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Digital Banking Video Help

Digital Banking Video Help

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Navigating your Dashboard

Learn how to navigate your Dashboard on desktop and mobile devices. In this video:

  • Welcome Center
  • Viewing your accounts
  • Accounts Snapshot
  • Learn about Widgets
    (your main menu items/tools)


Using the Accounts Widget

Learn how to use the Accounts Widget. Included in this video:

  • Accounts Overview
  • Viewing transaction history
  • Setting Transaction Categories
    (starts at 1:00)
  • Viewing Account Details


Using the Transfers Widget

Learn how to use the Transfers Widget. Included in this video:

  • Schedule one-time and recurring transfers
  • Transfer to another member's Ideal CU account
    (starts at 1:24)
  • Transfer to external accounts you own at other financial institutions
    (starts at 3:27)
  • Viewing or canceling scheduled transfers
    (starts at 6:07)
  • Viewing transfer history
    (starts at 6:45)


Using the Bill Pay Widget

Learn how to use the Bill Pay Widget.


Managing your Security Settings

Learn how to manage your Security Settings.


Managing your Account Notifications

Learn how to manage your Account Notifications.


Nickname accounts

You can nickname the accounts and loan products in your digital banking profile.


Digital Banking Help

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