It’s Me 247 Online Banking Reference

This page includes reference materials related to It’s Me 247, including Online Banking, Mobile Web Banking, Mobile Apps, and Text Banking. You’ll also find materials about ancillary products such as MoneyDesktop and more, in the alphabetic section at the bottom of this page.

Help Systems

Product Highlights

Demonstration

It's Me 247 Mobile AppOnline 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 the OBC for members and staff.

Marketing Materials

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
AAccount-to-Account (A2A) Transfers03/12/2018
AUpdatedAsterisk Intelligence: Data Warehouses05/01/2018
AAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
10/26/2017
AAutomated Funds Transfer/Check Funds Transfer08/31/2017
BBump Rate Certificates03/17/2017
BOnline Ballots08/21/2017
CCU*TALK and It's Me 247 New Client Setup Form10/20/2017
CCheck Ordering01/15/2018
CCommunication with Members11/15/2017
DUpdatedAsterisk Intelligence: Data Warehouses05/01/2018
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
10/26/2017
EE-Alerts03/17/2017
EGetting Started with E-Statements11/15/2017
EWrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
EeSignatures (CU*Spy)03/17/2017
ICU*TALK and It's Me 247 New Client Setup Form10/20/2017
IIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide03/17/2017
IIt's Me 247 Bill Pay (Payveris) Product Overview and User Guide11/16/2017
IIt's Me 247 Bill Pay (iPay) Product Overview and User Guide03/17/2017
IIt's Me 247 Bill Pay Feature Comparison03/17/2017
IIt's Me 247 Bill Pay powered by iPay Brochure03/17/2017
IIt's Me 247 Configuration Change Request Form10/20/2017
IIt's Me 247 Features List and Overview05/19/2017
IIt's Me 247 Indemnification Agreement08/07/2017
IIt's Me 247 Introductory Brochure03/17/2017
IIt's Me 247 Investment Center User Guide03/17/2017
IIt's Me 247 Risk Assessment: Product Feature Matrix05/19/2017
IIt's Me 247 Strategies for Controlling Member Access03/09/2018
IIt's My Biz 247 Business Banking03/17/2017
IIt's My Biz 247 Permissions Form03/17/2017
MMACO: Multi-Authentication Convenience Options 02/20/2018
MMAP: Applying for a Membership Online08/10/2017
MMOP: Opening a Membership Online08/02/2017
MMobile App Banking02/20/2018
MMobile Text Banking05/19/2017
MMobile Web Banking01/03/2018
MMobile Web Banking Rollout Flyer03/17/2017
MMoney Desktop Brochure02/07/2018
MView Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
OOpt In/Opt Out (Reg E) - Managing Your Offering06/12/2017
PPromise Deposits: Electronic Check Deposits via It's Me 247 Online Banking10/20/2017
ROpt In/Opt Out (Reg E) - Managing Your Offering06/12/2017
RUpdatedPosting Your Remote Deposits to CU*BASE05/04/2018
RReport Builder03/17/2017
SMember Selected Printed Statement Styles04/10/2018
SSee/Jump Controls03/09/2018
SSelling Products Online03/17/2017
SSkip Pay for Consumer Loans01/12/2018
SSmart Messages06/23/2017
SSplash Page Manager for Self Processors03/17/2017
THow To Install Epson Thermal Printers (TM-T88IV USB)03/17/2017
TUsing TCDs: Quick Reference03/17/2017
YYear End Processing Guide Supplement - 1042-S Tax Forms03/17/2017
Updated
April 28, 2017

It’s Almost Time for the May Tricks of the Trade Webinar!

It’s Almost Time for the May Tricks of the Trade Webinar!

The May Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation related to our monthly top AnswerBook items, our ‘Win the Lottery’ shared resources program, tips for improving the delivery rate of emails to… Read more »

May 23, 2018

Join Us for the May Tricks of the Trade Webinar!

Join Us for the May Tricks of the Trade Webinar!

Scheduled for Wednesday, May 23 from 3:30-4:00 PM ET, the interactive and engaging May Tricks of the Trade webinar will give you an in-depth look at documentation related to our monthly top AnswerBook items, our ‘Win the Lottery’ shared resources program, tips for improving the delivery rate of emails to members, and more. Attending is easy! No… Read more »

May 16, 2018

April CU*BASE Monthly Monitor Recap

April CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the April 2018 edition of the CU*BASE Monthly Monitor Recap! April 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

May 2, 2018

For The Record: Your Records and Information Newsletter

For The Record: Your Records and Information Newsletter

New Issue Now Available! Implementing a Records and Information Management program helps to make sure you manage your records and information to meet your business needs and comply with laws and regulation. We want to provide content to help educate, motivate and guide you in your Records and Information program development and also keep you… Read more »

Apr 17, 2018

March CU*BASE Monthly Monitor Recap

March CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the March 2018 edition of the CU*BASE Monthly Monitor Recap! March 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Apr 3, 2018

It’s Almost Time for the March Tricks of the Trade Webinar!

It’s Almost Time for the March Tricks of the Trade Webinar!

The March Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Don’t have time… Read more »

Mar 28, 2018

Join Us for the March Tricks of the Trade Webinar!

Join Us for the March Tricks of the Trade Webinar!

Scheduled for Wednesday, March 28 from 3:30-4:00 PM ET, the interactive and engaging March Tricks of the Trade webinar will give you an in-depth look at documentation related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Attending is easy! No registration is required for this drop-in webinar. Simply join… Read more »

Mar 21, 2018

Are Your Custom Queries Ready for 18.03?

Are Your Custom Queries Ready for 18.03?

If you work with custom queries, it is important to spend a little extra time reviewing the Database Changes documentation published with each release summary.  With each CU*BASE release, a small number of custom queries could be impacted for each credit union.  Now is the time to perform a check-up to identify if any of… Read more »

Mar 7, 2018