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
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!
07/13/2018
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 Ordering07/13/2018
CCommunication with Members11/15/2017
DAsterisk Intelligence: Data Warehouses05/01/2018
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
07/13/2018
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
IUpdatedIt'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
RReport Builder03/17/2017
SMember Selected Printed Statement Styles04/10/2018
SSee/Jump Controls03/09/2018
SSelling Products Online03/17/2017
SSkip Pay for Consumer Loans01/12/2018
SSmart Messages06/23/2017
SSplash Page Manager for Self Processors03/17/2017
THow To Install Epson Thermal Printers (TM-T88IV USB)03/17/2017
TUsing TCDs: Quick Reference03/17/2017
YYear End Processing Guide Supplement - 1042-S Tax Forms03/17/2017
Updated
April 28, 2017

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

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

The September 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 related to the Asterisk Intelligence team and its members, the services that they offer, information about Analytics Booth, and more. Don’t have… Read more »

Sep 12, 2018

Join Us for the September Tricks of the Trade Webinar!

Join Us for the September Tricks of the Trade Webinar!

Scheduled for Wednesday, September 12 from 3:30-4:00 PM ET, the interactive and engaging September Tricks of the Trade webinar will give you an in-depth look at documentation related to the Asterisk Intelligence team and its members, the services that they offer, information about Analytics Booth, and more. Attending is easy! No registration is required for this drop-in… Read more »

Sep 5, 2018

August CU*BASE Monthly Monitor Recap

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

Sep 4, 2018

The Online Banking 18.08 Release is Coming Soon!

The Online Banking 18.08 Release is Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS On August 29 you will receive It’s Me 247 Online Banking 18.08. Release Documents Online Banking 18.08 Release Summary Online Banking Release It’s Me 247 Online Banking version 18.08 will be implemented on Wednesday, August 29.  This release includes an updated Login History page that allows members to better monitor… Read more »

Aug 22, 2018

July CU*BASE Monthly Monitor Recap

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

Aug 2, 2018

The Online Banking 18.07 Release is Coming Soon!

The Online Banking 18.07 Release is Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS On July 25 you will receive It’s Me 247 Online Banking 18.07. Release Documents Online Banking 18.07 Release Summary Online Banking 18.07: Login Messaging and Password Reset Online Banking Release It’s Me 247 Online Banking version 18.07 will be implemented on Wednesday, July 25.  This release includes a new password… Read more »

Jul 18, 2018

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

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

The July 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 related to the 18.07 Release of CU*BASE, the 18.07 Online Banking Release, and related features. Don’t have time to attend? Send one of… Read more »

Jul 18, 2018