Online Banking Resources

You can access your credit card statements by navigating to the home screen and clicking on the account you would like to view. To view your statement on desktop, select the My Docs icon on the left side of the screen. For mobile viewing, swipe down from the gray bar at the top of your transaction history to reveal the My Docs icon and view your statement.

Credit card statements can also be viewed by navigating to the menu in the top-right corner of the home screen and selecting My Documents to view your statements.

From the home screen, click/tap on the menu in the top-right corner and select Manage Alerts. Once there, you can configure an alert, set up new alerts by toggling the switch until the icon turns green, then select how you would like to receive the alert (text, email, push notification) and for which account. You can also edit an alert, or you can click BACK to return to the home screen.

You are able to configure the following type of alerts: Transfers, Account Balances and Transactions, Loan Payments Due, Secure Messages, and changes made within your Profile and Card Connect service.

Note: Bill Pay alerts can only be managed within the Bill Pay service.

You can find all of your documents in Online Banking.  

Click/tap the the hamburger menu at the top-right on the home screen, then select My Documents. You will see a list of your documents by date. Click/tap the grey paper icon to open a specific document. 

If you have offers available, you will see My Offers within your Services section on desktop or the Services tab on mobile. Click/tap My Offers to see any personalized loan offers.

Documents will be available for at least 36 months from the date they are posted in online banking.

You can view your credit card transaction history by navigating to the specific account located on the home screen.

Click the account you wish to view within the Accounts section on the homepage. Clicking on an account takes you directly to the corresponding account details screen where your account activity will display sorted by date.   

From the home screen, click Bill Pay, then:

• Click/tap Alert Preferences from the main navigation menu at the top. On mobile, go to the navigation bar at the top of the screen and swipe from right to left until you see Alert Preferences in the menu.
• Configure alerts by toggling to the right (Yes) to enable or to the left (No) to disable.  

Note: These alert settings will apply to all your Bill Pay recipients/payees. 

From the home screen, click/tap Bill Pay, then:  

• Click/tap Recipients from the main navigation menu at the top.
• Find your recipient (payee). If there is an option to set up Bill Pay for that recipient, you will see a statement icon (image of a piece of paper) with the option to click/tap Link your bill to bill pay.
• If you would like to enroll that recipient, then, click/tap on the Link your bill to bill pay link. A Link Bill Information form pops up.
• Change your Link Bill toggle switch from No (white) to Yes (gray).
• Add your User ID and Password. These login credentials are associated with your bill's account.
• Use the Frequency dropdown option to select how often you receive a bill.
• Click/tap the grey Link bill information button to complete the process.
• You will receive a confirmation stating, "Ebill enrolled. The bill has been enrolled successfully."

From the home screen, click/tap Bill Pay, then:

• Click/tap Activity from the main navigation menu at the top.
• Click/tap History to view your payment history.

Log into online banking and click Bill Pay. Then, click Activity from the menu list.

To view/edit the payments you have scheduled:

• Click Scheduled. You will see a list of your scheduled payments. 
• Click the Edit button located under the scheduled payment.
• You can change the Amount, Send Date, and/or Account for the payment.
• Make the changes you want, then click Save Changes at the bottom of the screen.

To cancel one of your scheduled payments:

• Click the Cancel button located under the payment. You will be asked to confirm that you wish to cancel the payment.

When scheduling a payment through Bill Pay, the "delivered by" date is the date we estimate that the payment will be received, either electronically or physically, by the vendor. 

Although your payment may be received on this date, the processing time can vary for each payee and could take several business days to post. Also, checks that are sent through the United States Post Office may at times experience delays. Please allow adequate time (several business days following the "delivered by" date) for your payment to be posted. 

Scheduled transfers for external accounts are not editable on the day they are scheduled to occur.

Note: You will only be able to see transfers scheduled/recurring within the next 30 days. Any transfers outside of that window will not be viewable.

From your home screen, click Transfers on your navigation bar. The navigation bar is located at the top of the home screen on desktop and on the bottom on mobile.  

• On the Transfers screen, click +Account.
• Locate the account to remove under Other Accounts.
• On desktop, click on the trash bin icon on the right side of the account. On mobile, tap the account, hold, and swipe right to left. Then, select the trash bin icon.
• Once the confirmation appears, click/tap Delete Account to proceed with removing the account, or click Cancel to retain the account.
• Click OK.

