Your Dashboard View

Enjoy a streamlined look and quick access to your finances with Online Banking.

Woman at desk writing on notepad near her laptop — Get a comprehensive view of all your accounts and memberships **on one convenient screen.** Watch Video

Get a comprehensive view of all your accounts and memberships **on one convenient screen.** Watch Video

Overview

When you log in to Online Banking, you may see more accounts than you did before. Now you can view and manage all accounts associated with your Credit Union membership(s) in one place—with one simple login. This includes your primary account(s) and any accounts on which you’re a joint owner.*

You’re also able to see and transact on all of your memberships without having to log in to each individual membership.

On your dashboard, you can:

See all accounts with a single login
Transfer funds easily between your memberships
See account balances across all of your memberships
Organize the accounts so it's convenient for you
Set up budgets across all of your membership accounts

You can also customize your dashboard, providing quick access to your favorite features. And managing and tracking your budget is easier than ever with our budgeting tool.

If you’re a joint account holder, we strongly recommend creating your own Login ID and password. That way, you’ll see your individual and jointly-owned accounts in one place, and not just the accounts tied to the primary account holder. Watch this video to learn how.

Have questions about the new dashboard? Watch our video or check out the Frequently Asked Questions.

*Does not include Trust and Custodial Accounts, Business/Organization Accounts, Uniform Transfer of Minor Accounts (UTMA).

FAQs

I'm a joint on my spouse's account. Why should I now create my own Login ID and password?

By creating your own Login ID and password, you’ll be able to see your individual accounts and accounts that you jointly own on all in one place.

Another benefit of creating your own Login ID is that all settings will be specific to you. You can establish your own account alerts and receive direct updates and communications from the Credit Union.

What will joint account holders see if they continue to log in using the primary account holder’s Login ID and password?

If using the primary account holder’s Login ID and password, a joint account holder will see the account on which they’re a joint, and they’ll also see ALL the accounts tied to the primary account holder. This means the joint will have access to any account visible.

Joint owners will NOT see:

Their own individual accounts, unless they’re jointly owned by the primary
Their own credit card, unless it’s jointly owned by the primary
Any of their loans unless the primary is a co-borrower

Joint account holders will be able to establish their own Login ID and password. By doing this, they’ll be able to see their individual accounts and jointly-owned accounts in one place.

What does the term “widget” refer to in Online Banking?

Widgets are icons identifying a specific function within Online Banking. For example, some of the default widgets on the left side of your dashboard are Accounts, Transfers, and Bill Pay.

Can I customize the widgets I see on my Online Banking dashboard?

Yes, you can select favorite widgets to appear on your dashboard. To do this:

On the dashboard, hover over your username in the upper right corner of the screen, and click Settings from the menu that appears.
On the Settings page, click the Widgets tab:
- The first icons (or ‘widgets’) that you see listed are your Favorites. They will have a yellow star next to them. These are the widgets that appear in the left navigation of your dashboard.
- You can have a maximum of five Favorites that appear in your left navigation.
- If you already have five Favorites selected, and you’d like to add a new one, you must first unselect one of the current Favorites. To do this, click on the yellow star next to the widget you’d like to unselect.
- Your updated Favorites will now appear in your left navigation. All other widgets are still accessible by clicking the More icon below your Favorites.
To change the order of your selected Favorites, click the green Reorder Favorites button located near the upper right corner of the page. You can then drag and drop within your Favorites to place them in the order you prefer.

Can I add accounts from other financial institutions to my new Online Banking dashboard?

Yes! A great benefit of the new Online Banking is that you can now see all of your accounts—even those at other financial institutions—in one convenient dashboard. We call this an aggregate account view. To link external accounts:

From your dashboard, hover over your Login ID and click Settings.
From the Settings page, click the Accounts tab.
Click the option to Link an External Account.
You will see a summary of our ACH Transfer Policy. Click I Agree and then Continue.
Next, choose which type of access you’d like to have. In order to view an external account on your dashboard, you must choose the View Only option.
You’ll be prompted to search for the name of your external financial institution. Once the institution is selected, verify your identity by providing the login credentials for the other financial institution. When finished, click Connect.
If your identity is successfully verified, you’ll see the accounts that are associated with the credentials you provided. They will be listed at the bottom of your account dashboard under a section labeled “External Accounts”.