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 Guide05/25/2022
AA2A Features Overview Brochure05/25/2022
AAsterisk Intelligence: Data Warehouses03/29/2019
AAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
11/29/2021
AAutomated Funds Transfer (AFT) & Check Funds Transfer (CFT)05/13/2022
AUpdatedAvailable ACH Transaction Options with CU*Answers01/17/2023
BBiz Watch for ACH12/12/2022
BBizLink247 Business Online Banking Guide12/12/2022
BBizLink247 User Permissions Form11/15/2022
BBump Rate Certificates01/04/2022
BOnline Ballots10/29/2021
CUpdatedCD and Share Secured Loans01/17/2023
CCU*TALK and It's Me 247 New Client Setup Form07/23/2021
CCard Controls User Guide08/22/2018
CCheck Ordering11/29/2022
CUpdatedCommunication 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!
11/29/2021
EE-Alerts12/21/2022
EUpdatedGetting 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 Guide08/24/2020
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 Introductory Brochure03/17/2017
IIt's Me 247 Investment Center User Guide11/19/2021
IIt's Me 247 P2P User Guide 12/27/2021
IUpdatedIt's Me 247 Strategies for Controlling Member Access01/17/2023
MMACO: Multi-Authentication Convenience Options 08/06/2018
MMAP: Applying for a Membership Online08/10/2017
MMOP: Demystifying Compliance and Risk Management06/30/2021
MMOP: Opening a Membership Online06/30/2021
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 Offers11/28/2022
OOpt In/Opt Out (Reg E) - Managing Your Offering11/08/2021
PPIB Rollout Strategies12/09/2021
PPIB: Configuration/User Guide12/29/2021
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
SUpdatedSee/Jump Controls01/17/2023
SSelling Products Online12/12/2022
SSplash Page Manager
For our Self Processing Credit Union Partners
11/30/2021
TMobile Text Banking09/29/2022
Updated
July 6, 2022

Don’t Forget – We Will be Sunsetting the End of Month Checklist Service at the End of January

Don’t Forget – We Will be Sunsetting the End of Month Checklist Service at the End of January

As a reminder, the CU*Answers Client Services and Education team will be sunsetting the End of Month Checklist service, with January 2023 planned as the final month for this service.  Moving forward, we will be delivering End of Month information exclusively through Client News. Credit union staff who regularly receive emails relating to the End… Read more »

Jan 6, 2023

December Owner’s View Monthly Recap

December 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 December 2022 edition of the Owner’s View Monthly Recap! December 2022 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 »

Jan 4, 2023

Check Out the Release Resource Companion for the 22.10 and 22.12 CU*BASE Releases

Check Out the Release Resource Companion for the 22.10 and 22.12 CU*BASE Releases

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 22.10 and CU*BASE 22.12 – inside you will find key items related to the 22.10 and 22.12 Releases including: NEW… Read more »

Dec 22, 2022

November Owner’s View Monthly Recap

November 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 November 2022 edition of the Owner’s View Monthly Recap! November 2022 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 »

Dec 16, 2022

CU*BASE Release 22.12 is Arriving Soon!

CU*BASE Release 22.12 is Arriving Soon!

CU*BASE Release 22.12 Online and Site Four Release Date is December 4 Self-Processor Release Date is December 11 Documents 22.12 Release Summary 22.12 Database Changes Summary  Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or the JWalk Client, the user will… Read more »

Dec 16, 2022

Join Us for CU*BASE 22.12 Release Training!

Join Us for CU*BASE 22.12 Release Training!

CU*BASE 22.12 is coming soon – join our upcoming release training session! The 22.12 release of CU*BASE will be arriving on December 4th for Online and Site-Four clients, and on December 11th for Self-Processing credit unions.  CU*Answers will be hosting a training session for the upcoming release. During this Release Training session, Keegan Daniel and… Read more »

Dec 16, 2022

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 22.10 Release of CU*BASE was implemented on October 9th.  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 »

Nov 8, 2022