Mobile PC Branch App for ipad Walkthrough

Transcription

1 Mobile PC Branch App for ipad Walkthrough ipad Main Screen

2 Main Page Select the Contact Us link to see the various ways of getting in touch with DCU Select the Rates link to view rates on all our products Select the Branch/ATM Locator link to find DCU Branches and ATMs

3 Account Login 1. Enter member number in 1 st text box 2. Enter Password in 2 nd text box 3. If you would like the app to remember your member number, you can select that option. 4. Select Login after inputting this information

4 Account Summary You can view the balance information on all your accounts on this page. Please note, Joint Accounts are listed after all Primary Accounts

5 Account Details After selecting an account from the Account Summary Page, you will be brought to the Account Details page. Here, you will be presented with more information on that account and have the option of viewing Recent Transactions or performing a transfer.

6 Recent Transactions When you select the Recent Transactions link from the Account Details page, you will be shown the history for that account. This page will display the most recent 50 Transactions in the past 90 Days.

7 Transfers Selecting the Transfers option on the Account Details page will allow you to make a transfer. Input the dollar amount of the deposit, select the Source and Destination accounts and tap submit.

8 Verify Transaction Select Yes if everything is correct and select No if any changes need to be made.

9 My Profile You have the ability to update your E mail Address or Phone Numbers. This section can be accessed by selecting the My Profile box at the bottom of the screen.

10 E mail Update Here you can update your e mail address

11 Phone Update Here you can update your phone numbers

12 Bill Payer Bill Payer can be accessed by tapping the Pay Bills box at the bottom of the screen. You can view biller information, as well as schedule, edit or cancel a bill payer payment. Tapping on a biller name from this screen will bring you to the details for that biller

13 Biller Detail Tap the Make a Payment button to schedule a payment. Tap the account number field to view the biller details. Tap any of the recent or pending payments to view the details of that payment.

14 Add Payment When adding a payment you can input the payment amount, add an optional memo, and select a payment date. Tap on the due by field to enable you to select a payment date. The payment date wheel will pre fill the first available payment date for that biller. Once you have selected a payment date tap Done

15 Add Payment: Set payment Once you have selected the appropriate payment information, tap Set Payment to schedule your bill payer payment.

16 Deleting a pending payment Payments can be deleted by swiping the pending payment line and tapping delete.

17 Bill Pay Reminders Reminders that are set up on the desktop version of Bill Payer will be visible on the app.

18 Deposit: Select Account If you would like to deposit a check into your DCU account, select the Deposit box at the bottom of the screen. Select the Destination Account for the Deposit Enter the amount of the check. Press the Green Take Photo button on the right side of the screen to begin capturing the Front Check Image

19 Deposit: Capture Front Check Image When taking an image of the check, placing the check on a dark background will help take a better image. Also, please be aware that the app is sensitive to shadows. When you have the check positioned correctly within the green lines, press the Camera Button.

20 Deposit: Capture Front Check Image After capturing the image, verify that the image is clear. Shadows will show up as dark areas on the image. If the image isn t clear, you may need to retake the image.

21 Deposit: Endorse & Capture Back Check Image Endorse the back of the check with the following information: Signature DCU Membership Number Account Number For Deposit Only at Digital Federal Credit Union, via dcu.org, on mm/dd/yyyy Select the Green Take Photo icon button on the right side of the screen to begin capturing the Back Check Image

22 Deposit: Capture Back Image Follow the same steps for the Front Image with the Back Image

23 Submit Deposit If there are any errors with the images, this screen will list those errors. If for any reason you want to delete the deposit without submitting it, swipe each check image displayed and delete them. If everything is correct, press the Submit Deposit button at the bottom of the screen.

24 Deposit: Processing Deposit After pressing the Submit button on the previous screen, the deposit will be processed. This process can take some time so do not become concerned if it is not instantly processed.

25 Deposit: Success If there weren t any image errors, the deposit will be processed and you will presented with this screen. If the item is held for review, you will receive e mail notification when your deposit has been completely processed. Select Close in the top right corner when finished.

26 Deposit: Review If a deposit is being held for review, it can be viewed. Select the link in the top left corner to view the deposit held for review

27 Deposits Held For Review After selecting the link from the previous screen, you will be brought to a listing of all pending deposits. Here you can select the deposit that you would like to review.

28 Deposit: Review The deposit will open as a PDF

29 Messages If you select Messages from the Options Menu at the bottom of the screen, you can view your Message Center messages