From your home screen, click Transfers on your navigation bar. The navigation bar is located at the top of the home screen on desktop and on the bottom on mobile. 

• Select +Account, located above the Transfer button.
• Click Add Additional Account.
• Then, click Add an Everwise Member Account.
• Enter the following information associated with the account you want to add: member number, account suffix, the first three letters of the member's last name (or the first three letters of the authorized signer's last name for a business account).
• Click Verify Member and wait for the successful verification message to display.
• Click Save.

For detailed instructions, you can also view the Transfers Guide here. 

Log into online banking.  

• From your home screen, click on Transfers from your navigation bar. The navigation bar is located at the top of the home screen on desktop and on the bottom on mobile.

You can make the following type of transfers: 

• Account to Account: Transfers made between accounts within your own membership.
• Member to Member: Transfers from one Everwise member to another Everwise member.
• External Transfers: Transfers made FROM or TO your account at another financial institution. Your external account must be linked to your membership using microdeposits or credentials through Trustly.
  

For detailed instructions, you can view the Transfers Guide here, or you can follow the steps listed in specific transfer FAQs.

The service will consider a transfer as a duplicate if: 

• The amounts are identical, AND
• They involve the same accounts, AND
• They are made on the same day.

When all of these conditions apply, only the first transfer will process. 

Remember: The daily transfer limit is $3,500, which should help reduce or eliminate the need to make multiple transfers to the same account. 

You will only be able to see transfers scheduled/recurring within the next 30 days. 

To view Account-to-Account, Member-to-Member, or External Transfers that you've scheduled or sent using the Transfers service:

• Click Transfers on your home screen's navigation bar.
• Once inside, you'll see a list of the recent transfers you have scheduled or sent in the lower half of the Transfers Landing Screen.
• If you would like to see more transfers, click the magnifying glass located in the upper-right corner of your list. You'll be able to search for the transfer by using the search bar or by clicking/tapping the filter icon and entering the From Account, To Account, Amount, and/or Date. Then, click Apply.
• Click the transfer you'd like to view. You'll find details including the FROM and TO accounts, amount, frequency, delivery date, and note.

For an overview of the Transfers service, you can click here to view the Transfers Guide.

From the home screen in online banking, click/tap on the menu in the top-right corner and select Secure Messages. Then, select Create New Message. Select a topic, enter your subject, and click Next to write your message.

You have the option of uploading an attachment by clicking on the paperclip. When you have completed your message and uploaded any attachments, click Send Message. We'll respond to your message within two business days.

For immediate assistance, call Member Services at (800) 552-4745 (weekdays from 7am-7pm ET & weekends from 8am-1pm ET). 

You have five (5) attempts to log in before you are locked out. If your account becomes locked, it will automatically unlock after 24 hours. If you need to access your account sooner, please call us at (800) 552-4745. 

You may be using a new device, your cookies may be disabled, or your antivirus settings may be clearing temporary files.

To change an account's nickname, click the account you wish to update within the Accounts section on desktop, or tap the Accounts tab on mobile. 

Clicking on an account takes you into the account details screen, where you can create or update the account's nickname by clicking the pencil icon located: 

• On desktop: Above the Make A Payment button (for a loan) or the Transfer button (for a deposit account).
• On mobile: To the right of your account's current name.

Then, enter your new account nickname and tap the floppy disk icon to save your changes. You may need to log out and log back in to see the change. 

Please note: Your account nicknames can only contain alphanumeric characters, hyphens, commas, apostrophes, underscores, and ampersands for your mobile and online banking services to work as expected. 

From the home screen, click Help (located at the top of the home screen on desktop and on the bottom on mobile). Then select Contact & Help to find the link to our branch& ATM locations. 

From the homepage, navigate to the Services section and click/tap Round-Up Savings.

• Find the account you want to enroll and configure the account by toggling the icon to turn it purple.
• Review the terms and conditions and click/tap I Accept.
• Then, click/tap the down arrow to the right of the account listed and choose where to deposit your savings from the dropdown menu.
• Click/tap Save.