Money Management Tools are Live!
Money Management Tools are now available in the history section of Web Branch. As I mentioned in a previous post, there are a ton of new features to help you manage your accounts with UW Credit Union. And, we have plans for many future enhancements--stay tuned for more information.
We've invested quite a bit of time in our help section for using the new tools. Our "Ask a Question" system has been updated with answers to many questions. In addition, we have created six demo videos to walk you through how do use the different functions. Help is available in the Web Branch main menu bar and under the Settings tab of the history screens.
We are so excited to bring these features to our members.
Labels: help, money management, new features, Web Branch
Money Management Tools Sneak Peek
We are putting the finishing touches on Money Management Tools. We will have extensive help available on Web Branch along with videos detailing the features available and how to use them. One of the videos is a general overview and is available now to get a sneak peek at the features.
Money Management Tools Overview Video Demonstration
Look for more details here, on the Source Code blog, next week.
Labels: education, help, money management, new features, tips, Web Branch
See Credit Card Transactions Since Last Statement
We've added the ability to view only those credit card transactions since the last statement date to Web Branch. This was a highly requested feature by members and we're happy to say we were able to add the feature.
To see your recent transactions, click the "Recent Items" link above your credit card history. That link applies a filter to your history where you'll only see transactions that haven't appeared on a billing statement. To go back to viewing your entire history, just click on the "All Items" link.
Labels: credit cards, help, tips, Web Branch
Firefox 2 Support Discontinued
One of the most important things to ensuring a safe browsing experience is the Web Browser you use (see our security tips on what you can do). At UW Credit Union, we try to support as many browsers as practical. Our group of supported browsers generally represents over 99% of the traffic coming to our site. However, our supported browsers have recently changed.
As new browsers come out, it is up to the provider to decide how long they'll support their older versions. Recently, Mozilla announced they'd be discontinuing updates and fixes to its 2.x version of its browser Firefox. This significantly affects the security of the browser going forward as new vulnerabilities will not be fixed (nor will anti-phishing support continue).
We recommend anyone using Firefox 2.x to upgrade to version 3.x of their browser. Besides being more secure going forward, it also has a number of performance and usability enhancements.
Direct Downloads Now Available for Credit Cards
As I mentioned in a previous post, once we'd implemented integrated credit card data on Web Branch, we'd continue to work to make improvements. We've now made credit card data available via direct downloads for Quicken and Microsoft Money.
If you are already and direct downloads user, you should be prompted by your software to add the credit card data (either as a new account or you can associate it with an existing account).
If you are a new user to Quicken or Money, check out our Quicken & Money page for more information. In Quicken or Money, look for UW Credit Union in the FI list to get started.
Labels: credit cards, direct downloads, feedback, help, Money, new features, Quicken
New Educational Resource on Internet Security
A number of government agencies and technology companies have joined forces to create an educational Web site on Internet security, online fraud and computer security called OnGuard Online. It has a ton of great and (sometimes) fun quizzes to test your knowledge on phishing, file sharing, social networks, online auctions and more. There are videos, tutorials and links to software tools with many of them available in Spanish.
We've linked to the site from our online security page:
http://www.uwcu.org/OnlineBanking/OnlineSecurity/Default.aspx
Browser Support Updated for Firefox 3
A new version of Firefox is now available. Version 3 adds a bunch of new features and improvements to page loading speed and memory usage. We've fully tested the new version with our Web site and Web Branch and have added it to our supported browsers list.
For those of you not familiar with Firefox, it is made by the Mozilla Corporation, a non-profit company based in California. Firefox was introduced in 2004 and quickly took off. It is the second most popular browser after Microsoft Internet Explorer.
For those of you still using Firefox 1 and 1.5, those versions are no longer supported by Mozilla. Now would be a great time to upgrade to make sure you aren't vulnerable to any security flaws.
Labels: browsers, help, tips, Web Branch, Web site
Two Ways to Move Money—External Transfers and Money Link
We’ve received some questions from members on how our External Transfers and Money Link services work. While both systems have similar characteristics, they do very different things.
External Transfers involve accounts you own. One is here at UW Credit Union; the other is an account you own at another bank or credit union. External Transfers lets you move funds between your accounts here at UW Credit Union and your accounts at another institution. Moving money to your UW Credit Union account is free and there is a small fee for moving money out of your UW Credit Union account. You can transfer up to $2,000 each day and up to $5,000 each month. The funds take 3-4 business days to transfer. However, a one-day transfer option is available for a $10 fee. We are also working on increasing the daily and monthly limits for these transfers—more on that soon.
To get started with External Transfers, just login to Web Branch and go to the “Transfers & Payments” tab and choose “My External Accounts.”
Money Link is a way for anyone to send money to a UW Credit Union member. This system involves your UW Credit Union account and an account owned by someone else either at UW Credit Union or at any other financial institution in the country. This system is similar to PayPal, but it’s completely free.
To get started using Money Link, you need to invite someone to pay you. Perhaps someone owes you for lunch, or you share household bills and need an easy way to collect from your roommates. Maybe you’re in school and you’d like an easy way for your parents to send you money. Money Link is perfect for all of these situations and many more. To invite someone, login to Web Branch and go to the “Transfers & Payments” tab. Click on the Money Link logo and choose “Create a New Money Link.” From there all you need to do is enter the person’s name and e-mail address. They’ll get an e-mail from us and the system will guide them through the process. If the person you invited is a UW Credit Union member, they can connect one of their UW Credit Union accounts and transfer money to you immediately. If that person is not a member, they’ll have to go through a few additional steps to set up their account at another bank or credit union. Those transfers take 3-4 business days to be completed.
We hope you’ll find these services useful and a way to make your financial life even easier.
Labels: External Transfers, feedback, help, Money Link, Web Branch
What is a Security Phrase?
The security phrase feature has been part of Web Branch and Web Alerts since 2003. However, we still hear from members from time to time who are confused with how the security phrase works. I'd like to address what the security phrase is and how it protects you and your accounts from fraud.
The security phrase is not a password. You should not include private information in your security phrase like your Social Security Number or mother's maiden name. In fact, it should not be just one word, it should be a phrase. I like to use some of my favorite song lyrics. Other good phrases might be a list of your favorite movies or books, kids' names, or famous quotes. The best security phrase is something you'll immediately recognize as being something you wrote.
We put your security phrase in every automated e-mail we send. E-mail is not secure (it is transmitted as text over the Internet and could be intercepted and read). That's why you should not include anything private in your phrase.
By including your security phrase in e-mails, you can be sure they are from UW Credit Union. With phishing and other types of e-mail fraud, scammers send thousands of e-mails hoping they reach customers who might fall for the scam. However, in their spam, they'd never be able to customize the message to include your security phrase. This means that as long as you recognize your phrase in an e-mail from UW Credit Union, you can be comfortable knowing it is legitimate.
If you're a Web Alerts user with a good security phrase, no action is required. You can continue to use Web Alerts comfortably and confidently. If you use Web Alerts and don't have a security phrase or are using a password or other private information in your phrase, please create or change your phrase immediately. This is easily done by clicking on the Update Security Phrase link in any Web Alert or by logging into Web Branch and going to the My Profile & Services tab.
Labels: feedback, help, tips, Web Branch
