Digital Banking Video Tutorials

Welcome to the accounts overview tutorial for the mobile banking app. In this guide, we'll walk you through the steps to access your balances and transaction history with ease.

Begin by signing into the mobile app using your credentials. Once logged in, you'll be directed to the home screen. Navigate to the Accounts Screen. Here, you'll find a list of your accounts. Choose the one for which you want to review transactions. Once you've selected your account, you'll see a detailed overview of your balance and the most recent transactions. It's a quick snapshot of your financial standing.

To search for a specific transaction, tap the magnifying glass in the upper right corner. From here, you can enter transaction details or choose to view all deposits, checks, or withdrawals.

And there you have it! Quick and easy access to your balances and transaction history. For more tutorials and tips, check our Media Library in the Digital Banking Tutorials section.

Identifying your Routing and Account Number is crucial, whether you're setting up a direct deposit or making online payments. Let's walk through the steps to find this information on your Mobile App.

Begin by signing into the mobile app using your credentials. Once logged in, you'll be directed to the home screen.

From the Home screen, navigate to the 'Accounts' screen. Here, choose the checking or savings account that you need for deposits or payments.

In the upper right corner, select 'Show Details.' This will provide you with more information about the selected account.

Here, you'll find the ACH Account Number for the account you selected. The Routing Number for the credit union is located at the bottom of this page. These are the numbers you'll need for setting up direct deposits or electronic payments.

And there you have it! Your Routing and Account Numbers are just a few taps away. For more tutorials and tips, check our Media Library in the Digital Banking Tutorials section.

Making transfers with your Credit Union accounts is a breeze, and it's one of the most common tasks you'll perform. Whether it's moving funds between your accounts, making loan payments, or transferring to another institution or member, we’ve got you covered. Let's look at the steps to make a simple transfer using the USF CU Mobile App."

From the Home screen, select 'Transfers,' from the menu at the bottom, and then choose 'Make a Transfer.’

Select the 'From Account' drop-down and choose the account you're transferring funds from. Then, select the 'To Account' drop-down for the destination of your funds.

Enter the amount of the transfer payment. You can also change the submission date by selecting the calendar icon if the pre-populated date doesn't suit your needs.

Optionally, enter a note in the memo section to add details. Once you're ready, select 'Review Transfer.'

Ensure the transfer details are accurate in the review section, then select 'Submit Transfer.'

It’s that simple! Your transfer is complete. To transfer to an external account, review the Add Account video in the Digital Banking Tutorial section.

Managing your finances gets even more convenient with the ability to add external accounts using the Mobile App. Let's walk through the steps to seamlessly connect your accounts for easy transfers.

From the home screen, select 'Transfers’ from the bottom menu.

Swipe left at 'Make a Transfer' option to access additional functions, and then select 'Add Account.

To connect your account at another financial institution, choose 'Instantly Add External Account' from the list. Follow the prompts to enter your account credentials, select the accounts you want to link for transfer, and then submit. Each institution may have a slightly different process and authentication level, but just follow the prompts to complete.

Once completed, any new accounts will be available in the drop-down list when requesting a transfer.

As you can see, adding external accounts is quick and easy. For more information, explore our Media Library in the Digital Banking Tutorial section.

Streamlining your bill payments has never been easier with the 'Add and Manage Payees' feature in the Mobile App. Let's review the steps to simplify your bill-paying process.

From the Home screen, select 'Bill Pay' from the bottom menu.

If it's your first time using Bill Pay, you'll need to review and accept the Bill Pay Disclosure.

Swipe left at 'Make a Payment' option to access additional functions, and then select 'Add and Manage Payees.'

In the lower right corner, tap the plus sign. Select whether you are paying a business or a person and enter the required information to continue.

Once completed, this payee will be available to make payments or manage the payee's information.

With Bill Pay, adding and managing payees is a breeze. For more information, explore our Media Library in the Digital Banking Tutorial section.

Making payments with the Mobile App is quick and convenient. Let's walk through the steps to pay your bills seamlessly.

From the Home Screen, select 'Bill Pay' From the bottom menu.

If it's your first time using Bill Pay, you'll need to review and accept the Bill Pay Disclosure and add a payee before making any payments.

Select 'Make a Payment' and choose the payee from the list. Enter the required details and select 'Continue to Summary' to review the payment.

Once you've reviewed everything and confirmed the details, select 'Pay Bill.'

Making a payment is as simple as that. For more information, explore our Media Library in the Digital Banking Tutorial section.

You can deposit your paper checks effortlessly with the USF Credit Union Mobile App. It's like having a branch in the palm of your hands. Let's review this simple and convenient process.

