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
AUpdatedA2A (Account-to-Account) Transfers User Guide05/28/2024
AA2A Features Overview Brochure03/01/2024
AAsterisk Intelligence: Data Warehouses03/29/2019
AAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
05/06/2024
AAutomated Funds Transfer (AFT) & Check Funds Transfer (CFT)05/13/2022
AAvailable ACH Transaction Options with CU*Answers05/06/2024
BBiz Watch for ACH12/12/2022
BBizLink247 Business Online Banking Guide05/03/2024
BUpdatedBizLink247 User Permissions Form06/17/2024
BBump Rate Certificates01/05/2022
BOnline Ballots10/29/2021
CCU*Forms05/03/2024
CCU*TALK and It's Me 247 New Client Setup Form09/08/2022
CCard Controls User Guide07/25/2023
CCheck Ordering11/30/2022
CCommunication with Members01/17/2023
CCredit Scores in Online Banking 10/06/2023
DAsterisk Intelligence: Data Warehouses03/29/2019
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
05/06/2024
EE-Alerts10/06/2023
EGetting Started with E-Statements01/17/2023
EWrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
FFlex Loans11/07/2023
ICU*TALK and It's Me 247 New Client Setup Form09/08/2022
IInstant Deposits11/19/2021
IIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide01/05/2022
IIt's Me 247 Bill Pay (Paymentus) Product Overview and User Guide05/09/2024
IIt's Me 247 Bill Pay (iPay) Product Overview and User Guide01/05/2022
IIt's Me 247 Bill Pay Feature Comparison01/28/2022
IIt's Me 247 Configuration Change Request Form10/04/2021
IIt's Me 247 Indemnification Agreement03/03/2021
IIt's Me 247 Investment Center User Guide11/19/2021
IIt's Me 247 P2P User Guide 05/09/2024
IIt's Me 247 Strategies for Controlling Member Access03/11/2024
MMACO: Multi-Authentication Convenience Options 12/21/2023
MMAP: Applying for a Membership Online03/02/2023
MMOP: Demystifying Compliance and Risk Management06/22/2023
MMOP: Opening a Membership Online03/06/2023
MMobile App Card Controls 07/28/2023
MMobile Text Banking05/03/2024
MMoney Map Flyer02/04/2022
MView Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
OUpdated1Click Offers06/17/2024
OOpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
PPIB Rollout Strategies12/09/2021
PUpdatedPIB: Configuration/User Guide06/17/2024
PParticipation Lending Brochure04/25/2023
PPrivate Contacts11/19/2021
QUpdatedQuicken/QuickBooks Downloads 05/23/2024
ROpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
RPosting Remote Deposits (RDC) to CU*BASE07/24/2023
RRemote Deposit Capture (RDC)01/16/2024
SMember Elected Loan Skip-a-Payment07/14/2023
SMember Selected Printed Statement Styles11/24/2021
SSee/Jump Controls06/27/2023
SUpdatedSelling Products Online06/10/2024
SSplash Page Manager
For our Self Processing Credit Union Partners
12/03/2021
TMobile Text Banking05/03/2024
Updated
April 3, 2024

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 24.05 Release of CU*BASE was implemented on May 5th.  Be sure to review database changes before running queries for this month.  Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »

Jun 7, 2024

May Owner’s View Monthly Recap

May Owner’s View Monthly Recap

Check out recent programming changes in the May 2024 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 Recap… Read more »

Jun 4, 2024

Check Out the Release Resource Companion for the 24.05 CU*BASE Release

Check Out the Release Resource Companion for the 24.05 CU*BASE Release

The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the Release Resource Companion for CU*BASE 24.05 – inside you will find several updated booklets related to the 24.05 Release including: Automated Non-Returns CU*Forms Interest Payment Only… Read more »

May 24, 2024

April Owner’s View Monthly Recap

April Owner’s View Monthly Recap

Check out recent programming changes in the April 2024 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 Recap… Read more »

May 2, 2024

Don’t Forget: CU*BASE Release 24.05 is Arriving Soon!

Don’t Forget: CU*BASE Release 24.05 is Arriving Soon!

CU*BASE Release 24.05 Online, Self-Processor, and Site-Four Release Date is May 5 Documents 24.05 Release Summary 24.05 New and Updated Tool Summary 24.05 Database Changes Summary Training Attend a release review webinar! Thursday, May 2 @ 3:00 PM – 4:00 PM ET Click Here to Register! Beta Reports If you are interested in reviewing the… Read more »

Apr 29, 2024

March Owner’s View Monthly Recap

March Owner’s View Monthly Recap

Check out recent programming changes in the March 2024 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 Recap… Read more »

Apr 2, 2024

Sunsetting the OBC It’s Me 247 URL

Sunsetting the OBC It’s Me 247 URL

As of September 10th, 2024, we will be retiring the obc.itsme247.com URL.  For any/all websites that currently link to this URL, obc.itsme247.com should be replaced with www.itsme247.com. After September 10th, the retired URL will no longer redirect requests to Online Banking.  As such, CU*Answers will be retiring that supporting infrastructure. For details on updating to… Read more »

Mar 21, 2024