Online/Mobile Banking Reference Materials

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.

Help Systems

Product Highlights

Demonstration

Online Banking: Access a practice account online.

The account numbers you can use are 1782 or 3910. For all accounts, use “123456” for the password and “test” as the answer for all security questions.

Online Banking: View how-to videos posted on for staff.

Reference Materials

Some of these reference items are also posted on the CU*BASE Reference Page.

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Letter	Updated	Title	Publication Date
A		A2A (Account-to-Account) Transfers User Guide	10/04/2024
A		A2A Features Overview Brochure	03/01/2024
A		Asterisk Intelligence: Data Warehouses	03/29/2019
A		Automated Deposit Holds Looking for "Electronic Deposit Holds"? This is the booklet you want!	10/04/2024
A		Automated Funds Transfer (AFT) & Check Funds Transfer (CFT)	05/13/2022
A		Available ACH Transaction Options with CU*Answers	05/06/2024
B		Biz Watch for ACH	12/12/2022
B		BizLink247 Business Online Banking Guide	10/04/2024
B		BizLink247 User Permissions Form	06/17/2024
B		Bump Rate Certificates	01/05/2022
B		Online Ballots	10/29/2021
C		CU*Forms	05/03/2024
C		CU*TALK and It's Me 247 New Client Setup Form	09/08/2022
C		Card Controls User Guide	07/25/2023
C		Check Ordering	11/30/2022
C		Communication with Members	01/17/2023
C		Credit Scores in Online Banking	10/06/2023
D		Asterisk Intelligence: Data Warehouses	03/29/2019
D		Automated Deposit Holds Looking for "Electronic Deposit Holds"? This is the booklet you want!	10/04/2024
E		E-Alerts	10/06/2023
E		Getting Started with E-Statements	08/09/2024
E		Wrong Email Addresses - Automated Management of Wrong Email Addresses	03/17/2017
F		Flex Loans	11/07/2023
I		CU*TALK and It's Me 247 New Client Setup Form	09/08/2022
I		Instant Deposits	11/19/2021
I		It's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide	01/05/2022
I		It's Me 247 Bill Pay (Paymentus) Product Overview and User Guide	09/03/2024
I		It's Me 247 Bill Pay (iPay) Product Overview and User Guide	01/05/2022
I		It's Me 247 Bill Pay Feature Comparison	01/28/2022
I		It's Me 247 Configuration Change Request Form	10/04/2021
I		It's Me 247 Indemnification Agreement	03/03/2021
I		It's Me 247 Investment Center User Guide	11/19/2021
I		It's Me 247 P2P User Guide	05/09/2024
I		It's Me 247 Strategies for Controlling Member Access	10/04/2024
I		It's Me 247 Strategies to Control Member Access	10/04/2024
M	Updated	Getting Started With Multi-Factor Authentication (MFA)	10/14/2024
M		MACO: Multi-Authentication Convenience Options	12/21/2023
M		MAP: Applying for a Membership Online	03/02/2023
M		MOP: Demystifying Compliance and Risk Management	06/22/2023
M		MOP: Opening a Membership Online	03/06/2023
M		Mobile App Card Controls	07/28/2023
M		Mobile Text Banking	05/03/2024
M		Money Map Flyer	02/04/2022
M		View Web Services Mobile Web Banking Information Refer to Web Services Announcement and Flyer (For Members)
O		1Click Offers	10/04/2024
O		Opt In/Opt Out (Reg E) - Managing Your Offering	11/08/2021
P		PIB: Configuration/User Guide	06/17/2024
P		Participation Lending Brochure	04/25/2023
P		Private Contacts	11/19/2021
P		Zelle and Payrailz	06/27/2024
Q		Quicken/QuickBooks Downloads	05/23/2024
R		Opt In/Opt Out (Reg E) - Managing Your Offering	11/08/2021
R		Posting Remote Deposits (RDC) to CU*BASE	07/24/2023
R		Remote Deposit Capture (RDC)	01/16/2024
S		Member Elected Loan Skip-a-Payment	07/14/2023
S		Member Selected Printed Statement Styles	08/09/2024
S		See/Jump Controls	06/27/2023
S		Selling Products Online	06/10/2024
S		Splash Page Manager For our Self Processing Credit Union Partners	12/03/2021
T		Mobile Text Banking	05/03/2024
Z		Zelle and Payrailz	06/27/2024

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Documentation: Online/Mobile Banking Reference Materials

CU*BASE