/Quickbooks for money management. Do I have to update or do anything within the new system?
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.
Q: Will I need to reset recurring transfers?
Q: Can a Skip-a-Pay be requested by a joint owner?
Q: Will I still be able to make a loan payment online to my energy/solar loan from an outside institution?
Q: How much history would convert to the new system?
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.
(Note: For the Details display for this account, click on the Visible Button under the Details header .)