Step 1 - Compass Credit Union
Transcription
Step 1 - Compass Credit Union
www.compassfcu.com W elcome to the world of online banking, where you can conduct transactions and monitor your accounts from the comfort of your home, 24 hours a day. To get started, you must first contact the credit union at 315-342-5300 (or stop in) so we can set you up in our computer system. The rest is easy. Just follow these step-by-step instructions, which will get you started in minutes. Questions? Stop by any Compass office or give us a call. Step 1: Visit www.compassfcu.com After you visit our Compass web site at www.compassfcu.com, click on the gray tab that says “Online Banking” in the upper right-hand corner of our home page. This will lead you to our secure Internet banking web site. Step 2: Enter your User ID & Password Type in your Compass account number in the box that says “Enter Your User ID.” In the box that says “Enter Your Password,” type in the last four digits of your Social Security number. Later in this process, you will be given a chance to change your password. We recommend doing this to ensure your account is as secure as possible. Click on the button that says “Log In.” Page 1 Step 3: Click on the “Enhance my Security” button This page is telling you that important security features are built into your online account to provide the highest level of protection against identity theft and fraud. Click on the button that says “Yes. Enhance my Security.” Step 4: Pick an image & answer two security questions Choose an image by clicking on the round blue button underneath it. You will be asked to click on this image when you login to your online account. After picking an image, select two “Challenge Questions” using the drop -down arrow and type in the answers to each question in the boxes called “Challenge Response.” You will be asked to answer one of these two questions when you login to your online account. Click on the button that says “Submit and Login Now Using New Security Features.” Page 2 Step 5: Login to your account again After you pick your security image and Challenge Questions, the system will ask you to login again. Enter your Compass account number in the box that says “Enter Your User ID.” Enter the last four digits of your Social Security number in the box that says “Enter Your Password.” Step 6: Pick your image & answer one security question Select the security picture you picked the first time you logged into the online banking system. Answer the Challenge Question with the response you typed in the first time you logged into the online banking system. Click “Continue.” Important note: If you click on the box that says “Please register my computer for future use,” you will no longer be asked to pick an image and answer a Challenge Question on this particular computer. These security features will appear if you login on a different computer. Page 3 Step 7: Change your password You now have the opportunity to change your password. Type in the last four digits of your Social Security number in the box that says “Current Password.” Type in a new password in the box that says “New Password.” Retype this new password in the box that says “Verify Password.” When you type in your current password and your new password, the characters will appear as dots in the boxes. This is an added layer of security. When you are done, click on the “Continue” button. Step 8: View your accounts Congratulations! You can now view your accounts online. Initially, a summary of your accounts will appear on the screen. You can now use the icons at the top of the screen to make transfers, view your statements, apply for a loan, e-mail the credit union, and more. To view the history of each account, click on the “Go” button beside the box that says “History.” Page 4