M B U Mobile and Internet Banking
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3 Getting Started Welcome to Mobile and Internet Banking with Nusenda Credit Union! Whether you are at home or at the office using a mobile phone, tablet or laptop, we strive to make your Mobile and Internet Banking experience easy and convenient. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Mobile and Internet Banking process. If you have additional questions, contact us at 505-8897755 (800-347-2838 outside the Albuquerque area).
4 Table of Contents Getting Started New User Enrollment ...................................................................................................6 Logging In.......................................................................................................................8 Logging Off .............................................................................................................................8 Resetting a Forgotten Password .................................................................................9 Retrieving a Forgotten Username.............................................................................11 Home Page Home Page Overview .................................................................................................12 Asset Summary Overview...................................................................................................14 Account Details Overview ..........................................................................................15 Quick Transfer.............................................................................................................17 Account Nickname......................................................................................................18 Details & Settings........................................................................................................19 Account Grouping.......................................................................................................20 Editing a Group Name.........................................................................................................21 Deleting a Group..................................................................................................................21 Security Protecting Your Information......................................................................................22 General Guidelines ..............................................................................................................22 Login ID and Password........................................................................................................22 Fraud Prevention .................................................................................................................22 Security Preferences...................................................................................................23 Change Password ................................................................................................................23 Change Login ID ...................................................................................................................24 Secure Delivery ....................................................................................................................25 Mobile Security Preferences......................................................................................26 Enabling Touch ID or Fingerprint Login ............................................................................26 Enabling Face ID...................................................................................................................28 Disabling Touch ID, Fingerprint, or Facial ID Login..........................................................29 Alerts Overview ...........................................................................................................30 Account Alerts ......................................................................................................................31 History Alerts........................................................................................................................32 Reminders.............................................................................................................................33 Transaction Alerts................................................................................................................34 Security Alerts Overview ............................................................................................35 Editing Delivery Preferences...............................................................................................35 Enabling and Disabling Push Notifications..............................................................36 Secure Message Overview .........................................................................................37 Sending a Secure Message ........................................................................................38
5 Transactions Transfer Funds ............................................................................................................39 Member to Member ...................................................................................................41 Linking Someone’s Nusenda Account ...............................................................................41 Single Transfers Between Nusenda Accounts..................................................................42 Adding a Personal External Account ........................................................................43 Verifying a Personal External Account .....................................................................44 Activity Center Overview ............................................................................................45 Using Filters ..........................................................................................................................46 Creating or Deleting Custom Views Using Favorites .......................................................47 Editing Transactions ............................................................................................................48 Canceling Transactions .......................................................................................................49 Services Stop Payment Request...............................................................................................50 Single Check .........................................................................................................................50 Multiple Checks ...................................................................................................................51 Check Reorder.............................................................................................................52 Statements...................................................................................................................53 Credit Score and Report.............................................................................................55 Deposit Checks............................................................................................................56 The Power of Change .................................................................................................57 Debit Card Lock...........................................................................................................58 Quick Balance..............................................................................................................59 To Enable Quick Balance.....................................................................................................59 To Use Quick Balance..........................................................................................................60 My Profile Account Preferences ..................................................................................................61 Updating Personal Information ................................................................................62 Themes.........................................................................................................................63 Locations Branches and ATMs....................................................................................................64
Getting Started: New User Enrollment 6 Getting Started New User Enrollment If you’re new to Internet Banking with Nusenda, you need to complete the enrollment process the first time you log in. Once you complete these few quick steps, you’ll be on your way to banking everywhere you go! 1. Type nusenda.org into your browser, and click the “New User” link within the login box. 2. Fill out the Online Banking Enrollment Form with the required information, and click the Continue button. Note: The details you provide are verified by comparing them to your contact information in our system. If the information does not match, call us at 505-889-7755 (800-347-2838 outside the Albuquerque area) to update your profile. 3. A confirmation message appears. You are given a temporary password to use during your first-time login. Memorize the password, and click the Click Here link to be redirected to the Nusenda Home page. 4. Enter your new login ID and click the Log In button. 5. Choose the contact method that allows Nusenda to reach you immediately with a Secure Access Code (SAC). This numbered code is only valid for a short time, and you will need to request a new one if it expires. 6. Enter the SAC and click the Submit button. Never share your SAC code with anyone. 7. Choose whether to register your device for future logins. If you click the Register Device button, you will not need to request a SAC from that device. 8. Review the Mobile and Internet Banking Services Agreement on the Disclaimers page, and click the I Accept button to agree to the terms and conditions.
