2022 System Upgrade: Important Joint Ownership Information

Following our recent system upgrade, you may have noticed that you are now seeing additional accounts within your online and mobile banking experience.  This is the result of an enhancement that now allows the credit union to identify and present all of the accounts on which you are a joint owner and conveniently display them in a unified view.

To hide joint accounts from your online banking view, do the following:

• Login to online banking from your laptop or desktop (this cannot be done on our app)

• Go to “Settings”.  You can do this by clicking the upside down arrow next to your name in the upper right, or by clicking the “Tools & Resources” menu and then selecting “Security & Profile”

• Next, select the “Accounts” tab

• Scroll down to the account you wish to hide and then click on the “pencil” icon

• click the box next to “Hide this Account” and then “Save”

Please note: Once you hide an account, you will not have the ability to perform any transactions on that account until you go back and unhide it.

To change the nicknames of accounts that appear inside online banking for more convenient recall in future.

• Login to online banking from your laptop or desktop (this cannot be done on our app)

• Go to “Settings”.  You can do this by clicking the upside down arrow next to your name in the upper right, or by clicking the “Tools & Resources” menu and then selecting “Security & Profile”

• Next, select the “Accounts” tab

• Scroll down to the account you wish update with a nickname and then click on the “pencil” icon

• In the field next to Nickname, enter a name up to 25 characters (for example, if you are joint with your child, you can enter “daughter’s account” or “Mary Smith”

You can always go back and change these settings in the future.

Please fill out the attached form and return to us as instructed.  A notary is required to complete the form.

Please call us at 1-800-877-6440 or stop in to any branch.

If you know the names of your joint owners or have reached out to us to confirm, we recommend following Question #2 above to add a nickname for easy and convenient recall in the future.

Inside online banking:

• click on any of your accounts.

• Then, on the next page, click on the “eye ball” icon at the top under the account header and next to the partially hidden account #.

• This will expose the full member # and account suffix.

Inside our mobile app:

• click on any of your accounts

• Then, at the top of the next screen, click “show details.”  Then, click the “eye ball” icon next to “account number” in the middle of your screen

• This will expose the full member # and the account suffix.

For further assistance, call us at 1-800-877-6440, or stop into any branch

Following our recent system upgrade, our online banking and mobile applications can now support a separate login for joint owners.  The joint owner will need to have their SSN/TIN on file and will need to know their membership account number to register.

Once the joint owner registers, they can create and manage their own user profile and maintain their own login credentials. They can register here. 

Please call us at 1-800-877-6440, chat with us online or visit a branch.

Please note, do to our recent system upgrade, our call center is experiencing extremely high call volume. We apologize for the extended wait times and are working to help every member as quickly as possible.