First Time Users
- Create an account:
- Enroll in Online Banking
- Need Member # and M.A.R.S. PIN
- Open and accept Terms and Conditions
- Create: Log on ID, Security Code, Security Phrase, Challenge Questions
Account Settings (top right)
- Envelope = Read System Generated Messages
- Lock = View or change Log on ID, Security Code, Challenge Questions, Security Phrase
- Wheel = View or change Preferences, Personal Information, Account Information
- X = Log off Home Banking
Overview
- Balance
- Recent history
- Quick transfer
- E-statements
- Alerts
- Scheduled transfers
Account Access
- Quick Transfer
- Transfer Funds - to your own account or another member’s
- Scheduled Transfers – list of pending transfers
- Transfer History – search transfers
- Withdrawal by check – only payable to you
Bill Pay
- Send money to company (electronically) or person (by check)
- Split expense (electronically request money from another person via email or text)
- Person to Person Payments (Popmoney)
- Send or request money electronically, via email or text, to a person or charity
- Other party is NOT required to have Popmoney installed
- Transfer money to an account at another institution - Set up transfer, then SUN CU will test to confirm viability prior to transfer
Self Service
- Alerts: Request to be notified about specific activity
- Additional Services
- E-statements – enroll or view
- Mobiliti - manage mobile app settings
- Member Requests
- Certificate of Deposit Application
- Request Check Copy
- Manage Overdraft election
- Submit Travel notification
- Loan application