Getting Started: New User Enrollment 7 9. A view-only profile page appears. Review the information and click the Submit button. 10. Change your password by using your old temporary password. 11. Congratulations! You have successfully logged in to Mobile and Internet Banking! If you have any questions or concerns, call us at 505-889-7755 (800347-2838 outside the Albuquerque area).
Getting Started: Logging In 8 Getting Started Logging In After your first-time enrollment, logging in is easy and only requires your login ID and password. If you are using a browser you have not previously registered, you need to request a SAC. 1 2 1. Enter your login ID and password. 2. Click the Login button. Note: If you enter an incorrect password too many times, your account will be temporarily locked. Call us at 505-889-7755 (800-3472838 outside the Albuquerque area) for assistance. Logging Off For your security, you should always log out when you finish your Mobile and Internet Banking session. We may also log you off due to inactivity. 1. Click the Log Off tab in the navigation menu. 2. Close your internet browser.
Getting Started: Resetting a Forgotten Password 9 Getting Started Resetting a Forgotten Password If you to forget your password, you can easily reestablish a new one from the Nusenda Home page—no need to call us! 3 1 2 1. Click the Forgot Password link. 2. Click the Forgot your password? link. 3. Enter your login ID and click the Submit button. Note: You may not be able to change your password if your account is locked.
Getting Started: Resetting a Forgotten Password 10 5 6 4 4. Choose the contact method that allows Nusenda to reach you immediately with a six-digit SAC. 5. Enter the SAC and click the Submit button. 6. Create a new password based on our password requirements, and click the Submit button when you are finished.
Getting Started: Retrieving a Forgotten Username 11 Getting Started Retrieving a Forgotten Username If you happen to forget your username, you can easily retrieve it from the Nusenda Home page—no need to call us! 1 4 5 6 3 2 1. Click the Forgot Login ID link. 2. Enter your member number 3. Enter the last four digits of your social security number. 4. Enter your zip code. 5. Use the drop-down to select the method to use to send your Login Id to you. 6. Click the Continue button. Your Login ID will be sent to you using your chosen method.
Home Page: Home Page Overview 12 Home Page Home Page Overview After logging in, you are taken directly to the Home page. Here you can view the balances in your Nusenda accounts, see your account summaries and more! F A D C G B E Note: The letters correspond to several available features on the Dashboard.
Home Page: Home Page Overview 13 A. The menu appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate drop-down tab. B. Your Nusenda accounts are displayed in an account card with its balance. C. If you click an account name, you are taken to the Account Details page. You can also click the icon on the right side of an account card, and select View Activity for more details. D. The icon allows you to print a summary of current available funds in your accounts. E. If you click and hold an account card, you can drag and drop it to a new location to change the order in which your accounts appear. F. The Quick Actions links in the top right corner let you quickly access different Online Banking features. G. If you have opted in, your current credit score will be displayed on the right side of the screen. Click Show Full Report for more information.
Home Page: Home Page Overview 14 Asset Summary Overview If you ever need to quickly assess how much money is in all of your accounts, you can scroll down to Asset Summary on the Home page. This interactive chart represents your total assets, represented by specific colors and percentages. C B A D A. The Total Assets widget gives you the total amount of money in your accounts and breaks down those funds into percentages. B. Each colored piece represents one of your Nusenda accounts and displays its percentage of total funds and its balance. C. Clicking Next or Previous lets you view different accounts and details. D. You can click the View Transactions link for more information.
Home Page: Account Details Overview 15 Home Page Account Details Overview Selecting a Nusenda account on the Home page takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images, and account balances, so you stay organized and on top of your finances. A B C D E F G H J I
Home Page: Account Details Overview 16 A. On the Home page, you can click on an account name to view the Account Details screen. B. The current and available balances for that account are displayed in the top right corner. C. The icon opens the search bar to find transactions in that account. D. Transactions can be sorted by date, time, type, amount or check number. Click the icon for more options. E. Make a quick transfer by clicking the icon. (See page 17 for additional details.) F. Export your transactions into a different format by clicking the icon. G. The icon lets you print a list of transactions. H. The icon indicates how the Date, Description, and Amount columns are sorted. I. You can view more details about a transaction by clicking on it. J. The icon lets you expand, collapse, or print details about the transaction.
