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:
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Letter Updated Title Publication Date Pages
A Account-to-Account (A2A) Transfers11/18/201657
A Automated Funds Transfer/Check Funds Transfer11/18/201633
B Online Ballots08/31/201525
C Bump Certificates11/18/201616
C Communication with Members12/16/20169
C Credit Scores in Online Banking07/20/201514
C CU*TALK and It's Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY.
04/28/20155
E E-Alerts11/18/201621
E EasyPay Materials are now It's Me 247 Bill Pay Materials
Refer to 'I' for 'It's Me 247' Bill Pay materials
Not Available
E eSignatures (CU*Spy)07/14/201645
E Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
12/16/201627
E Wrong Email Addresses - Automated Management of Wrong Email Addresses06/27/20134
F It's Me 247 Features List and Overview10/20/201648
F Member Self Service Fees05/13/201616
I CU*TALK and It's Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY.
04/28/20155
I It's Me 247 Bill Pay (Fiserv) (Builder) Product Overview and User Guide10/20/201621
I It's Me 247 Bill Pay (iPay) Product Overview and User Guide11/18/201643
I It's Me 247 Color Introductory Brochure07/14/201620
I It's Me 247 Configuration Change Request Form
This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
09/21/20163
I It's Me 247 Features List and Overview10/20/201648
I It's Me 247 Indemnification Agreement01/28/20101
IUpdated  It's Me 247 Investment Center User Guide02/07/20178
I It's Me 247 Strategies for Controlling Member Access05/13/201661
IUpdated  It's Me 247 Strategies for Controlling Member Access02/07/201762
I It's My Biz 247 Business Banking04/16/201570
I It's My Biz 247 Permissions Form04/16/20153
IUpdated  It’s Me 247 Bill Pay (Payveris) Product Overview and User Guide01/27/2017103
I It’s Me 247 Bill Pay Feature Comparison 10/16/20154
I It’s Me 247 Bill Pay powered by Fiserv brochure05/16/20154
I It’s Me 247 Bill Pay powered by iPay brochure10/16/20154
I It’s Me 247 Risk Assessment: Product Feature Matrix10/20/201622
L Leaving Special Messages for Online Banking and Audio Response
(Including Personalized PC Banking Messages)
02/03/201411
M Create Shortcut (Bookmark) to Mobile Web Banking
Refer to Web Services Announcement and Flyer (For Members)
Not Available
M Main Street Check Ordering12/16/20164
M MLA Workflow and Procedures11/11/20166
M Mobile Text Banking10/20/201637
MUpdated  Mobile Web Banking02/07/201753
M Mobile Web Banking Rollout Flyer03/15/20101
M Money Desktop Brochure08/16/20164
M Mortgage Products: 360-Day Interest Calculation02/03/201455
M My Virtual StrongBox Activation Agreement
Refer to My Virtual StrongBox page for brochure, activation agreement, case study and features list
Not Available
N Member Notices: Configuring and Printing CU-Defined Notices and e-Notices11/18/201661
O Online Banking Community (OBC) Customization Form
Refer to the Internet Retailer Support Center (IRSC) website for more details
Not Available
O Opt In/Opt Out (Reg E) - Managing Your Offering08/02/201642
O Tracking "Off Trial Balance" (OTB) Products with CU*BASE10/20/201666
P PIB: Configuration/User Guide08/17/201578
P PIB Rollout Strategies08/17/201512
P Promise Deposits - Electronic Check Deposits via It's Me 247 Online Banking05/13/201632
Q Qualified Dividends08/02/201628
Q Quicken/QuickBooks Downloads from Online Banking - Brochure/Pricing08/29/20124
Q Quicken/QuickBooks Downloads from Online Banking - Signup Form01/16/20131
R Opt In/Opt Out (Reg E) - Managing Your Offering08/02/201641
S It's Me 247 Strategies for Controlling Member Access12/10/201553
SUpdated  It's Me 247 Strategies for Controlling Member Access02/07/201762
S Member Selected Printed Statement Styles05/13/201630
S See/Jump Controls12/17/201512
S Selling Products Online05/13/201640
SUpdated  Skip Pay for Consumer Loans01/27/201744
S Smart Messaging10/20/201613
S Splash Page Manager for Self Processors01/18/20134
T Tiered Service Levels - Implementation Guide11/29/2016110
T Top Enhancements of 201401/21/20154
Updated
February 12, 2016

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

The February 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, we will be revisiting the information from our January session to give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes,… Read more »

Feb 21, 2017

Join Us for the February Tricks of the Trade Webinar!

Scheduled for Tuesday, February 21 from 3:30-4:00 PM ET, the interactive and engaging February Tricks of the Trade webinar will revisiting the information from our January session to give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes, related videos and training materials, and more! Those who were unable… Read more »

Feb 16, 2017

January 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 January 2017 edition of the CU*BASE Monthly Monitor Recap! January 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 accompanying core-software… Read more »

Feb 1, 2017

Cancelled: In Case You Missed It – Join Us for the January Tricks of the Trade Webinar!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Due to an unexpectedly large turnout for yesterday’s January Tricks of the Trade webinar, we have scheduled a second session for Friday, February 3 from 3:30-4:00 PM ET.  The interactive and engaging January Tricks of the Trade webinar will give you an in-depth look at documentation related to the… Read more »

Feb 1, 2017

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

The January 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 CU*BASE 17.03 release, the new CU*BASE navigation changes, related videos and training materials, and more! Don’t have time… Read more »

Jan 31, 2017

Don’t Forget! A 2017 Project for Your IT Team: Changes to GOLD Device IDs

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers is pleased to announce that we will be establishing a new naming method for CU*BASE GOLD IDs in 2017. What’s changing? Expanding CU*BASE device names has become necessary due to the growing number and size of credit unions in our network.  This new, 7-digit format, will include: The… Read more »

Jan 30, 2017

Join Us for the January Tricks of the Trade Webinar!

Scheduled for Tuesday, January 31 from 3:30-4:00 PM ET, the interactive and engaging January Tricks of the Trade webinar will give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes, related videos and training materials, and more! Attending is easy! No registration is required for this drop-in webinar. Simply join the… Read more »

Jan 24, 2017

A 2017 Project for Your IT Team: Changes to GOLD Device IDs

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers is pleased to announce that we will be establishing a new naming method for CU*BASE GOLD IDs in 2017. What’s changing? Expanding CU*BASE device names has become necessary due to the growing number and size of credit unions in our network.  This new, 7-digit format, will include: The… Read more »

Jan 23, 2017

Sunsetting the WCalendar and WMail Tools in CU*BASE

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS With the 17.03 Release of CU*BASE, we will be sunsetting the WCalendar and WMail Tools. As support for both WCalendar and WMail development was suspended several years ago, with this release we will now be removing them from CU*BASE menus and screens. This means that the following options will… Read more »

Jan 16, 2017