New Online Banking - First Time Login Guide

Step by Step Guide

(click here for a printer friendly version)
 

Additional Resources:
- New Online Banking Checklist
- First Time Login Guide
- Frequently Asked Questions
- Quicken and QuickBooks Guides 


1. Getting Started - Account Login:

 
 

2. Secure Identification:

  • Select your preferred Secure Access Code delivery method: phone call, text message or email.
    • Text and phone call methods are encouraged to avoid delayed delivery. If you use email it is recommended to add centralwcu.orgor Notifications@centralwcu.orgto your email safe senders list to avoid delivery to Junk Mail.
    • If you do not have access to any of the phone numbers or email addresses listed on this page you will not be able to continue until you gain access or call the Credit Union for assistance. Our phone number is listed at the end of this document.
  • Click Submit.
 
 

3. Enter Delivered Secure Access Code:

  • Do not close this page. If you accidentally close this page or need to use your web browser to check your email to receive a secure code, see instructions at the end of this document.
  • Wait for your code to be delivered. (5 to 30 seconds for phone calls and text messages. 5 seconds to 5 minutes for email depending on traffic levels and your email provider; check your Junk Mail folder.)
    • If you do not receive your code within the time frames listed above return to the prior page and repeat the process; try another delivery method if available.
  • Enter the Secure Access Code you received.
  • Click Submit.
 
 

4. Electronic Services Agreement:

  • Read the Electronic Services Agreement and Disclosure.
  • Click I Accept or I Decline (if you decline you will not be able to log into online banking).
 

 

5. Verify Your Online Profile:

  • Verify your online profile.
    • If any information is incorrect, update your information using the “Address Change” link once you have completed your online banking enrollment.
  • Click Submit.
 
 

6. Change Your Password:

  • Enter your new password (you may use your existing password as long as it meets our new password requirements).
  • Click Submit.
 
 

7. First Time Login Complete! Welcome to our new Online Banking!

 
 
 
 
Additional First Time Login help:
 

A. If you need to use your web browser to check email to retrieve your Secure Access Code:

 
  • Do not close the “Enter Secure Access Code” page; instead open a new Window or browser Tab. If you accidentally closed the Enter Secure Access Code page, see the help section below.

B: If you accidentally close the "Enter Secure Access Code" page or accidentally navigated back to the "Secure Identification" page:

 

  • If you accidentally closed the page where you enter your Secure Access Code, restart the login process, but choose “I already have a Secure Access Code” on the “Secure Identification” page.
  • If you accidentally navigated back to the “Secure Identification” page choose “I already have a Secure Access Code” and click Submit.
  • NOTE: Anytime you return to the “Secure Identification” page after you have already generated a Secure Access Code to your phone, text or email make sure you select “I already have a Secure Access Code” and click Submit. If you choose to generate a second or third Secure Access Code when you return to this page, all prior Secure Access Codes you generated will be invalid. Only the last Secure Access Code generatedwill be validated.
 
 
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