Find Custom Tools

These steps explain how to find custom tools that were developed specifically for your credit union.

  • The Custom Tools button is a toggle. When you click it, it will present your custom tools. When you click it again, it will return you to the toolset you were previously viewing.

  • If after following the steps below you do not see the tool you are looking for, click All Available Tools on your home screen and perform a search for the tool using your search bar. It is possible all credit unions have access to the tool you are looking for, meaning it is not a custom tool and therefore not found on your custom tools list, but rather on the list showing all available tools.

  1. Click the Custom Tools button (screwdriver/wrench icon) on your home page.

  2. You will then see a list of tools that were created specifically for your credit union.

    • This list may also include a few Operator Edition tools to which your particular credit union was given access.