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
AAccount-to-Account (A2A) Transfers08/22/2018
AAsterisk Intelligence: Data Warehouses05/01/2018
AAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
10/19/2018
AAutomated Funds Transfer/Check Funds Transfer08/06/2018
BBump Rate Certificates03/17/2017
BOnline Ballots08/21/2017
CCU*TALK and It's Me 247 New Client Setup Form10/20/2017
CCard Controls User Guide08/22/2018
CCheck Ordering10/19/2018
CCommunication with Members11/15/2017
CUpdatedCredit Scores in Online Banking 11/16/2018
DAsterisk Intelligence: Data Warehouses05/01/2018
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
10/19/2018
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 Guide09/11/2018
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 Overview07/20/2018
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 Banking07/13/2018
IIt's My Biz 247 Permissions Form07/13/2018
MMACO: Multi-Authentication Convenience Options 08/06/2018
MMAP: Applying for a Membership Online08/10/2017
MMOP: Opening a Membership Online08/16/2018
MMobile App Banking with Remote Deposit Capture (RDC)07/20/2018
MMobile Text Banking07/20/2018
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 Banking08/06/2018
ROpt In/Opt Out (Reg E) - Managing Your Offering06/12/2017
RPosting Your Remote Deposits to CU*BASE05/04/2018
SMember Selected Printed Statement Styles04/10/2018
SSee/Jump Controls03/09/2018
SSelling Products Online03/17/2017
SSkip Pay for Consumer Loans01/12/2018
SUpdatedSmart Messages11/16/2018
SSplash Page Manager for Self Processors03/17/2017
Updated
April 28, 2017

October CU*BASE Monthly Monitor Recap

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

Nov 8, 2018

Year-End Deadlines Approaching!

Year-End Deadlines Approaching!

Make sure to complete your November year-end tasks! No Later Than Monday, November 5 Online Credit Unions Confirm year-end instructions by accessing and completing Tool #916 Update Tax Form Handling Instructions Self-Processing Credit Unions Confirm tax form archival instructions by completing the Tax Forms Archival Instructions form Check on the other November deadlines and more in the… Read more »

Nov 2, 2018

Join Us for CU*BASE 18.10 Release Training!

Join Us for CU*BASE 18.10 Release Training!

The 18.10 Release of CU*BASE will be arriving on October 21 for Online and Site-Four clients, and on November 5-6 for Self-Processing credit unions.  CU*Answers will be hosting two separate training sessions for the upcoming release, on the following dates: Wednesday, October 10 2:30 PM – 4:00 PM ET Wednesday, October 17 2:30 PM –… Read more »

Oct 3, 2018

September CU*BASE Monthly Monitor Recap

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

Oct 3, 2018

CU*BASE GOLD 18.10 Coming Soon!

CU*BASE GOLD 18.10 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 18.10: Online credit unions: October 21 Site-Four partners: October 21 Self-processing credit unions: November 5-6 Release Documents 18.10 Release Summary 18.10 Database Changes 18.10 Tool Changes Reminder: GOLD Version Check… Read more »

Oct 2, 2018