From the Home Screen, select 'Deposit' from the bottom menu.

Review the disclosure for posting times, potential hold details, and check retention recommendations, and then proceed.

Select the account you want to deposit your check into from the Deposit Account drop-down menu. Then enter the amount of the check in the Deposit Amount section. If your check is written for more than your daily limit listed, please send us a secure message or give us a call.

Now, capture the front and the back of your check. When capturing the images, please ensure the check is laid flat against a contrasting background, and make sure that the back of the check has been properly endorsed.

Completing a mobile deposit saves time and conveniently allows you to manage check deposits on your schedule, day, or night. For more information, explore our Media Library in the Digital Banking Tutorial section.

Let's walk through the steps to set up alerts and receive notifications about the account details that matter most to you.

Start by selecting 'More' from the bottom menu.

Expand 'Accounts' and select 'Alerts.'

Here, you can select the category of alerts you would like to set up. For example, selecting 'Accounts' gives you the option to manage alerts for each individual alert type, while 'Authentication' is a single alert to notify you each time you log into online banking.

Once you select an alert, you have three options for notification.

a. SMS – Choose this option to receive notifications from the available phone numbers you have enabled text messaging for.

b. Email – Choose this option to receive email notifications from any email address you have on file.

c. Push – Choose this option to receive alerts to a registered device directly to your mobile app. Note that this feature requires notifications to be turned on in your device. These preferences are managed in the Contact section of the Settings widget.

At USF Credit Union, we believe in keeping you connected. Explore the app, set up your alerts, and stay informed. For more information, explore our Media Library in the Digital Banking Tutorial section.

Take control of your cards with the USF CU Mobile App. Let's guide you through the steps to manage your debit or credit cards effortlessly.

Start by selecting 'More' from the bottom menu.

Expand 'Accounts' and select 'Card Management.'

Here, you can swipe between any debit or credit cards you have. Scroll down to explore the settings and controls each card offers.

Some useful features include blocking and unblocking your card, setting up alerts via email or text, card replacement options, travel notifications, and more.

For more information on managing your cards, explore our Media Library in the Digital Banking Tutorial section.

Accessing and managing your statements is a breeze with the mobile app. Let's guide you through the steps to access your account statements, credit card statements, and annual tax forms in the mobile app.

Begin by selecting 'More' from the bottom menu.

Expand 'Accounts' and select 'Statements.'"

To enroll in eStatements or update your paper or electronic preferences, select 'Settings' in the upper right corner.

Choose the statement type you would like to manage.

The screen will display your current preference selection, indicating whether you've chosen paper or online statements.

If you need to make changes, select the new delivery method. Then, select 'Continue' in the upper right corner. Review the disclosure, select the 'I Agree' checkbox to accept, and click 'Save' in the upper right corner to confirm your changes.

Once enrolled, you can begin to view your statements right in the mobile app.

For more information on other mobile banking features, explore our Media Library in the Digital Banking Tutorial section.

Customizing your banking experience is easy and convenient in the Mobile App. Let's explore how to access and manage your settings, ensuring your preferences are just the way you want them.

Begin by selecting 'More' from the bottom menu.

To access Settings, there are three options:

• Directly from the Utilities listing below the menu groups,
• By expanding 'Services & Settings' and selecting 'Settings,'
• Or by selecting your profile icon in the upper right corner (from anywhere in the app) to bring up a short menu with the option to go to settings or log out.

Once in Settings, you'll have the option to manage a variety of items.

Key items include setting up biometrics for your device to make the sign-in process faster and easier, and reviewing your contact information periodically to ensure everything is up to date and accurate.

In the Settings menu, you can customize many features. Let’s review some of the highlights.

- In Accounts, you can establish account nicknames, assign color customization, or hide accounts from view.

- In Alerts you can customize the types of activity you want to monitor closely and choose your preferred method of notification.

- In Biometrics you can enable or disable facial or fingertip recognition for faster login access.

- In Contact you can update your address, phone numbers and email. Tap on your mobile phone number to enable your phone to receive text messages.

- In Profile you can edit your photo, nickname and time zone, as well as view your member ID number.

- In Security, you can update your password.

- In Snapshot you can enable or disable a summary of balances that can be viewed without logging in to the app.

- And if you need to delete your mobile baking profile, selecting 'Delete Account' will direct you to contact us for assistance with that request.

At USF Credit Union, your mobile banking experience is a top priority. Explore the app, tailor your settings, and enjoy the flexibility of digital banking your way. For more information, check out our Digital Banking Tutorial section for additional videos.