Acronyms
APR
Annual Percentage Rate
This tab is used for documenting ID and viewing the last 10 digits of debit cards.
At A Glance
Acceptable ID must be government issued, non-expired, and this.
Include a photo
What is a CD?
Certificate of Deposit
TRO is short for this.
Tax Reported Owner
APY
Annual Percentage Yield
This tab shows available balance, current balance, interest rates, and loan due dates.
Accounts tab
In order to KBE, you must be able to do this.
Pull up their profile before they get to your window.
This savings account is required for all members except minors.
Member Savings
On this type of account, the owner doesn't have transacting authority.
Fiduciary account
NCUA
National Credit Union Administration
This tab provides a snapshot of recent account activity and transacting authority.
Quick Access
Type, Number, Expiration Date
This is a second chance checking account that OnPoint offers.
Access Checking
Business account owners are give the role Authorized this.
Authorized Individual
HSA
Health Savings Account
This tab shows overdraft protection and autopay.
Pre-Authorized tab
After a member provides their password, we do this in At A Glance.
Mark the Verified box and Save
This savings account can be used for saving for retirement.
IRA Savings
A person with POA will have these two roles.
NonTax Signator & Attorney-in-Fact
VRU
Voice Response Unit
This tab shows details about mortgages and credit cards.
External tab
Before scanning an ID onto someone's profile, we must do this.
Document the ID type, number, and expiration date in At A Glance.
These two accounts are available to members eligible for OnPoint Rewards.
Loyalty & Premium Savings
This role gives a non TRO authority over an account's mail.
Mail Care of