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.

Jump To:
ABCDEFGHIJKLMNOPQRSTUVWXYZ
Letter Updated Title Publication Date Pages
A Account-to-Account (A2A) Transfers11/18/201657
A Automated Funds Transfer/Check Funds Transfer11/18/201633
B Online Ballots08/31/201525
C Bump Certificates11/18/201616
C Communication with Members12/16/20169
C Credit Scores in Online Banking07/20/201514
C CU*TALK and It's Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY.
04/28/20155
E E-Alerts11/18/201621
E EasyPay Materials are now It's Me 247 Bill Pay Materials
Refer to 'I' for 'It's Me 247' Bill Pay materials
Not Available
E eSignatures (CU*Spy)07/14/201645
E Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
12/16/201627
E Wrong Email Addresses - Automated Management of Wrong Email Addresses06/27/20134
F It's Me 247 Features List and Overview10/20/201648
F Member Self Service Fees05/13/201616
I CU*TALK and It's Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY.
04/28/20155
I It's Me 247 Bill Pay (Fiserv) (Builder) Product Overview and User Guide10/20/201621
I It's Me 247 Bill Pay (iPay) Product Overview and User Guide11/18/201643
I It's Me 247 Color Introductory Brochure07/14/201620
I It's Me 247 Configuration Change Request Form
This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
09/21/20163
I It's Me 247 Features List and Overview10/20/201648
I It's Me 247 Indemnification Agreement01/28/20101
I It's Me 247 Investment Center User Guide04/12/20138
I It's Me 247 Strategies for Controlling Member Access05/13/201661
I It's My Biz 247 Business Banking04/16/201570
I It's My Biz 247 Permissions Form04/16/20153
I It’s Me 247 Bill Pay (Payveris) Product Overview and User Guide12/16/2016103
I It’s Me 247 Bill Pay Feature Comparison 10/16/20154
I It’s Me 247 Bill Pay powered by Fiserv brochure05/16/20154
I It’s Me 247 Bill Pay powered by iPay brochure10/16/20154
I It’s Me 247 Risk Assessment: Product Feature Matrix10/20/201622
L Leaving Special Messages for Online Banking and Audio Response
(Including Personalized PC Banking Messages)
02/03/201411
M Create Shortcut (Bookmark) to Mobile Web Banking
Refer to Web Services Announcement and Flyer (For Members)
Not Available
M Main Street Check Ordering12/16/20164
M MLA Workflow and Procedures11/11/20166
M Mobile Text Banking10/20/201637
M Mobile Web Banking12/16/201653
M Mobile Web Banking Rollout Flyer03/15/20101
M Money Desktop Brochure08/16/20164
M Mortgage Products: 360-Day Interest Calculation02/03/201455
M My Virtual StrongBox Activation Agreement
Refer to My Virtual StrongBox page for brochure, activation agreement, case study and features list
Not Available
N Member Notices: Configuring and Printing CU-Defined Notices and e-Notices11/18/201661
O Online Banking Community (OBC) Customization Form
Refer to the Internet Retailer Support Center (IRSC) website for more details
Not Available
O Opt In/Opt Out (Reg E) - Managing Your Offering08/02/201642
O Tracking "Off Trial Balance" (OTB) Products with CU*BASE10/20/201666
P PIB: Configuration/User Guide08/17/201578
P PIB Rollout Strategies08/17/201512
P Promise Deposits - Electronic Check Deposits via It's Me 247 Online Banking05/13/201632
Q Qualified Dividends08/02/201628
Q Quicken/QuickBooks Downloads from Online Banking - Brochure/Pricing08/29/20124
Q Quicken/QuickBooks Downloads from Online Banking - Signup Form01/16/20131
R Opt In/Opt Out (Reg E) - Managing Your Offering08/02/201641
S It's Me 247 Strategies for Controlling Member Access12/10/201553
S Member Selected Printed Statement Styles05/13/201630
S See/Jump Controls12/17/201512
S Selling Products Online05/13/201640
S Skip Pay for Consumer Loans11/18/201646
S Smart Messaging10/20/201613
S Splash Page Manager for Self Processors01/18/20134
T Tiered Service Levels - Implementation Guide11/29/2016110
T Top Enhancements of 201401/21/20154
Updated
February 12, 2016

Sunsetting the WCalendar and WMail Tools in CU*BASE

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS With the 17.03 Release of CU*BASE, we will be sunsetting the WCalendar and WMail Tools. As support for both WCalendar and WMail development was suspended several years ago, with this release we will now be removing them from CU*BASE menus and screens. This means that the following options will… Read more »

Jan 16, 2017

December 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 December 2016 edition of the CU*BASE Monthly Monitor Recap! December 2016 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 core-software products…. Read more »

Jan 3, 2017

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

The December 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 the CU*BASE 16.12 release, the 16.12 Imaging release, Online Member Tax Forms, the upcoming 16.11 Online Banking… Read more »

Dec 13, 2016

My Virtual StrongBox – Safe, Secure, and Free!

Take Advantage of a FREE* Online Banking Feature Your Members Will LOVE! My Virtual StrongBox “While most credit unions don’t have the resources for a fully integrated innovation lab, you can encourage your own intrapreneurial culture, aided by the assistance of smart technology innovation firms.  At Virtual StrongBox, our APIs and technical knowledge make it… Read more »

Dec 7, 2016

Join Us for the December Tricks of the Trade Webinar!

Scheduled for Tuesday, December 13 from 3:30-4:00 PM ET, the interactive and engaging December Tricks of the Trade webinar will give you an in-depth look at documentation related to the CU*BASE 16.12 release, the 16.12 Imaging release, Online Member Tax Forms, the upcoming 16.11 Online Banking release, and more! Attending is easy! No registration is required… Read more »

Dec 6, 2016

November 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 November 2016 edition of the CU*BASE Monthly Monitor Recap! November 2016 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 core-software products…. Read more »

Dec 5, 2016

CU*BASE GOLD 16.12 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 16.12: Online credit unions: December 4 Site-Four partners: December 4 Self-processing credit unions: December 12 Release Documents 16.12 Release Summary 16.12 Menu Changes 16.12 Database Changes Imaging Solutions Release Imaging Solutions… Read more »

Nov 29, 2016