Online Banking

Accounts
The accounts tab offers an at-a-glance view of your account balances and more.

• Lists upcoming bills sorted by due date
• Ability to quickly and easily transfer money, with balances updating in real-time
• Conveniently located link to opening new accounts easily
• Option to change your view of your accounts to "List View"
• View transactions or interact with an account by simply clicking on it

Account Details
When you select a specific account from the Accounts page, you'll access a variety of convenient tools. 

• Make a quick transfer
• Set your alerts
• If enrolled in eStatements, view account  statements
• Request stop payments on checks
• See a detailed list of the account's recent transactions, including transactions that are still processing
• Find a transaction easily by using the search filter feature
• View an image of a check as soon as it's processed
  
  

Alerts
With account alerts, you can easily and automatically monitor your account activity. For example if you'd like to know when the balance in your checking account is getting low, just select the account, set a specified amount and enter your email address to send your notification. If your balance falls below it the amount you've specified, we'll contact you. Account alerts are simple and great for helping you stay connected to your money. You can view and update your alerts at any time from your settings page. 

Transfers

Transferring money between accounts is easy. It only takes a few seconds and your balances update in real time. From the transfers tab you can make a quick transfer and review, update, or delete your scheduled transfers.

• To make a transfer just select the accounts, enter an amount and pick a date
• To make it recurring, just select a frequency and it will be added to your list of scheduled transfers 

External Transfers
External transfers through online banking makes managing your financial portfolio easier than ever. You can move money where it's needed most, not just between the accounts you have with 1st Advantage. Having one login with one list of all of your accounts accounts is one of the simplest and most helpful money management tools you'll ever use.

Selecting Pay Bills opens our powerful online bill payment service. You can pay virtually anyone in the United States. From the local bakery, to the Fortune 500, even your babysitter!

• Set up recurring payments
• View all bills in one convenient location
• Sign up for eBills
• and more!

*Cookies must be enabled in order to access Bill Pay from Apple products.

To enable cookies in Safari (Mac):
1. Go to the Safari drop-down menu
2. Select "Preferences"
3. Click "Privacy" in the top panel
4. Under "Block Cookies" select the option "Never"
5. Under Privacy & Security, turn off "Prevent Cross-Site Tracking" and "Block All Cookies."
5. For increased security, once you have finished using the site, you can change the privacy setting back to "Always"

To enable cookies in Safari (iPhone/iPad iOS 11):
1. Open Settings
2. Scroll down and select "Safari"
3. Under "Privacy and Security", turn off "Prevent Cross-Site Tracking" and "Block All Cookies"

Our Popmoney personal payment service is a fast and easy way to send money to family, friends, or anyone you need to. It's a convenient tool to send as well as receive money. All you need is the recipient's email address or mobile phone number to transfer money from your account right into theirs. It couldn't be any easier!

Use Trends as your personal finance manager. Trends is a powerful suite of tools that tells you exactly where your finances are, and in what direction they're headed. You'll see a snapshot of your current finances, charts that explore your spending habits, and tools for creating budgets and setting goals. It places the power of budgeting, planning, and goal setting right at your fingertips.

Communicating with us through our secure messaging center is as easy as sending and receiving emails. Your inbox will display any messages from us. Just select one to read it, then, if you'd like, send us a reply. With our secure mail, you can safely include sensitive information such as account numbers. Then, let us know how we can be of service. Once finished, your new message will be included in your sent mail and we'll get back to you as soon as we have an answer.

Activity offers the opportunity to review your past online activities, including the date and time for each of the individual actions that were completed. Types of activities include alerts, bill payments, logging in or out, changing profile information, and making transfers. To research a specific type of activity, or review a specific date range, just filter your list. Then if you'd like, export this information to your desktop.

