Move Money
Where you go to add or delete member to member accounts or external accounts
What is Manage Money?
If a member temporarily misplaces their card, you can do this for them
What is freeze their card?
What is 3 years?
Where you can print a receipt for opening a certificate in OneView
What is the confirmation page
The types of transactions you can view in the Move Money history
What is Bill Pay?
You can do this for the member in OneView if they tell you they are going out of town with their credit card
What is add Travel Plans?
Disclosures are available for checking & savings, lending products, and certificates & IRAs- True or false
What is true?
These services are unavailable to MSRs while opening a certificate for the member in OneView
What is POD and Disclosure Acknowledgement
This form is required when setting up a one-time or recurring ACH transfer in OneView
What is Automatic Funds Transfer via the Automatic Clearing House (NFCU 633)?
You can do a credit card balance transfer in Oneview- true or false
What is true?
What section under the members profile are we currently able to edit?
What is Employment?
We must provide this to member before opening a certificate
What is the Combined Certificate Disclosure
Currently, MSRs can not edit upcoming or recurring transactions in OneView but they can do this
What is cancel?
What must be done before activating a card for member?
What is verify that they have received the card?
When you click on this under more, you can see the members sign in history as well as linked third party services and remembered devices
What is Security?
This must be selected as the "Source of Request" when opening a certificate in OneView
What is Member Service Center?
When a Bill Pay transaction is in this status we can not delete it for the member on OneView
What is Processing?
This feature associated with credit cards on OneView is currently not available, but a preview is available on enet
What is increase credit limit?
What can you manage for trusted users in OneView and what note is required?
What is Access Levels and
Use this function when opening a certificate on a weekend or holiday
What is Backdate Account Opening?