Online/Mobile Banking Reference Materials

This page includes reference materials related to our suite of online and mobile banking products, including It’s Me 247  Online Banking, Mobile App, and Text Banking, as well as BizLink 247 Business Banking. You’ll also find materials about ancillary products such as MoneyMap and more, in the alphabetic section at the bottom of this page.

It's Me 247 Online Banking     Biz Link247

Help Systems

Product Highlights

Demonstration

Online 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 for staff.

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
AA2A (Account-to-Account) Transfers User Guide05/05/2023
AA2A Features Overview Brochure05/23/2022
AAsterisk Intelligence: Data Warehouses03/29/2019
AAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
05/05/2023
AAutomated Funds Transfer (AFT) & Check Funds Transfer (CFT)05/13/2022
AAvailable ACH Transaction Options with CU*Answers01/17/2023
BBiz Watch for ACH12/12/2022
BBizLink247 Business Online Banking Guide05/05/2023
BBizLink247 User Permissions Form11/15/2022
BBump Rate Certificates01/04/2022
BOnline Ballots10/29/2021
CCD and Share Secured Loans05/05/2023
CCU*TALK and It's Me 247 New Client Setup Form07/23/2021
CCard Controls User Guide08/22/2018
CCheck Ordering11/29/2022
CCommunication with Members01/17/2023
CCredit Scores in Online Banking 11/28/2022
DAsterisk Intelligence: Data Warehouses03/29/2019
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
05/05/2023
EE-Alerts12/21/2022
EGetting Started with E-Statements01/17/2023
EWrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
FFlex Loans12/02/2021
ICU*TALK and It's Me 247 New Client Setup Form07/23/2021
IInstant Deposits11/19/2021
IIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide01/04/2022
IIt's Me 247 Bill Pay (Payveris) Product Overview and User Guide05/05/2023
IIt's Me 247 Bill Pay (iPay) Product Overview and User Guide01/04/2022
IIt's Me 247 Bill Pay Feature Comparison09/17/2018
IIt's Me 247 Configuration Change Request Form10/04/2021
IIt's Me 247 Indemnification Agreement08/07/2017
IIt's Me 247 Investment Center User Guide11/19/2021
IIt's Me 247 P2P User Guide 05/05/2023
IIt's Me 247 Strategies for Controlling Member Access05/05/2023
MMACO: Multi-Authentication Convenience Options 08/06/2018
MMAP: Applying for a Membership Online03/02/2023
MMOP: Demystifying Compliance and Risk Management06/30/2021
MMOP: Opening a Membership Online03/06/2023
MMobile App Card Controls 11/22/2019
MMobile Text Banking09/29/2022
MMoney Map Flyer02/04/2022
MView Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
O1Click Offers05/05/2023
OOpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
PPIB Rollout Strategies12/09/2021
PPIB: Configuration/User Guide12/29/2021
PParticipation Lending Brochure04/25/2023
PPrivate Contacts11/19/2021
QQuicken/QuickBooks Downloads 02/22/2022
ROpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
RPosting Remote Deposit Capture (RDC) Checks to CU*BASE02/03/2020
RRemote Deposit Capture (RDC)06/27/2022
SMember Elected Loan Skip-a-Payment12/21/2022
SMember Selected Printed Statement Styles11/24/2021
SSee/Jump Controls01/17/2023
SSelling Products Online05/05/2023
SSplash Page Manager
For our Self Processing Credit Union Partners
11/30/2021
TMobile Text Banking09/29/2022
Updated
July 6, 2022

May Owner’s View Monthly Recap

May Owner’s View Monthly Recap

Check out recent programming changes in the May 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »

Jun 5, 2023

Don’t Forget: CU*BASE Release 23.05 is Arriving Soon! Check out the Release Training Video!

Don’t Forget: CU*BASE Release 23.05 is Arriving Soon!  Check out the Release Training Video!

CU*BASE Release 23.05 Online and Site Four Release Date is May 7 Self-Processor Release Date is May 21 Documents 23.05 Release Summary 23.05 New and Updated Tool Summary 23.05 Database Changes Summary  Release Training Resources If you missed our recent training sessions for the 23.05 Release, a recording is now available – click here to… Read more »

May 3, 2023

April Owner’s View Monthly Recap

April Owner’s View Monthly Recap

Check out recent programming changes in the April 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »

May 2, 2023

March Owner’s View Monthly Recap

March Owner’s View Monthly Recap

Check out recent programming changes in the March 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »

Apr 4, 2023

February Owner’s View Monthly Recap

February Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2023 edition of the Owner’s View Monthly Recap! February 2023 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »

Mar 1, 2023