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
AUpdatedAccount-to-Account (A2A) Transfers12/01/2017
AAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
10/26/2017
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 Form10/20/2017
CCheck Ordering07/17/2017
CUpdatedCommunication with Members11/15/2017
CCredit Scores in Online Banking10/20/2017
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
10/26/2017
EE-Alerts03/17/2017
EUpdatedGetting Started with E-Statements11/15/2017
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 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 Guide11/16/2017
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 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 Risk Assessment: Product Feature Matrix05/19/2017
IIt's Me 247 Strategies for Controlling Member Access10/20/2017
IIt's My Biz 247 Business Banking03/17/2017
IIt's My Biz 247 Permissions Form03/17/2017
MMAP: Applying for a Membership Online08/10/2017
MMOP: Opening a Membership Online08/02/2017
MMobile App Banking08/31/2017
MMobile Text Banking05/19/2017
MUpdatedMobile Web Banking11/16/2017
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 Banking10/20/2017
ROpt In/Opt Out (Reg E) - Managing Your Offering06/12/2017
RUpdatedPosting Your Remote Deposits to CU*BASE11/15/2017
RReport Builder03/17/2017
SMember Selected Printed Statement Styles08/10/2017
SSee/Jump Controls03/17/2017
SSelling Products Online03/17/2017
SUpdatedSkip Pay for Consumer Loans11/16/2017
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

November CU*BASE Monthly Monitor Recap

November 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 November 2017 edition of the CU*BASE Monthly Monitor Recap! November 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 »

Dec 4, 2017

For The Record: Your Records and Information Newsletter

For The Record: Your Records and Information Newsletter

New Issue Now Available! Implementing a Records and Information Management program helps to make sure you manage your records and information to meet your business needs and comply with laws and regulation. We want to provide content to help educate, motivate and guide you in your Records and Information program development and also keep you… Read more »

Nov 30, 2017

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

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

The November 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 17.10 release enhancements, how different types of holds (check, RDC, Member in Good Standing) work together,… Read more »

Nov 29, 2017

Sunsetting the Experian AS1 Authentication Product

Sunsetting the Experian AS1 Authentication Product

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers has received official notification from Experian that as of April 1, 2018, the Authentication Service Level One product, known as AS1, will be sunset and no longer available. If you wish, Experian has committed to assisting all current AS1 users in moving to their new replacement product called… Read more »

Nov 28, 2017

CU*BASE GOLD 17.12 Coming Soon!

CU*BASE GOLD 17.12 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 17.12: Online credit unions: December 3 Site-Four partners: December 3 Self-processing credit unions: December 11-12 Release Documents 17.12 Release Summary 17.12 Database Changes 17.12 Tool Changes Reminder: GOLD Version Check… Read more »

Nov 27, 2017

Video of the Week: Accessing a Document in Your Virtual StrongBox

Video of the Week: Accessing a Document in Your Virtual StrongBox

Accessing a Document in Your Virtual StrongBox Account Need a quick way to show members how to access receipts and other documents in their Virtual StrongBox?  Refer them to this video, which has been viewed 162 times!  Increase Virtual StrongBox usage and refer members to this video today! Play Video Want to customize this video with your credit… Read more »

Nov 20, 2017

RESCHEDULED: Join Us for the November Tricks of the Trade Webinar!

RESCHEDULED: Join Us for the November Tricks of the Trade Webinar!

*The November Tricks of the Trade webinar, originally scheduled for Wednesday, November 15, has been rescheduled for Wednesday, November 29. Scheduled for Wednesday, November 29 from 3:30-4:00 PM ET, the interactive and engaging November Tricks of the Trade webinar will give you an in-depth look at documentation related to the 17.10 release enhancements, how different types of… Read more »

Nov 14, 2017

Join Us for the November Tricks of the Trade Webinar!

Join Us for the November Tricks of the Trade Webinar!

Scheduled for Wednesday, November 15 from 3:30-4:00 PM ET, the interactive and engaging November Tricks of the Trade webinar will give you an in-depth look at documentation related to the 17.10 release enhancements, how different types of holds (check, RDC, Member in Good Standing) work together, online Reg D warnings, and the Compromised Card Feature. Attending is… Read more »

Nov 8, 2017