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

  • Check out the marketing materials available for It’s Me 247 and other related products.
  • Do you have a website just for your mobile users? CU*Answers Web Services can help you launch a mobile-ready website.
  • Need help advertising your mobile web branch? Learn more on the Marketing Solutions page.

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 Transfers and "It's Me 247" Online Banking
Introductory Brochure
06/28/2019
AACH Pending Deposits Balancing07/10/2020
AAccount-to-Account (A2A) Transfers User Guide08/11/2020
AAsterisk Intelligence: Data Warehouses03/29/2019
AAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
07/01/2020
AAutomated Funds Transfer/Check Funds Transfer08/06/2018
BBump Rate Certificates03/17/2017
BOnline Ballots12/17/2019
CCU*TALK and It's Me 247 New Client Setup Form10/20/2017
CCard Controls User Guide08/22/2018
CCheck Ordering10/18/2019
CCommunication with Members01/14/2020
CCredit Scores in Online Banking 11/23/2018
DAsterisk Intelligence: Data Warehouses03/29/2019
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
07/01/2020
EE-Alerts10/18/2019
EGetting Started with E-Statements11/15/2017
EWrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
FFlex Loans07/16/2020
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 Guide07/15/2020
IIt's Me 247 Bill Pay (Payveris) Product Overview and User Guide08/24/2020
IIt's Me 247 Bill Pay (iPay) Product Overview and User Guide08/24/2020
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 Form03/01/2019
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 Guide04/24/2020
IIt's Me 247 P2P User Guide 11/08/2019
IIt's Me 247 Strategies for Controlling Member Access02/03/2020
IIt's My Biz 247 Business Banking08/13/2020
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: Demystifying Compliance and Risk Management08/31/2020
MMOP: Opening a Membership Online02/03/2020
MUpdatedMobile App Banking with Remote Deposit Capture (RDC)10/14/2020
MMobile App Card Controls 11/22/2019
MMobile Text Banking05/03/2019
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)
O1Click Offers07/16/2020
OOpt In/Opt Out (Reg E) - Managing Your Offering08/08/2019
PPIB Rollout Strategies03/17/2017
PPIB: Configuration/User Guide05/14/2019
PPrivate Contacts04/24/2020
PPromise Deposits: Electronic Check Deposits via It's Me 247 Online Banking08/06/2018
ROpt In/Opt Out (Reg E) - Managing Your Offering08/08/2019
RPosting Remote Deposit Capture (RDC) Checks to CU*BASE02/03/2020
SMember Selected Printed Statement Styles05/03/2019
SSee/Jump Controls03/09/2018
SSelling Products Online03/17/2017
SSkip Pay for Consumer Loans03/26/2020
SSmart Messages11/16/2018
SSplash Page Manager
For our Self Processing Credit Union Partners
01/18/2013
Updated
July 22, 2019

CU*BASE GOLD 20.11 Coming Soon!

CU*BASE GOLD 20.11 Coming Soon!

Another CU*BASE Release Is Coming!  Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 20.11: Online credit unions: November 8 Site-Four partners: November 8 Self-processing credit unions: November 15 Release Documents 20.11 Release Summary 20.11 Tool Changes 20.11 Database Changes Release Training General Release Training This training will provide an… Read more »

Oct 20, 2020

September Owner’s View Monthly Recap

September 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 September 2020 edition of the Owner’s View Monthly Recap! September 2020 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 »

Oct 6, 2020

August Owner’s View Monthly Recap

August 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 August 2020 edition of the Owner’s View Monthly Recap! August 2020 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 »

Sep 2, 2020

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 20.07 Release of CU*BASE was implemented on July 12th.  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 »

Aug 7, 2020

July Owner’s View Monthly Recap

July 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 July 2020 edition of the Owner’s View Monthly Recap! July 2020 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 »

Aug 4, 2020

Check Out the CU*BASE 20.07 Release Resource Companion

Check Out the CU*BASE 20.07 Release Resource Companion

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 20.07 Release Resource Companion – inside you will find key items related to the 20.07 Release including: New videos for 1Click Offers and Flex Loans… Read more »

Jul 17, 2020