Viewing Account Information

Viewing all of your share and loan accounts

To view all of your share and loan accounts select the "Loans/New Accounts" on the left-hand side of the page.

Linking your accounts

Linking accounts allows you to combine separate accounts under one username. When accounts are linked, you’ll see all linked accounts on the account summary screen. You can also transfer funds between each linked account. Linking accounts gives you full access to every account you are linked with.

Limiting the number of accounts that are visible on the account summary screen (home page)

You can choose what accounts are visible on your Dashboard. Select the gear icon located on the Dashboard page, you can then select the accounts you would like to appear on your dashboard. You must select at least one account.

Changing the name of your accounts

Adding an account from another financial institution

Viewing the funds available on your account

You can view the available funds on your account from your Dashboard. You can also view these funds by selecting the "Accounts" tab on the left-hand side of the page.

Viewing transactions that have not yet cleared your account

You can view pending transactions within your account by going to the "Accounts" tab on the left-hand side of the page. You will be able to see pending and posted transactions.

Difference between the available amount and the balance amount

For deposit accounts, the available balance is the difference between the actual balance and any holds. For loan accounts, the balance is the balance of your loan, excluding any accured intrest.

Showing and hiding assets and liabilities in the Account Summary screen

You can show or hide the assets and liabilities section on the Account Summary screen by clicking on the “Options” link located in the upper-right corner of the Account Summary screen. When the menu appears, click on the “Show Assets and Liabilities” option.

Notifications

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