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eDocuments User Guide

eDocuments are an online service which stores electronic documents from CCU, such as eStatements and eNotices. This service is provided at no charge to CCU Members. Enrolling in eDocuments allows you to receive your monthly statement or account notices quicker and safer than a mailed document.

To enroll in eDocuments

Log into your online banking and follow these steps: Services -> eDocuments

Screen capture showing services and eDocuments links

eDocuments can also be found on your online banking Home Page under View Accounts -> Account Summary -> Quick Links -> eDocuments.

Screen capture showing eDocuments link under the quicklinks section

Please note: This page opens a pop-up window. If your web browser has a pop-up blocker, please disable it temporarily to allow pop-ups.

To register, enter your email address or mobile phone number into the top box under Notification Preference. All of the boxes will fill in automatically with your email address or mobile phone number. The Notification Preference is where you will be alerted that you have an eStatement or eNotice ready to view.

Screen capture showing eDocuments enrollment confirmation

Scroll down, enter the image verification number shown.

Screen capture of statement number verification

Read and accept the Disclosure and Consent. Check the box that you access the conditions. Register.

Screen capture of the disclosure and register button

Your accounts are now enrolled in eDocuments.

Being enrolled in eDocuments means that all monthly/quarterly account statements and notices will be held in the eDocument portal. You will receive an email to the email address or a text alert to the mobile phone number entered anytime a statement or notice is sent to you and ready to view.

eDocuments will house the last 18 months of account eStatements and eNotices.

To change your Notification Preferences, select My Profile in the top blue banner.

edocument user guide

Enter the email address or phone number to receive a text message to. At the bottom of the page, select Save to confirm your new Notification Preferences.

Screen capture of profile and notification updates

Screen capture of save button

You will receive a message stating your Profile has been updated. Your document alerts will now be sent to your new Notification Preference.

My Profile Profile updated

Mortgage eDocuments

 

Members with a CCU mortgage can also elect to receive their mortgage statements and notices sent to them via their eDocument portal. To enroll in eDocuments for your CCU mortgage, please log into your Online Banking and follow these steps:

 

Services -> eDocuments

Screen capture showing services and eDocuments links

Once you select eDocuments, the registration page will be displayed. If you have more than one mortgage product with Consumers, you can elect to receive electronic documents for each of them. In this example, the Member has 2 mortgage accounts that can receive eDocuments. The loan number that you are enrolling currently is listed in green text stating “Confirm Mortgage Registration for Account #”. Once you have elected for paper or eDocuments for the first loan, the second will populate on the screen.

To enroll in mortgage eDocuments, choose your notification preference. You may choose to enter your email address or phone number to receive a text message in the boxes next to Mortgage Notices and Mortgage Statement. The notification preference entered is where the notification will be sent alerting you there is an eDocument ready to view. Please read the disclosure and mark I Accept at the bottom of the page. Submit.

Screen capture of mortgage eDocument registration confirmation

Once your notification preference has been entered and the conditions have been accepted, you are now enrolled in Mortgage eDocuments. You will receive a notification when there is an electronic document ready to view.

To view your Mortgage eDocuments, log into your online banking -> Services -> eDocuments. Your mortgage documents will be listed next to the date the document was issued.

If you have another mortgage loan with CCU, the next Account number registration page will be displayed. Each loan must be enrolled individually.

If you would like to continue to receive paper mortgage statements and notices and opt out of electronic documents, checkmark the paper option and select I Opt Out at the bottom of the screen. Submit.

Screen capture showing mortgage registration opt-out and submit button

Once opted out, you will continue to receive paper statements and notices from CCU regarding this mortgage loan.

If you have another mortgage loan with CCU, the next Account number registration page will be displayed. Each loan must be enrolled individually.

If you have enrolled in Mortgage eDocuments, and would like to change your preference back to paper documents, simply log into your online banking -> Services -> eDocuments.

Select the Paper option and Save your changes. This change can be made at any time.

Screen capture showing paper notification option and save button

Accessing eDocuments through CCU’s Mobile App

Once enrolled in eDocuments, you can view the last 18 months of account statements and notices from CCU. To access eDocuments on your smartphone, download the Consumers Credit Union-Illinois application to your iPhone or Android device.

Log into your Online Banking Profile and select eDocuments from the Main Menu. You will be directed to your electronic documents.

Screen capture showing eDocuments link

Select on the Document Type next to the Doc Date you would like to view.

edocument user guide