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

May Owner’s View Monthly Recap

May 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 May 2021 edition of the Owner’s View Monthly Recap! May 2021 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

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 21.05 Release of CU*BASE was implemented on May 23rd.  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 »

Jun 7, 2021

Check Out the CU*BASE 21.05 Release Resource Companion

Check Out the CU*BASE 21.05 Release Resource Companion

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 21.05 Release Resource Companion – inside you will find key items related to the 20.11 Release including: A new overview video for Xpress Teller. New… Read more »

May 28, 2021

Sunsetting Support for Internet Explorer 11

Sunsetting Support for Internet Explorer 11

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS On August 17, 2021, CU*Answers will be sunsetting support for Internet Explorer 11 across all of our products and websites.  This sunset will include support for online banking products as well as other browser applications and websites, including our online campus and AnswerBook.  This is the same date that… Read more »

May 20, 2021

April Owner’s View Monthly Recap

April 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 April 2021 edition of the Owner’s View Monthly Recap! April 2021 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