Online Banking Upgrade l June 2011

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1 SUFFOLK Federal Credit Union Better Banking for Everyone Suffolk Federal Credit Union Online Banking Upgrade l June 2011

2 u u History Preferences Statistics Interest/Dividends YTD estatements Show/Hide Accounts Account Nickname Color Settings Account Setup Bill Pay History Member Info Download (13) Check Stop Pay Calendar A2A Transfer Scheduled Payments Messages Secure Login Download Check Re-order View Credit Card Account Scheduled Transfer Payee List Account Alerts Check Status History Transfer Options Security Settings Check History Balances Logout Help Just Ask Key to Navigation Changes 1. Moved under Transfers 2. Moved under Transfers 3. Moved under Transfers 4. Combined Under Check Stop Pay 5. Option no longer available 6. Moved under Security Settings 7. Changed to Messages 8. Moved under Accounts 9. Moved to Member Info page 10. Changed to Statistics 11. Moved under Options/Security Settings 12. Moved to it s own Help section on subhead menu 13. Also under Advanced History 14. Changed to Check Stop Pay 15. Combined Under Check Stop Pay o New Section Added Financial Management Check Services Accounts Bill Pay Help (12) Download Transfer User Color Settings estatement New SFCU Online Banking Navigation Authentication Questions (11 Secure Messaging (7 Interest/Dividends YTD Account Setup Member Info Internet Banking Statistics (10) Stop Pymnt by Range (15) Transfer (1) Bill Pay History Session Timeout Bank to CU Transfer (4) Place Stop Payment (14) Calendar Scheduled Payments Account Nicknames Privacy Note (9) Check Re-order View Credit Card Account FastPay Bills (5) Change Pin (6) Sched. Transfer History (3) Check Status History Payees Options Account Alerts (8) Check History Balances Bill Pay Scheduled Transfer (2) Check Services Accounts Old SFCU Online Banking Navigation

3 Suffolk Federal Credit Union s New Online Banking System I-frame (SFCU s current window to Online Banking) Login will function the same, skipping the first page of new MFA process when logging in through the i-frame window. Multi-factor Authentication (MFA) Enter your member number, random security code, answer your Multi-factor Authentication questions, and submit PIN. Logging In Accounts Tab Log-in will default to your Balance page (you can set a custom start page in your Member Info section). - New credit union messages both received and sent are now available on top left of the Online Banking window. - A Time Session Refresh button is now available. - The system displays all of your accounts, grouped by account type. - For each account both current and available balances for deposits, available credit, and current balance for loans are listed including running totals of assets and liabilities. -Click each account s title to obtain detailed information about the account. Advanced History Place a check mark beside Check Register to use. Sort a history search according to debits, credits, or all transactions.

4 Check Register Now available to reconcile your checkbook online: Allows sorting of information using key words. (words found in transaction descriptions) Shows Checked Amt, Unchecked Amt, Total Amount, Beginning Balance, Ending Balance and Difference. You can make manual entries which serve as placeholders that can be used to balance your account. Helper Window Contains the tracking totals in a floating window. This allows you to keep track of your totals as you page down the Check Register without having to scroll back up to the top of the page. Calendar Account history as well as future events (bill-pay, scheduled transfers, and reminders) can be viewed. Daily transaction details are available under each calendar day. Today s date will hold an available balance summary for ALL viewable accounts. - you have the flexibility to add all or just a few of your accounts to the view Search function can help in finding (within the 60-day history window) specific balances, transaction amounts, cleared check numbers, account names, bill-pay payees, or reminder text.

