Roles
This role shows ownership of funds & signifies who will pay taxes
Tax Reported Owner
This person can request another person be added to their account
This system is used to look at previous check by searching with account and routing number.
iCheck
This menu option will fully exit from Online banking and is often the best method for troubleshooting issues
Log Off
This Document is completed and needs to be signed by all current owners and owners being added to the account.
Consumer Signature Card
This roles is given to someone with signing authority on an account
Signator
This tab will show accounts separated from loan products
Accounts
This system is used to reset online banking passwords and check log in IDs.
Q2 Copilot
This menu option allows members to move money from one account to another
This document can give access to another person for transactional purposes but does not give the individual ownership of the funds used.
Power of Attorney
This role is given to business members who need to be able to add or close accounts
Authorized individual
This search feature allows reps to view all the transactions from all accounts in one search result
All Account History
This system houses older documents, like POD designation prior to conversion
Nautilus
This Retail group allows business members to view their business account separately from their personal accounts
Business - Only
These documents need to be completed and provided to the member when opening a CD
CD Receipt
*CD Rate sheet is given to the member
This role is given to the adult on an UTMA account
Custodian
This is the Navigation Path to add overdraft protection
Deposit Account Maintenance screen > Maintenance >Draw Accounts
This system is used for dispute documentation
This is OnPoint's online banking short code
86434
This document needs to be completed before reissuing a lost or destroyed cashiers check, and is preferred to be signed by the Payee.
Declaration of Loss and Indemnity.
These 3 roles are given to a Power of Attorney on an account
Non Tax Signator
Mail Care of
This is the Navigation Path to the preferred method to close and reopen an account in DNA. This feature cannot be used if the account has current-day activity or no balance history during the past year.
Deposit Account Maintenance > Additional > Copy Account
This system is used to build debit cards and add travel notices immediately
Client Central
This menu option will allow members to set alerts, change their account preferences and security preferences
Settings
In Oregon, this document can be used 75 days after member has passed away.
Affidavit to Claim Deceased Member's Account