Online Banking Overview: Robins Financial Credit Union
Robins Financial is committed to make
banking more convenient than ever. This video will give you an overview of
online banking with a quick look at how to find things, and some of the major
features. Go ahead and sign in to your account at robinsfcu.org and we’ll
get started. Alright, once you’ve signed in you’ll see your account summary page.
Right in the middle you’ll see an overview of any accounts you currently
have. Want to reorganize? Its easy to click on any account and drag to a
new spot to rearrange. If you click on one account like your checking account this page will show you all the
transaction history on the account. You can you check images, direct deposits, debit card transactions
or any other activity on your account. In order to get back to your account
summary screen click the home button at the top of the navigation buttons on the
left. Now let’s take a closer look at the
navigation buttons on the left side as that will be your primary way to get
around. Just under the home button you’ll see transactions and history. Go ahead and click on this to expand the
menu and see more options. Here you will find some common transactions you may
use for your accounts. Transferring funds, making a payment, member to member
transfers and more. Finally click on online activity center. Within the activity center you can
filter your history of online banking transactions by date, account, type of
transaction, status of transaction, amount and more. Note that if you want to see a
complete list of all transactions and not just online banking transactions you
should click on home to go to the account summary page and then select the account whose transactions you wish to view. Next click on the self-service options.
If you move, get a new phone number, or have other changes you’ll need to update
your contact preferences. That’s easy to do with this first button.
Simply update your info on the form provided and click Submit. If you want to
nickname your accounts you can do this when you click account preferences. Nicknames can also be applied on the home screen for easy organization. To change
your login password click security preferences. Other options in this
section include ordering checks, loan payoffs, skipping a payment, activating a card, or reporting the lost or stolen card. If you need to find the location of
a Robins Financial Credit Union branch, just click on the branches button. You mayneed to give permission for your computer to share your location and then
you’ll see a map with the nearest branches on it. This feature is really helpful in the
mobile app because you can then navigate to your selected location right from your
phone. And that is the quick overview of online banking. Remember you can do this on your phone tablet or PC anytime, anywhere. For more info on many of the features
you glimpse today be sure to check out other videos in this series Thanks for watching. For more information call click or visit any of our branch locations.