Vote or Complete Survey in Online Banking

These steps will help you guide members through the process of voting for board members or completing a survey in It's Me 247 Online Banking. To refer members to this video, please have them use the Help button on the It's Me 247 Online Banking login page (OBC).

  • In order for your members to be able to complete these steps, your credit union must first activate the online ballot feature in online banking.

  • After following the steps below, you will see a confirmation message telling you that your selection has been successfully recorded.

  1. Click the Place Your Vote button after logging in to online banking.

  2. You'll then see the purpose of the election or survey and when the election/survey period ends.

  3. Click I'm Ready to Cast My Vote.

  4. Make your selections.

  5. Click Record My Vote.