Online Banking FAQ

General Help

How do I place a stop payment on a check in Online Banking?

Once logged in to Online Banking, select the Stop Payment link under the Services tab. Choose whether you would like place the stop on a single check or multiple checks. Enter and save the rest of the check information and click Send Request.

 

More information about stop payments

  • Stop payments are not guaranteed, however we will make every attempt to honor your request.
  • If the item was transmitted electronically, or if the check is in process we will not be able to stop the item.
  • The stop payment will remain in effect for six months.
  • There is a stop payment fee. For fee information for your account, please refer our Fee Schedule.
  • If you are attempting to stop payment on a check made through our bill pay service, a lost/stolen check, a temporary check, or an ACH debit, please Contact Us.

How do I view transactions from a specific date range?

For account transaction history, click the account name to view the Account Details screen. Select Show Filters to then filter your account history by date.

How do I see my cleared checks?

To view cleared checks, click the account name to view the Account Details screen. Select Show Filters to filter by cleared checks. Then click the Check Icon within the transaction description.

How do I Reorder Checks?

Click on the Services tab and then select Reorder Checks. You will be redirected to our check vendor’s website to complete your order. If you receive an error page please contact your local branch or call our Member Service Center at (888) 982-1400.

Reorder Checks (PDF) instructions.

How do I add or change my Account Nicknames in online banking?

Click on the Settings tab.  Select Account Preferences and make the desired changes.  Click Submit at the bottom of the page when finished.

Add or Change Account Nicknames (PDF)

How do I change my Challenge code?

Click on the Settings tab and then select Security Preferences.  Choose the Challenge Code option to change your challenge code.

Setup or Change Your Security Preferences (PDF) instructions.

How do I change my password?

Click on the Settings tab and then select Security Preferences.  Choose the Change Password option to change your password.

Setup or Change Your Security Preferences (PDF) instructions.

Why is it saying I reached my limit when I am trying to make this transfer when it is coming out of my checking not savings?

For security purposes in Online Banking, there are transfer limits set on a per day/month basis.

  • Transfers Allowed Per Day Limit
  • Transfer Dollar Amount Per Day Limit
  • Transfers Allowed Per Month Limit
  • Transfer Dollar Amount Per Month Limit

 

Note: These limits are also subject to the type of Membership, i.e. Business, Trusts, Rep Payee, etc.

How do I set up a recurring transfer?

Click on the Transactions tab and choose Funds Transfer. Complete the options for the funds transfer and then be sure to select the check box next to Make this a recurring transaction.  Select the Frequency and submit the transfer.

Transfer Funds (PDF) instructions.

How do I complete a member to member transfer?

Click on the Transactions tab and choose Member to Member. To begin, select one of the options to either make a single transfer to another member, or Quick Link a member’s account for later use. Click Submit.  Enter the transfer information in the spaces provided. Click Submit.

Member to Member Transfer (PDF) instructions.

How long will it take for an external transfer to be received?

External transfers are processed at 3:00pm (ET) each business day. Please allow 3-4 business days for external transfers to be completed.

Can I transfer funds between UFCU and an account at another financial institution?

Yes, to begin you must add the external account. Click on the Services tab and choose Add External Account. Then follow the instructions provided on the page.

 

Note: The Add External Account process is a two-step process over a period of a few days. Please click on the link below and follow the instructions to complete the setup of an External Account.

 

Adding External Accounts (PDF)

How do I change my Secure Delivery Contact Information?

Click on the Settings tab and choose Security Preferences. Choose the Secure Delivery option to change your contact information.

Setup or Change Your Security Preferences (PDF) instructions.

How do I login to Online Banking?

If you have never used Online Banking you will need to go through our online enrollment process. Enroll Now.

 

Technical Help

Nothing happens when I click on the magnifying glass?

If you click on the magnifying glass and nothing happens, a pop-up blocker could be blocking the statement from loading. Follow the instructions below to change your pop-up blocker settings.

Adding Pop-Up Blocker Exceptions

 

Adobe Reader is also required to view statements. If you do not have Adobe Reader or it is not working correctly, follow the link below to download and install the latest version of Adobe Reader.

Adobe Reader Download

Check Reorder will not open when I click on it

Check reorder requires pop-ups to be enabled or an exception to be added to your pop-up blocker settings. If the check reorder window does not load, this is the most likely cause. To add a pop-up blocker exception, follow the instructions below.

Adding Pop-Up Blocker Exceptions

Why do I get an error message when I click on reorder checks?

Some browser security settings will block the connection between UFCU and Harland Clarke (UFCU’s check provider). To allow this connection, exceptions will need to be added to your browser’s settings. Follow the instructions below to enable third-party cookie exceptions for your browser.

Adding Third-Party Cookie Exceptions

Why am I unable to View CardPerksTM Rewards?

CardPerks Rewards requires your computer’s pop-ups to be enabled or an exception to be added to your pop-up blocker settings. If CardPerks Rewards does not load, this is the most likely cause. To add a pop-up blocker exception, follow the instructions below.

Adding Pop-Up Blocker Exceptions

You are not authorized to use this system?

If you receive an error “You are not authorized to use this system” it means you are not allowing third-party cookies in your browser. Follow the instructions below to enable third-party cookie exceptions for your browser to correct the error.

Adding Third-Party Cookie Exceptions