5 Personal Financial Management Tool A new feature which can help you better keep control of your budget. Available now are the following: Balance Sheet to view your assets and liabilities. Calendar - Click on a specific date on the calendar to view all activities for all accounts on that day Budget Graphs - View transactions by category - Set up payroll/expense categories and compare your expenditures against your budget - Track history of your categories over monthly periods Settings allows you set up payroll and expense categories to compare your expenses against your budget. - Settings allows you to set up the types of information that data is pulled from - Priority: The lower the number, the higher the priority on list of subcategories. - Category: Name you create for a transaction type. (common choices include bill pay, ATM, cash) - Click the + button to add new subcategory to category. - Transaction Description: Add text to match up in transaction: If this text is available in a line item under Internet banking, then a match occurs and the amount is charted under Financial Management. - Transaction Type: Withdrawal, deposit or either. - Monthly Budget Amount: Compares actual transactions to budgeted amount. - Subcategories can be added under a category (multiple credit cards, etc.) Budget Graphs View categories created under Budget Categories. - Blue bar: budgeted amount (displays as a positive if a deposit and shows as a negative if a withdrawal). - Green bar: actual amount when under budget. - Red bar: actual amount when over budget. - Net total: Difference between budget and actual. - The + or on top right of category allows you to minimize or maximize. Account Alerts The Account Alerts starting page summarizes all Alerts and Reminders that you currently have set up. Alerts are now grouped as Current Alerts, Event Alerts, and Reminders. Select edit: enhanced functionality allows any preset amount of occurrence(s) as well as once or indefinite. All the same delivery methods available. Mobile messaging is available (without the need to know carrier gateway numbers drop-down list is provided). New block alerts schedule option available.

6 Download To download the account history for any of your selected accounts. - use this feature for transferring account information to personal finance software such as Microsoft Money or Quicken, or to build spreadsheets or databases of your transactions. Year to Date View the interest earned or paid-on-account in the current year-to-date and in the most recent full calendar year. - the results include year-to-date interest, previous year-to-date interest, and dividend for this year if applicable. Check Services Check History, Check Status, Check Re-order and Check Stop Pay all function similarly. - the only change is that Check Stop by Range has been combined under Check Stop Pay Transfers Transfers, Scheduled Transfer History, and Bank to Credit Union Transfers have been moved from under Accounts to their own Transfer drop-down section, and all function similarly to the current Online Banking platform. - Scheduled Transfer History moved within Scheduled Transfers Bill Pay Payee List, Scheduled Payments, Bill Pay History and Account Setup all function similarly. - default opens to Payee List (which now includes a summary of scheduled payments below each payee) Options Secure Messaging Organized within New, Inbox, Sent, Drafts, and Archive tabs. - Upon login you see a notice of any pending replies from the credit union Member Info Similar content as current platform. - you can select to hide any or all of your information Account Nicknames Similar content as current platform. Show/Hide Accounts New section that allows you to hide accounts which is applied throughout the navigation. Security Settings C ombines Authentication Questions and Change Pin. Secure Login Download New feature that allows you to set up an icon on your computer to use so you can go directly to the Internet Banking login. - click on the icon on your computer, and you will be taken to the PIN screen of Internet Banking - promotes ease of logging in as you don t have to type in the Internet Banking website address or enter in challenge questions

7 Color Settings Similar content and functionality to current platform. History Preferences New section that allows you to view History grouped by debits and credits, or view history grouped in date sequence with running totals. Statistics Similar content and functionality as current platform. Just Ask Just Ask is a search engine designed to help you find items faster. - Search Commands (you can search through the Just Ask box as seen below) To complete a search, follow these steps: - Click on the arrow to the right of the box to enlarge the box - Type in the command for the search you would like to attempt - Finally, click on the arrow to commence the search The following keyword searches are available for account holders. - Balance: Displays balances available. - Balance sheet: Displays all of the balance sheets. - Bill pay: Displays list of scheduled payments and payment preferences. - Chart: Type Chart balance or Chart history to view the appropriate charts. - Change: Displays screens to change data, such as Change PIN. - Edit: Displays screens to edit data, such as Edit PIN (similar to the change command). - History: Displays history for all accounts and search options. - Help: Displays commands to view the help sections for both Just Ask and Internet Banking. - Mfa (or questions): Displays multi-factor authentication challenge questions for viewing/editing. - Password (or PIN): Directs to the change password screen. - Pay: Directs to bill payment screens, such as Pay utility company. - Payee: Directs to the list of bill pay payees. - Show: Displays data. For example, Show balance displays summary of checking, savings, and loan balances. Show history displays last 30 days of history. - Spend: Directs to checking transactions. - tell: Displays data. For example, Tell Balance displays summary of checking, savings, and loan balances. Tell History displays last 30 days of history (much like the Show command). - Transfer: Displays screen to initiate a transfer. - Update: Displays appropriate screens to make changes.

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