Home Page: Quick Transfer 17 Home Page Quick Transfer No need to run to a branch to move money from one account to another. If you’re ever in a rush, the Quick Transfer option is a simple and fast way to make transactions. 2 3 4 6 5 1 1. Click the icon on the right side of an account card and select Quick Transfer. 2. Use the drop-downs to select the From and To accounts. 3. Enter an amount to transfer. 4. Select a transfer date. 5. (Optional) Click the Advanced Options button to select a frequency and add a memo. 6. Click the Transfer Funds button when you are finished.
Home Page: Account Nickname 18 Home Page Account Nickname Change an account’s nickname directly from the Home page. 1 2 3 1. Click the icon on the right side of an account card and select Nickname Account. 2. Enter a new account nickname. 3. Click the Save button when you are finished.
Home Page: Details & Settings 19 Home Page Details & Settings View additional details about an account and change the account’s visibility. 1 3 2 1. Click the icon right side of an account card and select Settings. 2. Click the icon to edit the display name. 3. Use the toggle to decide whether or not your account is visible on the Home page.
Home Page: Account Grouping 20 Home Page Account Grouping You can organize your accounts into groups, so the Home page appears in a way that makes sense to you. These groups can always be changed or deleted to meet your needs. 2 3 4 1 1. Create a new group by clicking the icon and selecting “Create new group.” 2. Use the drop-down to select an account. 3. Enter the group name. 4. Click the Save button.
Home Page: Account Grouping 21 Editing a Group Name The names of existing groups can be edited in just two easy steps. 2 1 1. Click icon and select Edit group name. 2. Enter a new name and click the check mark when you are finished. Deleting a Group After a group is made, you can reorganize the Home page by deleting a group without removing those accounts from the Home page. 2 1 1. Remove an account from a group by clicking and holding an account tile and dragging it to another group and dropping it. 2. Click the Yes, delete button to delete the group after removing the last account in the group.
Security: Protecting Your Information 22 Security Protecting Your Information At Nusenda, we do everything we can to protect your personal information and provide you with a dependable online experience. However, we rely on you to take further precautions to ensure the safety of your accounts. General Guidelines • Make sure your operating system and antivirus software are up to date. • Always use secure wireless (WiFi) networks that require a login ID and password. • Never leave your computer or phone unattended while using Mobile and Internet Banking. • Monitor your recent account history for unauthorized transactions. • Always log off Mobile and Internet Banking when you’ve finished and close the browser. Login ID and Password • Create strong passwords by using a mixture of uppercase and lowercase letters, numbers, and special characters. • Do not create passwords containing your initials, birthday or any personal information • Change your passwords periodically and never reuse passwords used for other services. • Memorize your passwords instead of writing them down. • Only register personal devices and avoid using features that save your login IDs and passwords. Fraud Prevention • Do not open email attachments or click on links from unsolicited sources. • Avoid giving out personal information on the phone, by text, or through email. • Shred unwanted sensitive documents, including receipts, checks, deposit slips, pre-approved credit card offers, and expired cards. • Act quickly. If you suspect your financial information is compromised, call us immediately at 505-889-7755 (800-347-2838 outside the Albuquerque area).
Security: Security Preferences 23 Security Security Preferences We take your online security very seriously. So we have added various tools to help you better protect your account information. You can add and manage security features in Security Preferences to strengthen your Mobile and Internet Banking experience. 1 Change Password You can change your Online Banking password at anytime. We recommend changing your password regularly and following our guidelines to create a strong password. 2 3 4 5 In the menu, select My Profile tab, then click Security Preferences. 1. Click the Change Password button. 2. Enter your current password. 3. Create a new password. 4. Reenter your new password. 5. Click the Change Password button when you are finished making changes.
Security: Security Preferences 24 Change Login ID You can change your login ID at any time. Create a unique login ID you will remember and follow our required guidelines. 2 3 In the menu, select My Profile tab, then click Security Preferences. 1. Click the Change Login ID button. 2. Enter your new login ID. 3. Click the Save new Login ID button when you are finished making changes.
Security: Security Preferences 25 Secure Delivery We can verify your identify by sending an SAC to you by text message, voice call, or email address. Within Security Preferences, you can make changes to your delivery preferences or add new ways we can contact you. 4 2 3 In the menu, select My Profile tab, then click Security Preferences. 1. Click the Secure Delivery button. 2. Make changes to a secure delivery method by clicking the icon to make changes, or the icon to delete a secure delivery method. 3. Enter your new contact information and click the icon when you are finished to save your changes. 4. Add a new delivery contact by clicking either the New Text Number, New Voice Number or New Email Address button at the bottom of the page. Note: Never share your Secure Access Code (SAC) with anyone. Nusenda staff will never request that you share your Secure Access Code (SAC). If you are asked for your Secure Access Code (SAC), it is fraud. Reach out to Nusenda at 505-889-7755 (800-347-2838 outside the Albuquerque area) for assitance.
