Online and Mobile Banking Booklets

Use this list of booklets to explore the Reference Library. You can also find the Reference Library on the CU*Answers website online, located at https://www.cuanswers.com/resources/doc/its-me-247--reference/.

 

A2A (Account-to-Account) Transfers User Guide

Card Controls User Guide

Asterisk Intelligence: Data Warehouses

Check Ordering

Automated Deposit Holds

Communication with Members

Automated Funds Transfer/Check Funds Transfer

Credit Scores in Online Banking

Available ACH Transaction Options with CU*Answers

E-Alerts

Bump Rate Certificates

Getting Started with E-Statements

Online Ballots

Wrong Email Addresses - Automated Management of Wrong Email Addresses

CU*TALK and It's Me 247 New Client Setup Form

Flex Loans

BizLink247 Business Online Banking Guide

Instant Deposits

BizLink247 User Permissions Form

It's Me 247 Configuration Change Request Form

It's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide

It's Me 247 Indemnification Agreement

It's Me 247 Bill Pay (Payveris) Product Overview and User Guide

It's Me 247 Introductory Brochure

It's Me 247 Bill Pay (iPay) Product Overview and User Guide

It's Me 247 Strategies for Controlling Member Access

It's Me 247 Bill Pay Feature Comparison

It's Me 247 Investment Center User Guide

It's Me 247 P2P User Guide

Mobile App Card Controls

MACO: Multi-Authentication Convenience Options

Mobile Text Banking

MAP: Applying for a Membership Online

Money Map Flyer

MOP: Demystifying Compliance and Risk Management

MyBiz Personal Business Banking

MOP: Opening a Membership Online

Opt In/Opt Out (Reg E) - Managing Your Offering

1Click Offers

Quicken/QuickBooks Downloads

PIB Rollout Strategies

See/Jump Controls

PIB: Configuration/User Guide

Selling Products Online

Private Contacts

Splash Page Manager

Posting Remote Deposit Capture (RDC) Checks to CU*BASE

 

Member Elected Loan Skip-a-Payment

 

Member Selected Printed Statement Styles