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
AAvailable ACH Transaction Options with CU*Answers11/24/2021
BBizLink247 Business Online Banking Guide02/12/2021
BBizLink247 User Permissions Form02/12/2021
BBump Rate Certificates01/04/2022
BOnline Ballots10/29/2021
CCU*TALK and It's Me 247 New Client Setup Form07/23/2021
CCard Controls User Guide08/22/2018
CUpdatedCheck Ordering07/26/2022
CCommunication with Members10/20/2021
CCredit Scores in Online Banking 11/08/2021
DAsterisk Intelligence: Data Warehouses03/29/2019
DAutomated Deposit Holds
Looking for "Electronic Deposit Holds"? This is the booklet you want!
11/29/2021
EE-Alerts10/20/2021
EGetting Started with E-Statements12/09/2021
EWrong Email Addresses - Automated Management of Wrong Email Addresses03/17/2017
FFlex Loans11/08/2021
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
IIt's Me 247 Strategies for Controlling Member Access11/19/2021
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 Banking03/02/2022
MMoney Map Flyer02/04/2022
MMyBiz Personal Business Banking03/28/2022
MView Web Services Mobile Web Banking Information
Refer to Web Services Announcement and Flyer (For Members)
O1Click Offers12/03/2021
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-Payment12/21/2021
SMember Selected Printed Statement Styles11/24/2021
SSee/Jump Controls11/19/2021
SSelling Products Online03/17/2017
SSplash Page Manager
For our Self Processing Credit Union Partners
11/30/2021
TMobile Text Banking03/02/2022
Updated
July 6, 2022

Reminder: CU*BASE GOLD 20.04 Coming Soon!

Reminder: CU*BASE GOLD 20.04 Coming Soon!

ATTENTION ONLINE CREDIT UNIONS Another CU*BASE Release Is Coming!  Mark your calendars for April 26, when you will receive CU*BASE GOLD Version 20.04: (Our Site-Four partners will receive this release on April 26 as well.) Release Documents 20.04 Release Summary Release Training General Release Training This training will provide an overview of all release enhancements…. Read more »

May 20, 2020

CU*BASE GOLD 20.04 Coming Soon!

CU*BASE GOLD 20.04 Coming Soon!

ATTENTION ONLINE CREDIT UNIONS Another CU*BASE Release Is Coming!  Mark your calendars for April 26, when you will receive CU*BASE GOLD Version 20.04: (Our Site-Four partners will receive this release on April 26 as well.) Release Documents 20.04 Release Summary Release Training General Release Training This training will provide an overview of all release enhancements…. Read more »

May 20, 2020

March Owner’s View Monthly Recap

March 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 March 2020 edition of the Owner’s View Monthly Recap! March 2020 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 »

Apr 5, 2022

Reminder: Sunsetting the Experian AS1 Authentication Product

Reminder: Sunsetting the Experian AS1 Authentication Product

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers has received official notification from Experian that as of March 31, 2020, the Authentication Service Level One product, known as AS1, will be sunset and no longer available.  (Originally, AS1 was scheduled to be sunset on October 31, 2019, as mentioned in our previous announcement.  However, the sunset… Read more »

Mar 6, 2020

February Owner’s View Monthly Recap

February 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 February 2020 edition of the Owner’s View Monthly Recap! February 2020 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 »

Apr 5, 2022