Security: Mobile Security Preferences 26 Security Mobile Security Preferences Within Nusenda’s app, you have the ability to set up security preferences that are not available on a desktop computer. These additional preferences make signing into your Mobile Banking App quick and easy, and also add an extra layer of security to your private information while you are on the go! Enabling Touch ID or Fingerprint Login Touch ID and Fingerprint Login use fingerprint recognition technology, allowing you to perform tasks on your Apple® or Android™ device with just your fingerprint. With this feature enabled, you can quickly and securely access your accounts using our app! Apple® 1 2 3 Android™ Sign in to Nusenda’s app. In the menu, select My Profile tab, then click Security Preferences. 1. Toggle the Touch ID or Fingerprint Login switch from “Off” to “On.” 2. Review the information about using fingerprint authentication and tap the Continue button. 3. Enter your login ID and password, and tap the Authorize button. Note: You must have Touch ID or Fingerprint Login enabled on your biometric ID capable mobile device before enabling it through our app.
Security: Mobile Security Preferences 27 4a 4b 4. Scan your fingerprint. a. Apple® Device: Place your finger on the Home button to enable Touch ID. b. Android™ Device: Place your finger on the fingerprint scanner to enable Fingerprint Login. Location of scanner varies from device to device.
Security: Mobile Security Preferences 28 Enabling Face ID Face ID is a feature which utilizes facial recognition technology, allowing you to unlock your Apple® device and log into your account with your face instead of your login ID and password. 1 2 Open Nusenda’s app and tap the Face ID button. 1. Review the information about using Face ID and tap the Enroll Now button. 2. Enter your login ID and password, and tap the Authorize button and confirm your biometric to continue. Note: You must have Face ID enabled on your mobile device before enabling it through our app.
Security: Mobile Security Preferences 29 Disabling Touch ID, Fingerprint, or Facial ID Login You can disable Fingerprint or Facial Recognition Login if you no longer want to utilize them. When all features are disabled, you can sign in to your Mobile and Internet Banking using your user ID and password. Apple® 1 Android™ 2 Sign in to Nusenda’s app. In the menu, select My Profile tab, then click Security Preferences. 1. Toggle the Face/Touch ID or Fingerprint Login switch from “On” to “Off.” 2. Tap the Yes button to disable the feature.
Security: Alerts Overview 30 Security Alerts Overview Having peace of mind is critical when it comes to your Mobile and Internet Banking experience. When you create an alert through Mobile and Internet Banking, you specify the conditions that trigger that alert, so you stay on top of what’s important to you. B D A C In the menu, select My Profile tab, then click Alerts. A. The "New Alert" drop-down lets you create an account, history, online transaction, or reminder alert. B. The icon allows you to collapse or expand alert details for each category. C. Toggling the switch turns an alert on or off without deleting it. D. The Edit link lets you make changes to existing alerts. Note: All alerts are automatically sent through secure messages but you can also choose to receive them by text message, voice call, or email.
Security: Alerts Overview 31 Account Alerts There should be no surprises when it comes to your finances. Account Alerts can notify you when the balances in your accounts go below or above a set amount. 2 3 1 4 5 6 7 In the menu, select My Profile tab, then click Alerts. 1. Use the New Alert drop-down and select Account Alert. 2. Use the drop-down to select an account. 3. Use the drop-down to select an account balance type. 4. Select a comparison. 5. Enter an amount. 6. Select a delivery method and enter the corresponding information. 7. Click the Create Alert button when you are finished.
