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New Digital Banking Features and Tools

GET TO KNOW YOUR NEW DIGITAL BANKING EXPERIENCE!

If the year of 2020 has given light to anything, it’s how important it is to manage your health – both physical and financial - and to conveniently manage your finances anytime, anywhere. If you want to pay accounts, make transfers, deposit cheques, monitor your financial health and so much more, online banking is for you.

 

With an entirely new look and feel, under the Connect First Credit Union name, our new digital banking experience is packed with exciting features and tools to put you in control of your money from the comfort of your home, or on the move, with everything you need at your fingertips.

?Did You Know

Learn about some of our digital banking options for a quick and easy way to help you understand what you can do digitally at Connect First Credit Union. We'll help you get started.

 

Tell Me More

WHat Features does it offer?

 Enhanced Security: Alerts, two-step authentication and more

 More ways to get help: Talk to us easily through messaging.

 

 Authentication: Login using your card number, username, facial recogonition or touch ID

 Personalization: Everything from quick balance view on your mobile app, selecting your main (default) account and setting up favourite transactions to monitoring your financial health and more.

 

 

 

Transaction & Payment Features:

Business Specific Features:

Interac e-Transfers

Make corporate tax payments

Inter-member transfers

No maximum number of delegates

Mobile cheque deposit (mobile app)

All signers can add, view, edit and delete delegates

Pay bills, loans and taxes

Signers can create a username for each delegate*

Set up recurring bill payments

Consolidate your personal and business accounts

 

 

PERSONALIZING YOUR DIGITAL BANKING EXPERIENCE

  • Using a Mobile App:

    1. Click on the menu button in the top left corner (three stacked lines)

    2. Select Settings and click on Profile Picture

    3. Here you can either select options for both your Profile Picture and / or your Background Picture.

    4. Options include Take a Picture, Add a Photo from your device or Reset the image to default.

    5. Once you have the image you’d like to use, adjust the frame and click on Save

     

    Using a desktop:

    1. Click on the My Dashboard on the bar in the top left

    2. Go to Settings and click on Profile Picture

    3. Add a Photo from your device or Reset the image to default.

    5. Once you have the image you’d like to use, adjust the frame and click on Save

     

    backgroundimage_mobileapp.jpg

  • Using a Mobile App:

    1. Click on the menu button in the top left corner (three stacked lines)
    2. Select Settings and click on Profile Picture
    3. Here you can either select options for both your Profile Picture and / or your Background Picture.
    4. Options include Take a Picture, Add a Photo from your device or Reset the image to default.
    5. Once you have the image you’d like to use, adjust the frame and click on Save

     

    Using a Desktop:

    1. Click on the My Dashboard on the bar in the top left
    2. Go to Settings and click on Profile Picture
    3. Add a Photo from your device or Reset the image to default.
    4. Once you have the image you’d like to use, adjust the frame and click on Save
  • Using a Mobile App:

    1. Click on Accounts on the bar in the top left and click on Customize Accounts
    2. Decide which account you’d like to rename and click on the pencil button next to the name
    3. Update the name and click on the green tick to save

     

    Using a desktop:

    1. Click on Accounts on the bar in the top left and click on Customize Accounts
    2. Decide which account you’d like to rename and click on the pencil button next to the name
    3. Update the name and click on Update
    4. Click Save
  • Favorites can be added to customize which accounts are displayed and in what order. You must be on a desktop to change the order of your accounts.

     

    Using a desktop:

    1. Click on Accounts on the bar in the top left and click on Customize Accounts
    2. To change the display order of the accounts, click and hold the Order symbol next to the account whose position you’d like to move. Drag it to where you would like to see it
    3. To hide or unhide accounts from the selection list, click on the toggle under the Visible column. If it is green, the account is visible. If it is grey, it will not be visible when you view your accounts under Accounts > View Accounts or on your dashboard.
    4. Click on Save to keep any changes

    Chnageorder_screenshot.PNG

    1. Click on the menu button in the top left corner (three stacked lines)
    2. Select Settings and click on Widgets
    3. Here you can add favourite transactions if you have any by clicking on the Plus button and selecting up to four favourite transactions
    4. You can also add a widget to view your account balance in the app sign in screen by clicking on the plus button next to Add Account.
    5. Give your widget a name, select the account you’d like to be shown and where the balance will be visible (Sign in Screen, Home Screen or both).
    6. You can also select which Balance you’d like to display (Account balance or Percentage to a goal)
    7. Make sure to Select Add to Widget to save it

    favouritewidget_screenshot.PNG

    1. Click on the menu button in the top left corner (three stacked lines)
    2. Select Settings and click on Widgets
    3. Turn Account balances on
    4. Add up to three accounts for quick view. Make sure to Select Add to Widget to save it