Settings

Settings is where you select and control a variety of preferences, such as:

• Your personal profile
• Security and alerts
• Accounts
• User I.D. and password
• Contact information
• Statement preference (paper or electronic
• Accounts Section where you can create account nicknames to make them more easy to recognize
• Security and Alerts Section
  • Your security questions and responses
  • Phone numbers used to verify your identity
  • The alerts you set up to automatically monitor your accounts
  • Input a travel notice to help prevent cards from being blocked

Verification Phones
Using your phone for verifying your identity provides an additional layer of security when making large transactions or when changing personal information. From Settings, select Security and Alerts, then Identity Verification Phones. From here you can add additional phones and make changes to the phones you've previously set-up. To add a new phone, just enter the number and give it a nickname.

1. Once logged in, select "Online Statements".

















2. Click "Continue".












3. Click on the "Historical Statements" section. Select "View History" to see statements from the last 12 months.

1. Log into the Mobile Banking App and select the "More" icon on the bottom right.



2. Select "Statements and Documents".



3. Click on the "Historic Statements" section, then select " View History" to see statements from the last 12 months.

Quicken Windows Direct Connect and Express Web Connect

Important: Do NOT choose "Create a new account" unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.

If you have a 1st Advantage Mastercard, you may need to change the name of the account in Quicken from 1st Advantage MC to External Standard Credit Card. You will also need to update account number from the number on the card to the new assigned account number.

1. Back up your Quicken Windows Data File. Go to File > Backup and Restore > Backup Quicken File.

2. Download the latest Quicken Update. Go to Help > Check for Updates.

3. Complete a final transaction download. Accept all new transactions into the appropriate registers.

Part 2:

1. Deactivate online banking connection for accounts connected to 1st Advantage
a. Choose Tools > Account List.

b. Click Edit on the account to deactivate.

c. In Account Details, click Online Services.

d. Click Deactivate. Follow prompts to confirm deactivation.

e. Click the General tab.

f. Delete 1st Advantage and Account Number information. Click OK to close window.

g. Repeat steps for any additional accounts that apply.

2. Reconnect the online banking connection for your accounts. a. Choose Tools > Account List.

b. Click Edit on the account you want to activate.

c. In Account Details, click Online Services and then choose Set up Now.

d. Type 1st Advantage Federal Credit Union in the search field and click Next. Make sure to type in 1st Advantage FCU completely and choose "1st Advantage FCU" from the selections. If an option pops up with "zzz - 1st Advantage FCU" that is not the correct option.

e. Enter your online banking credentials.

• Express Web Connect uses the same credentials you use for your online banking login.

f. Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.

g. After all accounts have been matched, click Next and then Done.

---

Quicken Mac Direct Connect and Quicken Connect

1. Backup Quicken Mac Data File and Update the application. a. Choose File > Save a Backup.

b. Download the latest Quicken Update. Choose Quicken > Check for Updates.

2. Complete a final transaction download. a. Complete last transaction update before the change to get all of your transaction history up to date.

b. Accept all new transactions into the appropriate registers.

Part 2:

Activate the online banking connection for accounts connected to 1st Advantage.

1. Click your account in the Accounts list on the left side.

2. Choose Accounts > Settings.

3. Select Set up transaction download.

4. Enter 1st Advantage Federal Credit Union in the search field, select the correct option and click Continue.The correct option is "1st Advantage FCU." If you see an option that is "zzz-1st Advantage FCU" that is incorrect.

5. Enter your online banking credentials.

• Express Web Connect uses the same credentials you use for your online banking login.

6. In the "Accounts Found" screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.

Important: Do NOT select "ADD" in the Action column unless you intend to add a new account to Quicken.

7. Click Finish.

---

 

Quicken Windows Web Connect

1. Backup Quicken Windows Data File and Update. a. Choose File > Backup and Restore > Backup Quicken File.

b. Download the latest Quicken Update. Choose Help > Check for Updates.

2. Complete a final transaction download.

a. Complete last transaction update to get all of your transaction history up to date.

b. Repeat this step for each account you need to update.

c. Accept all new transactions into the appropriate registers.

