SchoolsFirst FCU Online

New Features
Account Services
The links at the top left offer you immediate
access to frequently used services.
Your Quick Start Guide to
SchoolsFirst FCU Online
Chat
To chat live with a representative, just click on Chat under
Contact Us during regular business hours.
Message
Center
Send and receive
secure messages in
your Message Center.
Get
Personalized
Offers
You asked for upgrades to Online Banking—and we listened.
Now you’ll be able to
see information on
current promotions and
offers just for you, right
on your Home page.
Member to Member Transfers
Save other Members to whom you make frequent transfers,
and you won’t have to re-enter their account information
• Use your existing login and password
• Enjoy the same functionality you do today
• Try out new enhanced features, such as budget tools and online chat
each time. Just click on Add a Member under the Member
to Member box on the left side of the Member Home page.
Federally Insured by NCUA
Questions?
Call We’re here to help.
Call
800.462.8328
Call
800.462.8328
Call
800.462.8328, ext. 8900
800.462.8328
Click
Click
[email protected]
Email
Visita branch
Visit
aVisit
branch
aVisit
branch
Use this guide to help you get started when you visit our new website
at schoolsfirstfcu.org/pilot
Your Personalized Home Page
Transfers & Payments
New Navigation
Transferring Between Accounts
New navigation makes it easy to transfer funds, make payments, pay bills, view statements and more.
To make an account transfer, go to the Transfer
Funds tab (right under Member Home or under
Member Home
Account Services). Choose which accounts
After login, you’ll be
you need to transfer from and to, and enter the
directed to your new
amount and date of the transfer. Click Continue
Member Home page,
to review your transaction, and then Submit
where you can view
to finalize.
all of your accounts
Transferring to Another Member
at the same time.
Click on the Transfers tab, and choose which
Reviewing Your
Account History
account you are transferring from. Then
select Transfer to Another Member in the drop-
From your Member Home
down menu for the “To” account. Enter the
page, click on the name of
Account Number and Share Number and name
the account you’d like to
of the Member you wish to transfer to, and the
see for a detailed view.
amount. Click Continue to verify, and then
Submit to finalize.
Tip
Tip
For a quick view of your
most recent transactions,
click on the green arrow.
Making a Credit Card or Loan Payment
For pending transactions,
From Member Home, within the Loans or Credit Card
click on the blue Available
section, click on the Pay Now link to the right of your screen,
balance link. Click on details
or choose Make a Payment in the top navigation bar. Choose
for rates and other specifics.
the account you want the payment to come from and
Tip
Trying to keep track of your spending? Create a personalized
budget to help control your cash flow.
which loan you want to pay, and the amount and date of the
payment, even if it’s a future date.
Tip
Tip
To populate your personalized budget,
categorize your transactions. Choose
from existing categories, or create your
own custom categories.
For payments to other merchants, try our free
Bill Payment service. Store frequent payee
information and schedule payment dates.
Applying For A Loan
Now it’s quick and easy to apply for a loan online.
Just click on Apply for Loan in the link on the left
side of the Member Home page under Account
Tip
Export transaction history by clicking on
Download Options under the Checking
and Savings tab.
Services, and tell us what type of loan you’re
looking for. Fill out a simple application, and in most
cases, you will get your decision instantly.
Save Members you transfer to often, so you
won’t have to re-enter their information.
Your Personalized Home Page
Transfers & Payments
New Navigation
Transferring Between Accounts
New navigation makes it easy to transfer funds, make payments, pay bills, view statements and more.
To make an account transfer, go to the Transfer
Funds tab (right under Member Home or under
Member Home
Account Services). Choose which accounts
After login, you’ll be
you need to transfer from and to, and enter the
directed to your new
amount and date of the transfer. Click Continue
Member Home page,
to review your transaction, and then Submit
where you can view
to finalize.
all of your accounts
Transferring to Another Member
at the same time.
Click on the Transfers tab, and choose which
Reviewing Your
Account History
account you are transferring from. Then
select Transfer to Another Member in the drop-
From your Member Home
down menu for the “To” account. Enter the
page, click on the name of
Account Number and Share Number and name
the account you’d like to
of the Member you wish to transfer to, and the
see for a detailed view.
amount. Click Continue to verify, and then
Submit to finalize.
Tip
Tip
For a quick view of your
most recent transactions,
click on the green arrow.
Making a Credit Card or Loan Payment
For pending transactions,
From Member Home, within the Loans or Credit Card
click on the blue Available
section, click on the Pay Now link to the right of your screen,
balance link. Click on details
or choose Make a Payment in the top navigation bar. Choose
for rates and other specifics.
the account you want the payment to come from and
Tip
Trying to keep track of your spending? Create a personalized
budget to help control your cash flow.
which loan you want to pay, and the amount and date of the
payment, even if it’s a future date.
Tip
Tip
To populate your personalized budget,
categorize your transactions. Choose
from existing categories, or create your
own custom categories.
For payments to other merchants, try our free
Bill Payment service. Store frequent payee
information and schedule payment dates.
Applying For A Loan
Now it’s quick and easy to apply for a loan online.
Just click on Apply for Loan in the link on the left
side of the Member Home page under Account
Tip
Export transaction history by clicking on
Download Options under the Checking
and Savings tab.
Services, and tell us what type of loan you’re
looking for. Fill out a simple application, and in most
cases, you will get your decision instantly.
Save Members you transfer to often, so you
won’t have to re-enter their information.
New Features
Account Services
The links at the top left offer you immediate
access to frequently used services.
Your Quick Start Guide to
SchoolsFirst FCU Online
Chat
To chat live with a representative, just click on Chat under
Contact Us during regular business hours.
Message
Center
Send and receive
secure messages in
your Message Center.
Get
Personalized
Offers
You asked for upgrades to Online Banking—and we listened.
Now you’ll be able to
see information on
current promotions and
offers just for you, right
on your Home page.
Member to Member Transfers
Save other Members to whom you make frequent transfers,
and you won’t have to re-enter their account information
• Use your existing login and password
• Enjoy the same functionality you do today
• Try out new enhanced features, such as budget tools and online chat
each time. Just click on Add a Member under the Member
to Member box on the left side of the Member Home page.
Federally Insured by NCUA
Questions?
Call We’re here to help.
Call
800.462.8328
Call
800.462.8328
Call
800.462.8328, ext. 8900
800.462.8328
Click
Click
[email protected]
Email
Visita branch
Visit
aVisit
branch
aVisit
branch
Use this guide to help you get started when you visit our new website
at schoolsfirstfcu.org/pilot