Security: Alerts Overview 32 History Alerts If you’re ever concerned about amount limits or pending checks, you can create History Alerts to notify you when a check number posts or transactions meet a chosen amount. 3 1 4 6 In the menu, select My Profile tab, then click Alerts. 1. Click the New Alert drop-down and select History Alert. 2. Select a transaction type. 3. Select a comparison. These options vary depending on the chosen transaction type. 4. Enter an amount. 5. Use the drop-down to select an account. 6. Select a delivery method and enter the corresponding information. 7. Click the Create Alert button when you are finished. 2 5 7
Security: Alerts Overview 33 Reminders Just like marking a calendar, you can set up alerts to remind you of specific dates or events. Keep track of important dates, so you will never forget a birthday or anniversary again! 2 3 4 1 5 7 In the menu, select My Profile tab, then click Alerts. 1. Use the New Alert drop-down and select Reminder. 2. Use the drop-down to select an event. 3. Enter the date for the alert to occur. 4. Check the box next to Recurs Every Year to have your alert repeat annually. 5. Enter a message. 6. Select a delivery method and enter the corresponding information. 7. Click the Create Alert button when you are finished. 6
Security: Alerts Overview 34 Transaction Alerts Different types of transactions can occur in your accounts. By creating Transaction Alerts, you can be notified when various transfers, payments, or debits post to your account. 2 3 5 4 1 6 In the menu, select My Profile tab, then click Alerts. 1. Click the New Alert drop-down and select Transaction Alert. 2. Use the drop-down to select a transaction type. 3. Use the drop-down to select an account. 4. Use the drop-down to select a status. 5. Select a delivery method and enter the corresponding information. 6. Click the Create Alert button when you are finished.
Security: Security Alerts Overview 35 Security Security Alerts Overview We want you to feel confident while using Mobile and Internet Banking. To help you feel safe and in control, Security Alerts are implemented in your accounts to notify you immediately when security scenarios occur. A 1 2 3 In the menu, select My Profile tab, then click Alerts and then Security Alerts. A. Toggling the switch turns an alert on or off without deleting it. Note: Some alerts cannot be toggled off. Editing Delivery Preferences When a trigger occurs, Security Alerts are always sent to you through secure messages. You can add additional delivery methods. In the menu, select My Profile tab, then click Alerts and then Security Alerts. 1. Click the Edit Delivery Preferences link at the top. These changes will apply to all Security Alerts. 2. Enter the information for your preferred delivery method. 3. Click the Save button when you are finished making changes.
Security: Enabling and Disabling Push Notifications 36 Security Enabling and Disabling Push Notifications Have alerts sent directly to your mobile device as push notifications. Push notifications are completely free to receive and will show up as a banner at the top of your lock screen or in your “notification tray.” Note: Push Notifications are available for security, reminder, account and transaction alerts. A B1 B2 A. When you first sign into Nusenda’s Mobile Banking App, you have the option to enable push notifications for alerts by tapping the Allow notifications button. B. To enable or disable push notifications at a later time, in the My Profile tab, tap Push Notifications. 1. Use the Enable Notifications toggle to enable or disable push notifications. 2. Tap the respective Security Alert Settings tab to edit alerts and their delivery preferences. (See Alerts Overview section starting on page 30 for more information.)
Security: Secure Message Overview 37 B C A D1 Security Secure Message Overview If you have questions about your accounts or need to speak with someone at Nusenda, Secure Messages allow you to communicate directly with a Nusenda member service representative. From the Secure Messages page, you can find replies, old messages, or create new conversations. D2 D3 In the menu, select Contact Us tab, then click My Messages. A. Click on a message to open it. Messages are displayed on the left side of the screen. B. Messages automatically delete after a certain period of time. Check the box next to This message should never expire to prevent that message from being erased. C. Delete an opened message by clicking the icon or reply by clicking the icon. D. You can delete multiple messages at once. 1. Click the Delete multiple link. 2. Check the box next to the corresponding messages or check the box next to Select All. 3. Click the Delete link and then the Delete button to permanently delete the selected messages.
Security: Sending a Secure Message 38 Security Sending a Secure Message Starting a new conversation through Mobile and Internet Banking is as effortless as sending an email. Unlike an email, you can safely include confidential information relating to your accounts or attach files within a new message. 5 1 2 3 4 In the menu, select Contact Us tab, then click My Messages. 1. Create a new message by clicking the icon. 2. Select the recipient from the drop-down. 3. Enter the subject. 4. Enter your message. 5. Click the Send message button when you are finished.
Transactions: Transfer Funds 39 Transactions Transfer Funds Use the Funds Transfer feature when you need to make a one-time or recurring transfer between your personal Nusenda accounts. These transactions are processed immediately, so your money is always where you need it to be. 3 2 1 In the menu, select Move Money tab, then click Transfer. 1. Select the accounts to transfer funds between using the From and To drop-downs. 2. Enter the amount to transfer. 3. (One-Time Transfer Only) Enter the date to process the transaction.
