The first step is to make sure your credit union has filled out the three required forms: Sign Up Form, Electronic Payment Service Agreement, and Fed ACH Participation Agreement. There is also a non-disclosure agreement to sign to receive a copy of Magic-Wrighter's SSAE-16 audit results. Once the Client Service and Education team has received the forms from your credit union, they will send the form to our third party processor, Magic-Wrighter. Magic-Wrighter will submit a confirmation with  More...

Assuming you have signed up for our QuickBooks/Quicken Downloads feature, you can submit a partner support form request ( https://www.intuit.com/partners/fdp/implementation-support/partner-support-form/ ) to Intuit with the specifics that have been relayed to you by the member. In order to submit the request, you will need to retrieve the user's QBO CompanyID from the member. To obtain the Company ID: In QuickBooks, click on the gear in the upper right corner Click on Company Settings (Acc  More...

If you: A) automatically deactivate online banking access for all new members, and B) expire online banking passwords due to non-use after 90 days, then how do you run an online banking promotion? After all, sending a marketing piece to members won't do any good if they're disabled or locked out from logging in. Of course you could have them call the credit union to get set up, but here's another idea: Set up a special promotional period! Pick a date to start your campaign. Advert  More...

Transfer Control means that a member must tell you the account numbers where he or she would like to be able to transfer funds in Online Banking. (Audio Banking does not support Transfer Control lists.) Remember that these are accounts that will receive funds from the member's own account. If only transfer control lists are activated, a member will only choose from a drop-down list of names (not account numbers) from his configured transfer control list. You will need to decide how membe  More...

Yes, you can choose to customize the page to which It's Me 247 navigates whenever a member clicks the logout button. For example, Western Districts Members CU has the custom logout set to go to https://wdmcu.org/youve-successfully-logged-out/ , a page on the credit union's website used to promote other credit union services in which online members might be interested. Websites with this feature are It's Me 247 online and mobile web banking, BizLink 247 business banking (formelry kn  More...

Yes, your credit union can set up a default PIB Profile for all members. This includes things like requiring knowledge-based challenge questions to log in to Online Banking, on/off flags for individual features, and maximum transaction amounts. This is in addition to the controls you already have related to Online Banking. Be aware that the default settings are limited to those controls that don’t require the member to make a decision. For example, features such as persistent cookies  More...