Online & Mobile Banking Pilot

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1 Online & Mobile Banking Pilot Welcome! Thank you for being a part of this important pilot program. As a participant, you will be an important part of test driving the experience before we release it to our members. We will be asking you to provide feedback and you may even be selected to participate in a usability session. In this packet you ll find: Registration How-to s BINGO card descriptions FAQ s BINGO 3 Ways to Win This packet includes BINGO card descriptions that will help guide you through the BINGO tasks. Note that BINGO is only available for Rivermark employees. 1. Score a BINGO win a gift card. Be one of the first 50 BINGO s completed before March 18 and you ll receive a $20 gift card. You can win up to 3 gift cards! See below 2. Team Lunch. You ll be assigned a team based on your location. The first team to announce that every member has completed at least one BINGO will win a catered lunch. 3. Grand Prize Watch. All pilot participants who complete a blackout before March 18 will be entered into a drawing to win an Apple or Android watch. Two Grand Prize winners. How to submit a BINGO Once you have completed a BINGO, please send an to bingo@rivermarkcu.org. Gift cards for winners will be distributed after March 18 and before April 1. Once you have a blackout (all spaces completed), scan or snap a photo of your card and send it to bingo@rivermarkcu.org. Let us know whether you d like to be in the drawing for the Apple or the Android watch. Even if you do not decide to go for blackout, please send us a scan or photo of your completed BINGO card. Feedback See an issue with functionality during testing? We need to know! Simply click the image on your sign in page and fill out the form. We re looking for feedback that improves the user experience. Note: We will have a list of known issues on our website. Please check this page before submitting any feedback.

2 Feedback (cont.) What We re Looking For Missing Accounts Broken Processes Incorrect Information What We re NOT Looking For Language suggestions Design suggestions Feature Enhancements Questions? Who to Contact: Employees - For support including lockouts and password resets, please call 411. The directory in Currents has been updated. For BINGO questions, please contact Marketing. Non-Employees Please OBAS@rivermarkcu.org. If you need additional support beyond lockouts and password resets, please include your phone number in the and someone will call you back.

3 QUICK START GUIDE One-Time Registration-Pilot REQUIRED REGISTRATION 1 All members are required to complete a one-time registration process in order to access the new Online and Mobile Banking system. Your will need your Member Number and the last 4 digits of your social security number to complete the registration. HOW TO GET STARTED 1. Go to registration page. Access using the link sent to you via . Accept the Terms and Conditions Create a new username and password. We recommend that joint owners create their own unique username and password. 3. Verify your contact information. The system will generate a verification code. Enter the code to authenticate your device. 4. Login. Go back to the login page and use your new username and password to access the system rivermarkcu.org

4 NEW Online & Mobile Banking ACCESS YOUR STATEMENT: Statements can be accessed by navigating to More and clicking E-Statements. COMPLETE YOUR SURVEY: Submit feedback using the Report Bugs Here button on the Pilot Sign In page. CREATE A BUDGET: Within FinanceWorks you can create a budget goal by clicking Goals and scrolling to Add a Budget Goal at the bottom of the page. You will need to agree to a disclosure. DOWNLOAD THE APP: The app is now specific to your device. Choose from Apple or Android versions. DEPOSIT A CHECK: Sign in to your mobile app and click Deposit Checks. You will need to agree to a disclosure. ENABLE AND ACCESS QUICK BALANCE: Quick Balance is a feature on mobile devices. Sign in to your app and enable Quick Balance in Settings. Once enabled, you will be able to scroll down on the sign in screen before signing in to see your last 5 transactions. Quick Balance Get your balance without having to log in. FUND AN ACCOUNT OR PAY A LOAN: Not to be confused with Bill Pay, these features can be found in the Move Money menu. HIDE/UNHIDE ACCOUNTS: Hide and unhide accounts by using the arrows in the upper right corner of your Accounts tab. Available on desktop only. PERFORM A CHAT SESSION: Go to Contact Us and click Chat. If the area is greyed out, Chat is unavailable. You have completed your BINGO requirement. PAY A BILL: Sign up for or log in to Bill Pay and schedule a payment. Unlike before, we will NOT be charging a $10 inactive Bill Pay fee. RENAME AN ACCOUNT: Rename accounts by clicking Account Options under the More menu. RESET YOUR PASSWORD: You can reset your password in My Settings under Login & Security. RUN A TREND REPORT: Within FinanceWorks, choose a time period and which trend you d like to track (Spending, Income or Savings). Charts will break down where you ve spent your money. SEARCH HISTORY: You can search your account history by clicking on your account name and using the Narrow by items containing box. SEND AN Send a secure to the Contact Center. Simply click Support, then Secure Support and Click here to send an .

