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) Transfers03/17/2017
AAutomated Funds Transfer/Check Funds Transfer06/19/2017
BBump Rate Certificates03/17/2017
BOnline Ballots03/17/2017
CCU*TALK and It's Me 247 New Client Setup Form03/17/2017
CCheck Ordering07/17/2017
CCommunication with Members03/17/2017
CCredit Scores in Online Banking03/17/2017
EE-Alerts03/17/2017
EGetting Started with E-Statements03/17/2017
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 Form03/17/2017
IIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide03/17/2017
IIt's Me 247 Bill Pay (iPay) Product Overview and User Guide03/17/2017
IIt's Me 247 Configuration Change Request Form03/17/2017
IIt's Me 247 Features List and Overview05/19/2017
IUpdatedIt'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
IUpdatedIt's Me 247 Strategies for Controlling Member Access08/17/2017
IIt's My Biz 247 Business Banking03/17/2017
IIt's My Biz 247 Permissions Form03/17/2017
IUpdatedIt’s Me 247 Bill Pay (Payveris) Product Overview and User Guide08/17/2017
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 Risk Assessment: Product Feature Matrix05/19/2017
MUpdatedMAP: Applying for a Membership Online08/10/2017
MUpdatedMOP: Opening a Membership Online08/02/2017
MMain Street Check Ordering03/24/2017
MMobile App Banking05/19/2017
MMobile Text Banking05/19/2017
MMobile Web Banking05/19/2017
MMobile Web Banking Rollout Flyer03/17/2017
MMoney Desktop Brochure03/17/2017
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 Banking03/17/2017
ROpt In/Opt Out (Reg E) - Managing Your Offering06/12/2017
RPosting Your Remote Deposits to CU*BASE03/17/2017
RReport Builder03/17/2017
SUpdatedMember Selected Printed Statement Styles08/10/2017
SSee/Jump Controls03/17/2017
SSelling Products Online03/17/2017
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 August Tricks of the Trade Webinar!

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

The August 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 about the Membership Opening (MOP).  Learn detailed information about MOP including more about the pages specific to MOP (Experian Precise ID Verification page,… Read more »

Aug 15, 2017

Join Us for the August Tricks of the Trade Webinar!

Join Us for the August Tricks of the Trade Webinar!

Scheduled for Tuesday, August 15 from 3:30-4:00 PM ET, the interactive and engaging August Tricks of the Trade webinar will give you an in-depth look at documentation about the Membership Opening (MOP).  Learn detailed information about MOP (Experian Precise ID Verification page, Membership Complete page, Funding page, Online Banking Enrollment page, and Funding Options page). Attending… Read more »

Aug 8, 2017

July CU*BASE Monthly Monitor Recap

July 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 July 2017 edition of the CU*BASE Monthly Monitor Recap! July 2017 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 »

Aug 1, 2017

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 2017 edition of the CU*BASE Monthly Monitor Recap! June 2017 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 5, 2017