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.

It's Me 247 Online Banking     Biz Link247

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
AUpdatedA2A (Account-to-Account) Transfers User Guide03/01/2024
AUpdatedA2A Features Overview Brochure03/01/2024
AAsterisk Intelligence: Data Warehouses03/29/2019
AUpdatedAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
02/26/2024
AAutomated Funds Transfer (AFT) & Check Funds Transfer (CFT)05/13/2022
AAvailable ACH Transaction Options with CU*Answers10/06/2023
BBiz Watch for ACH12/12/2022
BBizLink247 Business Online Banking Guide12/04/2023
BBizLink247 User Permissions Form11/15/2022
BBump Rate Certificates01/05/2022
BOnline Ballots10/29/2021
CCU*Forms10/06/2023
CCU*TALK and It's Me 247 New Client Setup Form09/08/2022
CCard Controls User Guide07/25/2023
CCheck Ordering11/30/2022
CCommunication with Members01/17/2023
CCredit Scores in Online Banking 10/06/2023
DAsterisk Intelligence: Data Warehouses03/29/2019
DUpdatedAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
02/26/2024
EE-Alerts10/06/2023
EGetting Started with E-Statements01/17/2023
EWrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
FFlex Loans11/07/2023
ICU*TALK and It's Me 247 New Client Setup Form09/08/2022
IInstant Deposits11/19/2021
IIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide01/05/2022
IIt's Me 247 Bill Pay (Paymentus) Product Overview and User Guide10/06/2023
IIt's Me 247 Bill Pay (iPay) Product Overview and User Guide01/05/2022
IIt's Me 247 Bill Pay Feature Comparison01/28/2022
IIt's Me 247 Configuration Change Request Form10/04/2021
IIt's Me 247 Indemnification Agreement03/03/2021
IIt's Me 247 Investment Center User Guide11/19/2021
IIt's Me 247 P2P User Guide 01/16/2024
IIt's Me 247 Strategies for Controlling Member Access01/16/2024
MMACO: Multi-Authentication Convenience Options 12/21/2023
MMAP: Applying for a Membership Online03/02/2023
MMOP: Demystifying Compliance and Risk Management06/22/2023
MMOP: Opening a Membership Online03/06/2023
MMobile App Card Controls 07/28/2023
MMobile Text Banking10/07/2022
MMoney Map Flyer02/04/2022
MView Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
O1Click Offers01/25/2024
OOpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
PPIB Rollout Strategies12/09/2021
PPIB: Configuration/User Guide12/29/2021
PParticipation Lending Brochure04/25/2023
PPrivate Contacts11/19/2021
QQuicken/QuickBooks Downloads 12/04/2023
ROpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
RPosting Remote Deposits (RDC) to CU*BASE07/24/2023
RRemote Deposit Capture (RDC)01/16/2024
SMember Elected Loan Skip-a-Payment07/14/2023
SMember Selected Printed Statement Styles11/24/2021
SSee/Jump Controls06/27/2023
SSelling Products Online05/05/2023
SSplash Page Manager
For our Self Processing Credit Union Partners
12/03/2021
TMobile Text Banking10/07/2022
Updated
July 6, 2022

January Owner’s View Monthly Recap

January Owner’s View Monthly Recap

Check out recent programming changes in the January 2024 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »

Feb 7, 2024

Updates Relating to Annual CU*BASE Maintenance

Updates Relating to Annual CU*BASE Maintenance

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Yesterday, January 28th, we performed annual maintenance to CU*BASE program libraries.  As part of this maintenance, there were a few file updates implemented, which can be reviewed here. We will be posting any/all issues related to this weekend’s maintenance on the CU*BASE Alerts page, compiled into a single alert… Read more »

Jan 29, 2024

December Owner’s View Monthly Recap

December Owner’s View Monthly Recap

Check out recent programming changes in the December 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »

Jan 10, 2024

Changes Coming to Client-Facing “FROM:” Addresses – Order a DKIM Signing Package by 1/8/24

Changes Coming to Client-Facing “FROM:” Addresses – Order a DKIM Signing Package by 1/8/24

If your credit union has received the associated email, it is because CU*Answers has determined that your client-facing CU*BASE “FROM:” address is currently NOT compliant with the new requirements from Google and Yahoo.  In order to become compliant, your credit union MUST purchase the DKIM signing package through the CNS store. Purchase a DKIM Signing… Read more »

Jan 5, 2024

Temporary Member Reach CUs Moved to New Email Domain

Temporary Member Reach CUs Moved to New Email Domain

Temporary Member Reach Clients Moved to New Domain During our response to the Spamahus incident, we placed some credit unions into the Member Reach service as a temporary stopgap to quickly regain the ability to deliver mass email for all credit unions – this was not a permanent solution. As previously announced, those credit unions… Read more »

Dec 18, 2023

November Owner’s View Monthly Recap

November Owner’s View Monthly Recap

Check out recent programming changes in the November 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »

Dec 5, 2023