5 NEW Online & Mobile Banking SEND A P2P PAYMENT: Currently desktop only. One of the upgrades of the new system is the ability to make a Person to Person payment. Navigate to Move Money and click Person to Person. You will need to register to get started with Popmoney. SET UP AN ALERT: To set up an alert go to More then Text Banking & Alerts and click the Add an Alert button. Choose whether to have an alert sent to your phone or . You may also select Manage mobile alerts at the top of your My Accounts screen on the dashboard. Person to Person Send money to anyone with a mobile number or . SET UP TEXT BANKING: Go to More then Text Banking & Alerts and click Start text banking now in the box on the right side of the page. A code will be sent to your phone. Once set up, you will be able to check your balance, see your last 5 transactions and transfer funds between accounts by sending simple text commands to SET UP AN EXTERNAL ACCOUNT: You can add accounts from other financial institutions to show up on your dashboard. Simply click Add Outside Accounts on the Outside Accounts widget. TRANSFER MONEY: Easily transfer money between your Rivermark accounts. Use the Move Money tab and click Make a Transfer. TRY MY CHECKING REWARDS WIDGET: The My Checking Rewards widget tells you if you have met the requirements in order to earn your maximum dividend. Click to the Previous Cycle tab to see what you earned the month before. USE QUICK PEEK: Quick Peek allows you to see transactions over the past 5 days. Simply click the Quick Peek button next to each account on the dashboard. TRY AUTO LOAN CALCULATOR: Simply adjust the slider to match your credit score to receive an estimated monthly payment. BIOMETRIC SIGN IN: Once you have downloaded the mobile app you will be able to opt into Touch ID or Eyeprint ID to sign in. Biometric Login Secure login with fingerprint or eyeprint.

6 Frequently Asked Questions Logging In How do I register for Online Banking? Follow the steps outlined on the One Time Registration Pilot Quick Start Guide. You will need your member number and last 4 digits of your social. You ll then create a username/password and verify your device. This is your link to register: How can I find my Member Number? Your member number can be found on your monthly statement or within the Online Banking Conversion Guide mailed to your home in late February. Can I register on a Mobile Device? Yes. Open the app and click Register. How do I access Online Banking? Once you are registered, you can access Online Banking using this link: Note that the Online Banking sign in from the public site will no longer work for you. How do I download the new app? If you have an Apple device, you will receive an with a link to download the app. Note that the link in the can only be used for one device. If you have an Android device, you will be sent specific instructions. Bill Pay Will Bill Pay information be transferred to the new system? Yes. Existing Bill Pay payees and scheduled payments will transfer to the new system. You will not need to set these up again. You will now have the ability to fund from any account associated with your membership number. Please note: If you currently have a joint account, Bill Pay information will be transferred to the primary owner. Only the primary owner will be able to access Bill Pay information set up in the previous system. Will I be charged a fee for signing up and not using Bill Pay? Is there a fee to use Bill Pay? You will not be charged a fee to use Bill Pay. We will no longer charge a $10 Inactive Bill Pay fee.

7 When will payments be taken out of my account? A: Electronic payments will be deducted from your account on the day the payment is due. Check payments will remain until the check is cashed by the payee. As a reminder, never schedule a payment unless you have the funds in your account to cover the payment. Accounts/Transfers Will my transaction history be available? Yes. Like now you will have 6 months of transaction history available and 18 months of past E- Statements available. Will my automatic Rivermark loan payment still be taken out on time? Yes. All Rivermark loan payments will continue as scheduled within the new system. Will recurring transfers migrate to the new system? Yes. Recurring transfers currently set up will still exist in the new system, with the exception of external transfers. You will need to set that up using Institution to Institution transfers. Will I be able to view checks in the new system? Yes. You will now be able to view checks on both mobile and desktop. Will my current account alerts transfer to the new system? No. You will need to set these up again. Can I change the order that my accounts show up on screen? On desktop, your checking accounts will always show up first, followed by your accounts in alphabetical order by name. You can rename the accounts to change the order. You cannot change the order of accounts in the mobile app. Additional Features How does the Eyeprint ID technology work? Is it secure? Eyeprint ID provides secure authentication with just a selfie. The authentication matches blood vessels in the user s eyes as a form of identification. It is secure, quick and contactless. What is Quick Balance and how does it work? Quick Balance allows you to see your account balance and latest five transactions without having to log in to your mobile app. You can opt in or out of Quick Balance in the Settings section of your mobile app. Q: How do I change the name of my accounts? In desktop you can change the name of your accounts by clicking More and Account Options. On Apple mobile app select Name Account on the More menu. On Android mobile app select Name Account on the main menu.

8 Q: I am a Quicken/Quickbooks user. Will I be affected? A: Yes. You will need to deactive your account and reactivate it using Rivermark New for Quicken or Rivermark Quickbooks New. These will be available until March 23. Visit rivermarkcu.org/quicken for reference.