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) Transfers05/24/2018
AAsterisk Intelligence: Data Warehouses05/01/2018
AUpdatedAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
07/13/2018
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
CUpdatedCard Controls User Guide07/13/2018
CUpdatedCheck Ordering07/13/2018
CCommunication with Members11/15/2017
DAsterisk Intelligence: Data Warehouses05/01/2018
DUpdatedAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
07/13/2018
EE-Alerts03/17/2017
EGetting Started with E-Statements11/15/2017
EWrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
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
IUpdatedIt's My Biz 247 Business Banking07/13/2018
IUpdatedIt's My Biz 247 Permissions Form07/13/2018
MMACO: Multi-Authentication Convenience Options 02/20/2018
MMAP: Applying for a Membership Online08/10/2017
MMOP: Opening a Membership Online08/02/2017
MUpdatedMobile App Banking with Remote Deposit Capture (RDC)07/13/2018
MMobile Text Banking05/24/2018
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
RPosting 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

Join Us for the July Tricks of the Trade Webinar!

Join Us for the July Tricks of the Trade Webinar!

Scheduled for Wednesday, July 18 from 3:30-4:00 PM ET, the interactive and engaging July Tricks of the Trade webinar will give you an in-depth look at documentation related to 18.07 Release of CU*BASE, the 18.07 Online Banking Release, and related features. Attending is easy! No registration is required for this drop-in webinar. Simply join the webinar a few… Read more »

Jul 11, 2018

June CU*BASE Monthly Monitor Recap

June 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 June 2018 edition of the CU*BASE Monthly Monitor Recap! June 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 accompanying… Read more »

Jul 3, 2018

CU*BASE GOLD 18.07 Coming Soon!

CU*BASE GOLD 18.07 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming!  Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 18.07: Online credit unions: July 15 Site-Four partners: July 15 Self-processing credit unions: August 6-7 Release Documents 18.07 Release Summary 18.07 Database Changes 18.07 Tool Changes Release Training General Release… Read more »

Jun 22, 2018

May CU*BASE Monthly Monitor Recap

May 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 May 2018 edition of the CU*BASE Monthly Monitor Recap! May 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 »

Jun 4, 2018

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