Transactions: Transfer Funds 40 4a 4c 4b 6 5 4. If you would like to set up a recurring transfer, follow the steps below. a. Use the drop-down to select a frequency. b. Enter a start date for this transaction using the calendar features. c. Decide if the transfer will repeat forever or have an end date. 5. (Optional) Enter a memo. 6. Click the Transfer Funds button when you are finished. Note: You can view or cancel unprocessed transactions by accessing the Recurring Transactions tab within the Activity Center.
Transactions: Member to Member 41 Transactions Member to Member If you have a friend or relative that also banks through Nusenda, Member to Member allows you to send them money immediately. Linking Someone’s Nusenda Account Instead of typing in someone’s information every time you send them money, you can conveniently link their account for future deposits. 1 2 3 4 5 In the menu, select Move Money tab, then click Member to Member. 1. Click the Link Account button. 2. Enter the recipient’s member number. 3. Enter the recipient’s account. 4. Enter the first three letters of the recipient’s last name. 5. Click Submit when you are finished.
Transactions: Member to Member 42 Single Transfers Between Nusenda Accounts If you only need to send money to someone once, you can generate a single transaction. 1 2 3 4 5 6 7 8 In the menu, select Move Money tab, then click Member to Member. 1. Click the Single Transfer button. 2. Select the account to take funds from using the From Account drop-down. 3. Enter an amount. 4. (Optional) Enter a description. 5. Enter the recipient’s member number. 6. Enter the recipient’s account. 7. Enter the first three letters of the recipient’s last name. 8. Click Submit when you are finished. Note: To review or cancel an Member to Member transfer, visit the Activity Center.
Transactions: Adding a Personal External Account 43 Transactions Adding a Personal External Account Your private accounts at other financial institutions can be linked to Mobile and Internet Banking with Nusenda, so you can transfer money between two financial institutions without ever leaving home! When you add another account, you are asked to verify your ownership of that account by confirming two small deposits Nusenda makes into the external account. 3 1 2 4 In the menu, select Move Money tab, then click Funds Transfer - Add. 1. Enter the account number. 2. Select the type of account using the Account Type drop-down. 3. Enter the financial institution’s routing number. These numbers are located at the bottom of a paper check or deposit slip from your checkbook. 4. Click the Continue button. Note: In two to three business days, two micro-deposits will appear in your external account. Once you receive the deposits, go to the Funds Transfer - Verify tab to verify the account.
Transactions: Verifying a Personal External Account 44 Transactions Verifying a Personal External Account As soon as Nusenda makes two small deposits of less than a dollar into your external account, you are asked to verify those amounts within Mobile and Internet Banking. Once they are confirmed, you can begin transferring money to the external account. 2 1 3 In the menu, select Move Money tab, then click Funds Transfer - Verify. 1. Select the account you would like to verify. 2. Enter the amounts of the two micro-deposits made into your external account. 3. Click the Continue button when you are finished.
Transactions: Activity Center Overview 45 Transactions Activity Center Overview All transactions initiated through Mobile or Internet Banking appear in the Activity Center. C F A D B E In the menu, select Move Money tab, then click Activity Center. A. Click an appropriate tab to view Single Transactions or Recurring Transactions. B. Use the search bar to find transactions within that transaction type. C. Print the Activity Center page by clicking the icon. Export your transactions into a different format by clicking the icon. D. Click the icon next to the Created, Status, Transaction Type, Account, or Amount columns to sort transactions. E. Click on a transaction to view more details. F. Click the icon to perform additional functions.
Transactions: Activity Center Overview 46 Using Filters The Activity Center can be customized using various filters. You can also choose up to six columns to display, so you can swiftly find what you’re looking for. 3 2 4 1 In the menu, select Move Money tab, then click Activity Center. 1. Click the icon to create a custom view of your transactions. 2. Create a custom list of transactions using these filters. 3. Filter the type of transaction you are looking for using the “Transaction Type” drop-down. Column names with checkboxes appear. Select up to six boxes. 4. Click the Apply Filters button when you are finished.
Transactions: Activity Center Overview 47 Creating or Deleting Custom Views Using Favorites After applying specific filters, you can save that view of the Activity Center to Favorites, making it easier and faster to search, print or export transactions. You can always delete Favorites if they are no longer useful. 1 4 5 2 3 4 In the menu, select Move Money tab, then click Activity Center. 1. Click the icon. 2. Click the “+ Save as New” link to create a new favorite template. 3. Enter a nickname for your new custom view. 4. Click the Save button when you are finished. 5. Click the X icon to remove a custom view from your Favorites.
