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.

 

Jump To:
ABCDEFGHIJKLMNOPQRSTUVWXYZ
Letter Updated Title Publication Date
AAccount-to-Account (A2A) Transfers08/31/2017
AAutomated Funds Transfer/Check Funds Transfer08/31/2017
BBump Rate Certificates03/17/2017
BOnline Ballots08/21/2017
CCU*TALK and It's Me 247 New Client Setup Form03/17/2017
CCheck Ordering07/17/2017
CCommunication with Members03/17/2017
CCredit Scores in Online Banking03/17/2017
EE-Alerts03/17/2017
EGetting Started with E-Statements03/17/2017
EWrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
EeSignatures (CU*Spy)03/17/2017
ICU*TALK and It's Me 247 New Client Setup Form03/17/2017
IIt's Me 247 Bill Pay (Fiserv Builder) Product Overview and User Guide03/17/2017
IIt's Me 247 Bill Pay (iPay) Product Overview and User Guide03/17/2017
IIt's Me 247 Configuration Change Request Form03/17/2017
IIt's Me 247 Features List and Overview05/19/2017
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 Strategies for Controlling Member Access08/21/2017
IIt's My Biz 247 Business Banking03/17/2017
IIt's My Biz 247 Permissions Form03/17/2017
IIt’s Me 247 Bill Pay (Payveris) Product Overview and User Guide08/17/2017
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 Risk Assessment: Product Feature Matrix05/19/2017
MMAP: Applying for a Membership Online08/10/2017
MMOP: Opening a Membership Online08/02/2017
MMain Street Check Ordering03/24/2017
MMobile App Banking08/31/2017
MMobile Text Banking05/19/2017
MMobile Web Banking05/19/2017
MMobile Web Banking Rollout Flyer03/17/2017
MMoney Desktop Brochure03/17/2017
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 Banking03/17/2017
ROpt In/Opt Out (Reg E) - Managing Your Offering06/12/2017
RPosting Your Remote Deposits to CU*BASE03/17/2017
RReport Builder03/17/2017
SMember Selected Printed Statement Styles08/10/2017
SSee/Jump Controls03/17/2017
SSelling Products Online03/17/2017
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

Reminder: CU*BASE GOLD 17.10 Coming Soon!

Reminder: CU*BASE GOLD 17.10 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Don’t Forget!  Next week, you will receive CU*BASE GOLD Version 17.10: Online credit unions: October 22 Site-Four partners: October 22 Self-processing credit unions: November 13-14 Release Documents 17.10 Release Summary 17.10 Database Changes 17.10 Tool Changes File Maintenance Inquiry Enhancement (Addendum) Attention auditors: The File Maintenance Inquiry (Tool #159)… Read more »

Oct 18, 2017

CU*BASE GOLD 17.10 Coming Soon!

CU*BASE GOLD 17.10 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 17.10: Online credit unions: October 22 Site-Four partners: October 22 Self-processing credit unions: November 13-14 Release Documents 17.10 Release Summary 17.10 Database Changes 17.10 Tool Changes Release Training General Release… Read more »

Oct 4, 2017

September CU*BASE Monthly Monitor Recap

September 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 September 2017 edition of the CU*BASE Monthly Monitor Recap! September 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… Read more »

Oct 2, 2017

5300 Call Report: 3rd Quarter Update

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 3rd Quarter Update As you should already be aware, the NCUA made numerous changes to reporting real estate and business/commercial loans on the 5300 Call Report this quarter.  Over 300 Account Codes are impacted.  The changes are due to amended rules for defining member business loans… Read more »

Sep 26, 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 transitioning checking accounts between Dividend Applications, automating your Check Ordering process, Online Ballots for elections, and Patronage Dividends. Don’t have time… Read more »

Sep 20, 2017

Join Us for the September Tricks of the Trade Webinar!

Join Us for the September Tricks of the Trade Webinar!

Scheduled for Wednesday, September 20 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 transitioning checking accounts between Dividend Applications, automating your Check Ordering process, Online Ballots for elections, and Patronage Dividends. Attending is easy! No registration is required for this drop-in webinar. Simply… Read more »

Sep 13, 2017

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 2017 edition of the CU*BASE Monthly Monitor Recap! August 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… Read more »

Sep 5, 2017