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Online Banking

Alerts User Guide

Alerts

Within your Online Banking, you can set up account related alerts. The alert will be sent to your email address.

View and Set Alerts

To set up and view alerts for your CCU Account, follow these steps:

Steps

  1. Log into your Online Banking. Select Settings -> Alerts.
  2. You can view all your alerts here. Just click the alert type and all the available alerts will expand.
  3. To set an Alert, there are many options to choose from under +New Alert. After choosing an Alert type you will be directed to the next screen.

Screen capture displays image of button highlighting area to select settings and new alerts

Alert Types and Their Functions:

Reminder Alert 

This alert will deliver a message of your choice on the date of your choice.

Steps

  1. Click +New Alert, then click Reminder
    Screen capture displays image of button highlighting area to select reminder alert
  2. Select an Event type, select a date, click the checkbox for Recurs Every Year, enter in the message and select an Alert Delivery Method. Depending on the selected Alert Delivery Method, fill out additional field if required. 
  3. Create Alert.
    Screen capture displays image highlighting areas to select events, select a date, recurs every year checkbox, message, alert delivery method, email address and create alert button

Account Alert

The Account Alert option allows you to receive an alert on any account or loan you have with CCU. You can choose to receive an alert regarding your YTD Interest, Available Balance or Current Balance, and if the balance drops below or exceeds a dollar threshold that you choose.

Steps

  1. Select Account Alert.
    Screen capture displays image of button highlighting area to select new account alert
  2. Select Account, Account Balance Type, Amount and Alert Delivery Method. Depending on Alert Delivery Method, fill out additional field if required.
  3. Click Create Alert.
    Screen capture displays image of button highlighting area to select account, account balance type, account, alert delivery method, country, sms text number, agree to terms checkbox and create alert button

History Alert

The History Alert will send you an alert when a transaction type of your choice happens on an account of your choice. 

Steps

  1. Select History Alert.
    Screen capture displays image of button highlighting area to select history account alert
  2. Choose the Transaction Type, Amount, Account and Delivery Method. Depending on Alert Delivery Method, fill out additional field if required.
  3. Click Create Alert.
    Screen capture displays image highlighting area to select transaction type, amount, account, alert delivery method and create alert button

Online Transaction Alert

You can receive an alert for different types of transactions that process within an account.

Steps

  1. Select Online Transaction Alert.
    Screen capture displays image of button highlighting area to select online transaction alert
  2. Select Transaction, Account, Status and Alert Delivery Method. Depending on Alert Delivery Method, fill out additional field if required.
  3. Select Create Alert.
    Screen capture displays image highlighting area to select transaction, account, status, alert delivery method, country, phone number and create alert button

Edit Alerts

Steps

  1. Select Settings, then click Alerts
    Screen capture displays image highlighting area to select settings and alerts
  2. Select Edit on the Alert you would like to update
    Screen capture displays image of button highlighting area to select edit history alerts
  3. Make any updates i.e. changing the account, amount, delivery method type or delivery method number/email. Then click Save.
    Screen capture displays image highlighting area to save history alert
  4. Once saved, you will receive a confirmation notice.
    Screen capture displays image confirming alert has been saved

Delete Alert

Steps

  1. To delete an alert, click Edit on the alert.
    Screen capture displays image of button highlighting area to edit history alert
  2. Click Delete on the bottom of the page.
    Screen capture displays image of button highlighting area to delete history alert
  3. A window will pop up asking to confirm you want to delete the chosen alert. Click Confirm to continue.
    Screen capture displays image of button highlighting area to select to confirm deleting alert
  4. A confirmation window will pop up confirming the alert has been deleted.
    Screen capture displays image showing delete alert confirmation