Demos & Tips

For a more in depth look at CU Online features, click on the demonstrations below.

Accounts
Learn more about the Accounts area within CU Online.  This demo includes information on Favorites, account details/history, assigning cash flow accounts, and creating transaction descriptions.

Click here.

Alerts
Find out how to set up real-time text and emails alerts if certain account conditions occur.

Click here.

Dashboard
CU Online's Dashboard feature lets you see your money and where it's going at a glance.

Click here.

Managing Your Finances
Learn more about all of the personal financial management tools available to you including creating budgets, selecting cash flow accounts, and viewing reports.

Click here.

Transfers
Find out how to make transfers between your FORUM accounts and to others' accounts. 

Click here.