Transactions: Activity Center Overview 48 Editing Transactions The Activity Center shows pending transactions initiated within Mobile and Internet Banking. The edit feature is not available for loan payments. 2 1 3 In the menu, select Move Money tab, then click Activity Center. 1. Browse through your pending transactions and locate the transaction you would like to edit. 2. Click the icon and click Edit. 3. Make the necessary edits and then click the Transfer Funds button when you are finished. Note: If you edit a recurring transaction in the Single Transaction tab, you will only edit that single occurrence. To edit an entire series, you must visit the Recurring Transactions tab in the Activity Center.
Transactions: Activity Center Overview 49 Canceling Transactions You can cancel pending transactions up until their process date. 1 2 3 In the menu, select Move Money tab, then click Activity Center. 1. Browse through your pending transactions and check the box for each transaction you want to cancel. Check the box between the Amount column and the icon to select all transactions. 2. Click the icon and click Cancel Selected. 3. Click the Confirm button when you are finished. The status then changes to “Canceled” on the Activity Center page. Note: If you cancel a recurring transaction in the Single Transaction tab, you will only cancel that single occurrence. To cancel an entire series, you must visit the Recurring Transactions tab in the Activity Center.
Services: Stop Payment Request 50 Services Stop Payment Request Single Check If you’re ever worried about a pending written check, you can initiate a stop payment request to prevent that check from being processed. Once approved, the stop payment remains in effect for six months. If you need the current fee information, please call us during our business hours at 505-889-7755 (800-3472838 outside the Albuquerque area). 1 2 3 4 5 6 7 8 In the menu, select Account Services tab, then click Stop Payment. 1. Select Single Check. 2. Select the appropriate account using the drop-down. 3. Enter the check number. 4. (Optional) Enter the amount. 5. (Optional) Enter the date of the check using the calendar feature. 6. (Optional) Enter the payee. 7. (Optional) Enter a note. 8. Click the Request stop payment button when you are finished.
Services: Stop Payment Request 51 Multiple Checks If you’re ever worried about multiple pending written checks, you can initiate a stop payment request to prevent the checks from being processed. Once approved, the stop payment remains in effect for six months. If you need the current fee information, please call us during our business hours at 505-889-7755 (800-3472838 outside the Albuquerque area). 1 2 3 4 5 6 In the menu, select Account Services tab, then click Stop Payment. 1. Select Multiple Checks. 2. Select the appropriate account. 3. Enter the starting and ending check numbers. 4. (Optional) Enter the starting and ending dates of the checks using the calendar. 5. (Optional) Enter a note. 6. Click the Request stop payment button when you are finished. Note: You can view the approval status of a stop payment in the Activity Center.
Services: Check Reorder 52 Services Check Reorder If you’ve previously ordered checks through Nusenda, you can conveniently reorder checks online. 1 In the menu, select Account Services tab, then click Check Re-order. 1. Choose the account you want checks ordered for. 2. Complete your order on our vendor’s website. Note: If you notice that you are missing checks, please contact us right away so that we can take precautions to safeguard against identity theft and fraud.
Services: Statements 53 Services Statements The eStatements feature is a great virtual filing system for your bank statements, saving you paper. By storing your statements electronically, your account information is always readily available when you need it. 1 2 3 4 5 In the menu, select Account Services tab, then click eStatements. 1. Review the Online Statement Enrollment Agreement and click the I Agree button. 2. Enter and confirm your email address. 3. Select an eStatement delivery preference. 4. Click the Next button. 5. Click the Enroll button.
Services: Statements 54 6 6. Click the View Statement link to view a statement.
Services: Credit Score and Report 55 Services Credit Score and Report Keep an eye on credit score and credit report changes with real time credit monitoring. 1 2 3 In the menu, select Credit Score tab. 1. Enter your date of birth. 2. Authorize SavvyMoney to continuously obtain your credit report. 3. Click Continue to view your credit score information.
Services: Deposit Checks 56 Services Deposit Checks With a snap of a photo, you can deposit checks into your account. Note: This feature is only available when using our Mobile Banking App on your device. 1 2 3 4 In the menu, select Deposit Checks tab. 1. Choose the account you would like the check deposited into. 2. Input the dollar amount of the check. 3. Sign the back of the check and write For Mobile Deposit at Nusenda Credit Union, then tap the Front of check and Back of check buttons to take an image of the front and back of the check. 4. Verify that all four corners of the check are visible and all elements are legible, then tap the Submit Deposit button when finished.
