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
AUpdated  Account-to-Account (A2A) Transfers03/17/2017
AUpdated  Automated Funds Transfer/Check Funds Transfer03/17/2017
BUpdated  Online Ballots03/17/2017
CUpdated  Bump Rate Certificates03/17/2017
CUpdated  Communication with Members03/17/2017
CUpdated  Credit Scores in Online Banking03/17/2017
CUpdated  CU*TALK and It's Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY.
03/17/2017
EUpdated  E-Alerts03/17/2017
EUpdated  eSignatures (CU*Spy)03/17/2017
EUpdated  Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
03/17/2017
EUpdated  Wrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
FUpdated  Member Self Service Fees03/17/2017
IUpdated  CU*TALK and It's Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY.
03/17/2017
IUpdated  It's Me 247 Bill Pay (Fiserv) (Builder) Product Overview and User Guide03/17/2017
IUpdated  It's Me 247 Bill Pay (iPay) Product Overview and User Guide03/17/2017
IUpdated  It's Me 247 Color Introductory Brochure03/17/2017
IUpdated  It's Me 247 Configuration Change Request Form03/17/2017
IUpdated  It's Me 247 Features List and Overview03/17/2017
IUpdated  It's Me 247 Indemnification Agreement03/17/2017
IUpdated  It's Me 247 Investment Center User Guide03/17/2017
IUpdated  It's Me 247 Strategies for Controlling Member Access03/17/2017
IUpdated  It's My Biz 247 Business Banking03/17/2017
IUpdated  It's My Biz 247 Permissions Form03/17/2017
IUpdated  It’s Me 247 Bill Pay (Payveris) Product Overview and User Guide03/17/2017
IUpdated  It’s Me 247 Bill Pay Feature Comparison 03/17/2017
IUpdated  It’s Me 247 Bill Pay powered by Fiserv brochure03/17/2017
IUpdated  It’s Me 247 Bill Pay powered by iPay brochure03/17/2017
IUpdated  It’s Me 247 Risk Assessment: Product Feature Matrix03/17/2017
LUpdated  Leaving Special Messages for Online Banking and Audio Response
(Including Personalized PC Banking Messages)
03/17/2017
MUpdated  Main Street Check Ordering03/17/2017
MUpdated  MLA Workflow and Procedures03/17/2017
MUpdated  Mobile Text Banking03/17/2017
MUpdated  Mobile Web Banking03/17/2017
MUpdated  Mobile Web Banking Rollout Flyer03/17/2017
MUpdated  Money Desktop Brochure03/17/2017
MUpdated  Mortgage Products: 360-Day Interest Calculation03/17/2017
M My Virtual StrongBox Activation Agreement
Refer to My Virtual StrongBox page for brochure, activation agreement, case study and features list
Not Available
M View Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
Not Available
NUpdated  Member Notices: Configuring and Printing CU-Defined Notices and e-Notices03/17/2017
O Online Banking Community (OBC) Customization Form
Refer to the Internet Retailer Support Center (IRSC) website for more details
Not Available
OUpdated  Opt In/Opt Out (Reg E) - Managing Your Offering03/17/2017
OUpdated  Tracking "Off Trial Balance" (OTB) Products with CU*BASE03/17/2017
PUpdated  PIB: Configuration/User Guide03/17/2017
PUpdated  PIB Rollout Strategies03/17/2017
PUpdated  Promise Deposits - Electronic Check Deposits via It's Me 247 Online Banking03/17/2017
QUpdated  Qualified Dividends03/17/2017
QUpdated  Quicken/QuickBooks Downloads from Online Banking - Brochure/Pricing03/17/2017
QUpdated  Quicken/QuickBooks Downloads from Online Banking - Signup Form03/17/2017
RUpdated  Opt In/Opt Out (Reg E) - Managing Your Offering03/17/2017
SUpdated  Member Selected Printed Statement Styles03/17/2017
SUpdated  See/Jump Controls03/17/2017
SUpdated  Selling Products Online03/17/2017
SUpdated  Skip Pay for Consumer Loans03/17/2017
SUpdated  Smart Messaging03/17/2017
SUpdated  Splash Page Manager for Self Processors03/17/2017
TUpdated  Tiered Service Levels - Implementation Guide03/17/2017
Updated
February 12, 2016

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 »

Mar 17, 2017

Reminder: CU*BASE GOLD 17.03 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Don’t Forget!  Next week, you will receive CU*BASE GOLD Version 17.03: Online credit unions: March 19 Site-Four partners: March 19 Self-processing credit unions: March 20 Release Documents 17.03 Release Summary 17.03 Database Changes Reminder: GOLD Version Check Following the release, if someone logs into a workstation that is not at… Read more »

Mar 17, 2017

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

The March 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 to make sure you are prepared for the first day with the New Navigation in the 17.03 Release of CU*BASE. Don’t… Read more »

Mar 14, 2017

Join Us for the March Tricks of the Trade Webinar!

Scheduled for Tuesday, March 14 from 3:30-4:00 PM ET, the interactive and engaging March Tricks of the Trade webinar will give you an in-depth look at documentation to make sure you are prepared for the first day with the New Navigation in the 17.03 Release of CU*BASE. Attending is easy! No registration is required for this drop-in… Read more »

Mar 8, 2017

CU*BASE GOLD 17.03 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 17.03: Online credit unions: March 19 Site-Four partners: March 19 Self-processing credit unions: March 20 Release Documents 17.03 Release Summary 17.03 Database Changes Reminder: GOLD Version Check Following the release, if… Read more »

Mar 6, 2017

February 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 January 2017 edition of the CU*BASE Monthly Monitor Recap! February 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 core-software… Read more »

Mar 1, 2017

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

The February 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, we will be revisiting the information from our January session to give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes,… Read more »

Feb 21, 2017