Part 2:

1. Deactivate online banking connection for accounts connected to 1st Advantage.

a. Choose Tools > Account List.

b. Click Edit on the account to deactivate.

c. In Account Details, click Online Services.

d. Click Deactivate. Follow prompts to confirm deactivation.

e. Click the General tab.

f. Delete 1st Advantage and Account Number information.

g. Click OK to close window.

h. Repeat steps for any additional accounts.

2. Reconnect online banking connection for accounts that apply.

a. Download a Quicken Web Connect file from our online banking site.

b. In Quicken, choose File > File Import > Web Connect (.QFX) File.

c. Use the import dialog to select the Web Connect file you downloaded. An "Import Downloaded Transactions" window opens.

d. Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.

e. Repeat this step for each account you have connected to 1st Advantage.

---

Quicken Mac Web Connect

1. Backup your Quicken Mac data file and update the application. a. Choose File > Save a Backup.

b. Download the latest Quicken Update. Choose Quicken > Check for Updates.

2. Complete a final transaction download.

a. Complete last transaction update to get all of your transaction history up to date.

b. Repeat this step for each account you need to update.

c. Accept all new transactions into the appropriate registers.

Part 2:

Activate online banking connection for accounts connected to 1st Advantage.

1. Select your account under the Accounts list on the left side.

2. Choose Accounts > Settings.

3. Select Set up transaction download.

4. Enter 1st Advantage Federal Credit Union name in the search field, select the correct option and click Continue.

5. Log into your online banking account and download your transactions to your computer.

Important: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.

6. Drag and drop the downloaded file into the box titled Drop download fileWeb Connect . Choose for the "Connection Type" if prompted

7. In the "Accounts Found" screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, click Link to pick your existing account.

Important: Do NOT select "ADD" in the Action column unless you intend to add a new account to Quicken.

8. Click Finish.

---

 

Quicken Windows Bill Pay

Only complete these tasks if you currently initiate Bill Payments from within Quicken Windows.

Important: These tasks must be completed to avoid possible duplicate payments. If you do not cancel payments scheduled to be paid on or after the 1st Action Date, these payments may still be processed.

Cancel Existing Bill Payments.

1. Choose Tools > Online Center.

2. Choose your 1st Advantage Federal Credit Union from the Financial Institution drop-down list.

3. On the Payments tab, choose an account from which a payment is scheduled in the future.

4. In the payments status list, you will cancel payments for each payee with a status that is scheduled for delivery on a date. after the 1st Action Date. To do this, select the first payee and click Cancel Payment.

5. Repeat steps 3 & 4 for all payments that are scheduled for delivery after the 1st Action Date.

6. On the toolbar, click Repeating.

7. Choose a payment instruction and click Delete. Click Delete again in the confirmation window.

8. Repeat step 7 for each repeating payment you have with 1st Advantage.

If you need help re-creating payments, choose Help > Quicken Help. Search for

Create an online Payment and follow the instructions to create and transmit an online payment.

---

Quicken Mac Bill Pay

Only complete these tasks if you currently initiate Direct Connect Bill Payments from within Quicken Mac.

Important: These tasks must be completed to avoid possible duplicate payments.

Cancel Existing Bill Payments.

1. Highlight a Bill Payment transaction on the account register.

2. While on the account register, choose File > Print to save your list of pending payments. You can use this when you re-create the bill payments and send these payments again.

3. Click Edit at the bottom of the account register window.

4. Click Edit Details below the highlighted transaction.

5. Click the Online Payment tab and choose Cancel Payment.

6. Repeat these steps for each outstanding Bill Payment you have scheduled with your 1st Advantage account(s).

For assistance with re-creating payments, choose Help and search for Adding online Bill Pay transactions. Follow the instructions to create and transmit an online payment.

Important: Do NOT choose "Create a new account" unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.

When searching for 1st Advantage as the financial institution, make sure to type in 1st Advantage FCU completely and choose "1st Advantage FCU" from the selections. If an option pops up with "zzz - 1st Advantage FCU" that is not the correct option.

QuickBooks Desktop Instructions

QuickBooks Online Instructions

Mint Instructions