Add Helpful Links to Online Banking

These steps explain how to add website addresses to the Helpful Links page in It's Me 247 Online Banking.

• These steps are helpful in providing members with resources they may find helpful in managing their finances.  

• The Helpful Links page is found in online banking by hovering over Info Center and clicking Helpful Links.

• After following the steps below, your newly configured link will appear in online banking within 24 hours.

1. Launch Tool #569 Online/Mobile/Text Banking VMS Config.

2. In the Corporation Number Selection pop-up, select a corporate ID if your credit union has multiple corporations.

3. Click Select.

4. Select Helpful Links on the Online Banking Configuration Options screen.

5. Click Select.

6. Input a name for your new link in the Link ID field on the helpful links pop-up.

   • Members will not see this name.

7. Click Continue.

8. Input the desired hyperlink text in the Description field on the Online Banking Links to Related Websites screen.

9. In the section labeled Descriptive text to display in online banking, input text explaining the website and why members might find it helpful.

   • Members will see this text beside the link.

10. In the section labeled URL/Website Address, input the URL.

    • To test the link, click the check mark button.

11. Check the box labeled 'Open in a separate browser window'.

    • This will ensure that members will remain in online banking when they click the link and that the website will open in a separate browser window.

12. Click the forward arrow.