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CU ONLINE FAQ

CU ONLINE FAQ


My Accounts

Yes and no.  At this time you can designate accounts as favorites by clicking on the yellow stars next to the account numbers.  This will move the account into the "My Favorites" section as the top of the screen.
Yes, you can collapse accounts by clicking on the down arrow in the blue account bar.  This will hide the account info and may also shorten your "My Accounts" screen.  You can also un-collapse the accounts at any time.


Budget

No, you can change this by going to the top right corner where it states "Welcome, Your Name." A drop down menu will appear and you will want to select "Settings."  Under the "User Settings" section the second to last option states "Changing Landing Page."  Click on this and select "My Accounts."  You will be directed to the "My Accounts page first then next time you log in.
Yes and no.  The system can auto categorize purchases made on your debit card.  However the system will not auto categorize deposits, transfers, cash withdrawals, checks, ACH transactions, etc.  
At this time the budget cannot remember. We are looking into that functionality as a future enhancement.
You can do this in the history section by clicking on the transaction and choosing the appropriate category.
At this time customizing categories is not an option.  We are looking into that functionality as a future enhancement.
No, the budget is based on only FORUM accounts.


Account History

You can see two years plus the current month.
Each check transaction will show a check icon in the bottom right corner.  You can view the image by clicking the transaction and then click on the icon.
You can do this by going to the "Other" drop down menu on the bottom right and selecting "Show Only Checks."  This will bring up all checks for the date range selected.
Yes, you can print history from the "Account History Page." There is a "Print History" link in the top right corner of the transactions.  This will print all transactions in the date range selected.


Alerts

Alerts are real time.  For example: if you set up an alert for all withdrawals, you will receive the alert immediately following the withdrawal hitting your account.
FORUM offers the following alerts: Balance Summary, Transaction Summary, NSF Overdraft Activity, Balance Falls Below Limit, Balance Exceeds Limits, Withdrawal Exceeds Limit, Deposit Exceeds Limit, Debit Card Pre-Auth Exceeds Limit, Loan Payment Date, Past Due Loan, CD Maturity Date, and Hold Summary.  


Loan Information

You can see the details of your loan by going to the "My Accounts" screen and clicking on the "Detail" link in the loan account box. Details will display not only your CU Online customization of the account but also the loan rate, daily interest, Paid YTD, and "Today Only" payoff amount.


Stop Payment

Yes, you can do this by hovering over the "Accounts" tab.  "Stop Payment" is the last option listed.


User Settings

In order to access your settings within CU Online, hover around over your name in the top right screen (Welcome, Your Name). This will produce a drop down menu with "Settings" as your second option.  

Access your settings. There you will see your current email address.  Click the blue link to "Change Email Address."
Access your settings. Click the blue link to "Change Mobile Number."
Access your settings. Click the blue link to "Change Password."
Access your settings.  From there you will see an “Account Settings” section it will have your current address and phone numbers as we have them on file.  You will want to click the blue “Change Account Details" link.
Access your settings and scroll down to Account Settings.  Click the blue “Change e-Statement Subscription” link. You will then want to select “Yes” or “No” for e-Statements.  You can also then select which of your accounts you want these changes to affect by clicking the check mark boxes next to the account numbers.
Access your settings.  Select the blue link to “Change Username.”




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FORUM Credit Union in Indianapolis, Indiana is federally insured by the NCUAFORUM Credit Union in Indianapolis, Indiana is an Equal Housing Opportunity lender
Federally Insured by NCUA