    You can also personalize how they display, choosing the balance, or the percentage of a goal that you can set.

    quickbalance_screenshot.PNG

    1. Click on the menu button in the top left corner (three stacked lines)
    2. Select Settings and click on Widgets
    3. Under Account balances, click on the plus button next to add an account
    4. Give your widget a name, select the account and visibility
    5. On balance display, select Percentage to Goal and input your goal amount
    6. Click on Add to Widget

    savingsgoal_widget.PNG

  • Our new digital banking platform allows you to set up frequent transactions, such as transfers and bill payments, as favourites for quicker processing. View the guide.

     

    Once set as favorite, simply select the transaction from the favorites menu, verify the details and process.


    Using a Mobile App:

    1. Once you have completed a transfer and have the Transfer successfully completed notification page, click on the Add Favourite.
    2. Give your favourite transaction a name and Confirm
    3. Click on the menu button in the top left corner (three stacked lines)
    4. Select Settings and click on Widgets
    5. Select Add Favourites and select the accounts you’d like to add to your dashboard

     

    Using a desktop:

    1. Click on the My Dashboard on the bar in the top left
    2. Go to Accounts > Favourite Transactions

    favouritetransaction_screenshot.PNG

  • You can set up account alerts and security alerts to get notified by text or email of key activities on your account. Account alerts allow you to monitor specific accounts so you can track activities like deposits or withdrawals over a set amount, account balances, insufficient funds and failed transactions.

     

    Security alerts inform you of any changes to your profile, including a password change or a login attempt. View the Guide.

     

    • Transaction Alerts can be selected for a deposit over a set amount and withdrawals over a set amount.
    • Insufficient Funds Alerts can be set up for Scheduled transfers or bill payments, Failed Transaction Type, Scheduled Transfers and Scheduled Bill Payments

     

    Using a Mobile App:

    1. Click on the menu button in the top left corner (three stacked lines)
    2. Select Settings and click on Alerts
    3. Select Account or Security
    4. Select the account you want to set up alerts for
    5. Click on the alert type you want to set and touch the button for more options
    6. Put in the amount and click Save to set up the alert

     

    Using a desktop:

    1. Click on the My Dashboard on the bar in the top left
    2. Go to Alerts
    3. Select Account or Security
    4. Select the account you want to set up alerts for
    5. Click on the alert type you want to set
    6. Put in the amount and click Save at the bottom to set up the alert
  • Depending on your device, this feature will be available on your mobile app.

    1. Click on the menu button in the top left corner (three stacked lines)
    2. Select Settings and click on Biometric authentication
    3. Select Fingerprint or Facial Recognition and click on Activate Fingerprint / Facial Recogintion
    4. Follow the steps to capture your fingerprint or set up facial recognition
  • Using a Mobile App:

    1. Click on the menu button in the top left corner (three stacked lines)
    2. Select Settings and click on Contact Details
    3. Update where applicable, tick the box to consent and click continue

     

    Using a desktop:

    1. Click on the My Dashboard on the bar in the top left
    2. Select Settings and click on Contact Details
    3. Update where applicable, tick the box to consent and click continue
  • If you have online banking with us, you can connect directly through secure messaging either on the app or on desktop. When you log on, look for the envelope icon – click on it to send us a message.


    Using a Mobile App:

    1. Click on the Envelope in the top right next to your name
    2. Click on New Message, put in the Type of inquiry, subject and your message and click Send

     

    Using a desktop:

    1. Click on the My Dashboard on the bar in the top left
    2. Click on Messages
    3. Here you can Click on New Message, put in the Type of inquirysubject and your message and click Send

    securemessaging_screenshot.png

ON YOUR COMPUTER OR IPAD?

While some mobile app features may not be available, you can still enjoy many of the new features, including enhanced security, favourite transactions, profile picture personalization, talk to us messaging, customizing account names, default account and more.

 

ACCESS ONLINE BANKING

 

If you have any questions or need help with the new system.

 

CONTACT US