Mobile Banking Walkthrough for iPhone - DCU · 2019. 8. 22. · Mobile PC Branch App for iPhone...

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Mobile PC Branch App for iPhone Walkthrough iPhone Main Screen 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

Transcript of Mobile Banking Walkthrough for iPhone - DCU · 2019. 8. 22. · Mobile PC Branch App for iPhone...

Page 1: Mobile Banking Walkthrough for iPhone - DCU · 2019. 8. 22. · Mobile PC Branch App for iPhone Walkthrough iPhone Main Screen Main Page Selectthe Contact Us link to see the various

             

 

 

     

      

    

                              

                    

  

                    

Mobile PC Branch App for iPhone Walkthrough

iPhone Main Screen

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

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Account Login

1. Enter  member  number  in  1st  text  box   2. Enter  Password  in  2nd  text  box   3. If  you  would  like  the  app  to  remember 

your  member  number,  you  can  select  that  option.   

 4. Select  Done  after  inputting  this  

information  

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

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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.

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.

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Transfer From

Selecting the Transfer From option on the Account Details page will allow you to choose the Destination Account.

Transfer From: Enter Amount

Selecting the Destination Account will bring you to the next section where you input the amount of the transfer. You can verify the Source Account and Destination Account by looking beneath the Amount boxes.

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Verify Transaction

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

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” link on the Main Page once you are logged in to the App.

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E‐mail Update

Here you can update your e‐mail address

Phone Update

Here you can update your phone numbers

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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

Biller Detail

Tap the + button in the upper right hand corner 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.

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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”

Add Payment: Set payment

Once you have selected the appropriate payment information, tap “Set Payment” to schedule your bill payer payment.

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Deleting a pending payment

Payments can be deleted by “swiping” the pending payment line and tapping delete.

Bill Pay Reminders

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

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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

Deposit: Enter Amount

Enter the amount of the check. If you are unsure of which account you selected for the deposit, it is displayed in the “Deposit To” box.

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Deposit: Capture Front Check Image

Press the Green camera button at the center of the screen to begin capturing the Front Check Image

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.

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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.   When  you  have  verified  the  image,  press  the  Next  button  in  the  top  right  corner  of  the  screen.  

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  Camera  icon  in  the  center  of  the  screen  

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Deposit: Capture Back Image

Follow the same steps for the Front Image with the Back Image

Deposit: Capture Back Image

Once you have verified that the image is clear, press the Next button in the top right corner of the screen.

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Deposit: Verify & 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, select the Delete Deposit link at the bottom of the screen.

If everything is clear, press the Submit button in the top right corner of the screen.

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.

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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 Done in the top right corner when finished.

Deposit: Review

If a deposit is being held for review, it can be viewed.

Select the link to view the deposit held for review

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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.

Deposit: Review

The deposit will open as a PDF

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Messages

If you select “Messages” from the Options Menu at the bottom of the screen, you can view your Account Manager Inbox.