Services: The Power of Change 57 Services The Power of Change The Power of Change is a simple way for Nusenda Credit Union members to boost their savings, reduce their debt, or positively impact their communities by using their Nusenda Visa® debit card or breeze™ debit card. Once opted-in to the program, each time you use your debit card, the transaction will be rounded up to the nearest dollar. The roundup amounts from those purchases are accumulated and transferred daily in a single transaction at the end of the business day from the member’s checking account to the member’s selected designation overnight. 1 2 3 4 In the menu, select Account Services tab, then click The Power of Change. 1. Click the View Full Disclosure link to review the disclosure. 2. Use the drop-down to select a destination. 3. Check the box next to I agree to The Power of Change Disclosure. 4. Click the Submit button.
Services: Debit Card Lock 58 Services Debit Card Lock Use this feature to lock or unlock your debit or ATM card if you believe it is lost or stolen. 1 2 In the menu, select Debit Card Lock tab. 1. Select the Lock Card button to temporarily lock your card. You’ll follow the same process to unlock your card when it is found. 2. Click the Submit button.
Services: Quick Balance 59 My Profile Quick Balance Quick Balance allows you to check your account balances for up to five accounts from the login page of the Nusenda Mobile Banking App without needing to log in. It is recommended that you secure your device with a passcode. You can disable this feature at any time. To Enable Quick Balance 1 Log in to the Nusenda Mobile Banking App. In the menu, select My Profile tab, then click Quick Balance. 1. Slide the Quick Balance toggle to On. Note: If you have enabled Touch/Face ID, you will not be able to use Quick Balance because these convenient login methods occur immediately when the app is launched. To use Quick Balance, you must turn these features off.
Services: Quick Balance 60 To Use Quick Balance 1 Open the Nusenda App. 1. Tap “Your Accounts” to view your account balances. Note: Accounts have to be hidden on the home page in order to hide them in Quick Balance; re-ordering or grouping accounts on the homepage does not impact which ones are visible in Quick Balance. To change which accounts are viewable when using Quick Balance, you must log into the mobile app, and re-order your accounts within the Home page, then log off the app and tap Quick Balance again. Note: Quick Balance supports only one user ID per device, but you can save your user ID and Quick Balance on multiple devices. Any changes you make to Quick Balance settings on one device will apply to all devices. For your security, we recommend locking your phone between uses.
My Profile: Account Preferences 61 My Profile Account Preferences The Home page and your accounts should appear in a way that is fitting for you. Account names and the order in which they appear on the home page, as well as the order of account groups and account group names, can be changed in Account Preferences to suit your needs. 5 1 2 4 3 In the menu, select My Profile tab, then click Account Preferences. 1. Select the up or down arrows on the right side to change the order of your accounts. 2. Use the Account Visibility switch to toggle whether or not your account is visible on the Home page and within Quick Balance. 3. Click the icon to change the nickname of a group or an account. Make your changes and click the checkmark to save it. 4. Click the icon to change the Online Display Name of an account. Make your changes and click the checkmark to save it. 5. Use the Account drop-down to change the group that account is in.
My Profile: Updating Personal Information 62 My Profile Updating Personal Information It is important to keep Nusenda updated with your most current personal contact information. We have made it simple for you to edit your personal data. 1 2 In the menu, select My Profile tab, then click Manage Contact Info. 1. Click the icon to access the fields for each category. 2. Update your information.
My Profile: Themes 63 My Profile Themes You can customize your Mobile and Internet Banking themes. Once selected, these changes are immediately applied to all of your devices. 1 In the menu, select My Profile tab, then click Themes. 1. Click on a theme to change it.
Locations: Branches and ATMs 64 Locations Branches and ATMs If you need to locate an ATM or a Nusenda Credit Union branch, the interactive map within Mobile and Internet Banking can help you finds the locations nearest you. If your device’s location services feature is turned off or your location is unavailable, a general list of branches appears. A B C D In the menu, select Contact Us tab, then click Branch/ATM Locator. A. Details about branches or ATMs are displayed on the left side of the page. B. You can locate a Nusenda branch or ATM by checking the appropriate box. C. The search bar allows you to find locations within a specific area. D. Branches and ATMs are on the map. Select a branch for specific details.
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