First Time Login/Security. Accounts. 5. 9. 7. 8. Transaction History to Online
Banking, where managing your accounts is simple and secure. ▫ Tailor your
account ...
Amplify Online Banking User Guide
Visit goamplify.com for an online tutorial and detailed Frequently Asked Questions (FAQ) page. Or call 512.836.5901
Your guide to online banking at your Credit Union.
welcome! to Online Banking, where managing your accounts is simple and secure. n Tailor your account views n Transfer funds n View statements online n Track spending
n Pay bills n Set up eAlerts n Order checks
And much more – all in one convenient place!
table of contents Quick Tips
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First Time Login/Security
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Accounts
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Transaction History
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Transactions
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Services
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Preferences
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quick tips LOGIN ID Choose your Login ID. Once you’ve logged in, use the security function to set your security preferences. Anti Phishing Add your own word or phrase to appear when logging on as additional protection against phishing. This option is located within the security function. MFA (Multifactor Authentification) MFA provides additional ID protection. You will authenticate your identity each time you sign on to a new computer, but only once after you register your computer.
Quick Access The Navigation bar is displayed on the summary page. The Amplify logo to the right of each account allows easy navigation to your account history and account details and allows easy transfer of funds between Amplify accounts. Search Options The Transaction History section includes options which allow you to search your account by date, transaction description, amount, check number and more. BillPayer BillPayer is FREE for all members. Pay bills from any Amplify checking and/or savings account. With ebills, you can receive bills from merchant accounts – ie credit cards, receive alerts when your online statements are available, and pay bills as soon as the statement is available.
accounts
Account Overview and Quick Action View Managing your accounts has never been easier. The Account Overview page allows you to view all account balances in one convenient location and notifies you when a secure message has been received. You can also initiate “Quick Action” transactions, such as transfers.
first time login/security Online Security
Amplify is committed to maintaining your privacy and security. When you sign into Online Banking, your unique Login ID and password are encrypted using Secure Sockets Layer (SSL) technology. This necessary precaution is intended to deter anyone other than you and Amplify from accessing your personal information. Amplify will contact you by email from time to time. We will never ask you to send us your personal or account related information via e-mail.
Access the Quick Action View by mousing over the Amplify sign ( ) in the Account Overview page. This gives you quick access to view account history details and pending items, and to initiate transfers to or from the selected account.
transaction history Account History
This page displays available and current balances as well as pending and posted transactions. You can also download lists of account transactions to your computer. Just click the “Display” icon, select “Export to File”, choose the type of file you’d like to create, then click “Submit”.
Search Functions Choose from nine search options to sort transactions and click “submit.”
transactions Funds Transfer
To transfer money between your Amplify accounts, go to the Transactions menu and select “Funds Transfer”. Enter “Transfer Information”, then select the collapse/expand icon to expand the “Enter Payment Frequency” box which allows you to choose how often the transfer occurs.
External Transfers You may submit a request to associate an account at another financial institution with your Amplify Online Banking login. After entering the data requested, click “Continue” to register your request with the online banking system.
Member-to-Member Transfers This feature allows you to easily transfer funds from your account to another Amplify member’s account. To transfer funds to another Amplify member, go to the Transactions menu and select Member-to-Member transfers. You’ll need to provide the last name, account number and account type (S5, S9) of the member who is receiving the funds. If you plan to transfer funds to this member often, you can include them in your accounts list so you don’t have to load all their information again when doing future transfers.
There are two steps to this process: 1. Enter the information for the non-Amplify account you want to link to. Once you click “Submit” two microdeposits will be generated and sent to the external account you’ve entered. These microdeposits are random deposits of less than $1 each and are typically sent within 5 days. Once the non-Amplify account has received these deposits, please make note of the amounts of each as you will need them to verify the account in step two. 2. When prompted, enter the two microdeposit amounts to verify the external account. Once this is complete, you’ll be able to transfer funds between the two accounts.
BillPayer With Amplify Online BillPayer, you can n Pay almost anyone n Schedule one-time and recurring bill payments up to a year in advance n Receive bill reminders To enroll in Online BillPayer, go to the Transactions menu and select “BillPayer”. As you enroll, you’ll be prompted to select an account from which your payments are made. You can change your BillPayer settings at any time using the Preferences menu. Government agencies do not accept payments via online bill-paying systems.
services
Secure Messaging With secure messaging, you can send and receive information from Amplify securely, with no worries that your information might be intercepted. To view your mailbox, select “Messages” in the Services menu. To send a secure message, click “new”, then create a message in the window that appears. You can also attach files and send them to Amplify securely.
preferences Account Preferences
To customize your account, go to the Preferences menu and select “Account”. You can change the order in which you see your accounts, give each a nickname and specify the number of transactions displayed for each account.
