Digital Banking Checklist

Welcome To Our New Digital Banking!

Now that you have mastered logging in, follow these next steps to make the most out of your Digital Banking experience:


Business Members button to go to their checklist for digital banking


Consumers (primary and joint account owners), Sole Proprietorships, Trusts and Estates.

 

orange box with green checkmarkSecure Access Code:

Verify your Secure Access Code information is correct, go to “Settings”, then “Security Preferences”. 


orange box with green checkmarkAlerts:

Set up any alerts you would like to receive under “Settings”, then “Manage Alerts”. 


orange box with green checkmarkSavvyMoney:

Set up SavvyMoney and have your credit score and credit report readily available at all times. Just click on the SavvyMoney icon to get started.


orange box with green checkmarkCustomize:

Arrange accounts by clicking the tile and dragging it on the home page.  You can also create categories of accounts by clicking an account tile and dragging it to get a circle “inbox” with a plus sign that appears at the bottom.


orange box with green checkmarkNickname Accounts:

Nickname accounts on the home screen by clicking on the three dots on the account tiles to bring up a shortcut to “Nickname Account”. This can also be done by going to “Settings”, then “Account Preferences”. 


orange box with green checkmarkFinancial Tools:

Set up Financial Tools, a money management service. Add and view external accounts from other financial institutions. You will then be able to monitor spending, create budgets, and much more with information from all your financial service providers pulled together in one place.


orange box with green checkmarkRecurring Transfers:

If you had recurring transfers set up on our old platform, please make sure all appear as “Authorized” in “Activity Center” listed as “Recurring Transactions” under the “Transactions” menu.


orange box with green checkmarkBill Pay:

New to Bill Pay? This is a great time to ditch mailing those bills and pay them within digital banking.


orange box with green checkmarkEarn uChoose Rewards:

Register your Ascentra Visa® Debit and/or Credit Card within our digital banking by going to "Card Services" and selecting "uChoose Rewards". You will proceed to the uChoose Rewards login screen and click on "Register" in the "New to uChoose Rewards?" section.


orange box with green checkmarkEnroll in Text Banking:

Check balances, transfer money, and more, all without logging into Digital Banking! To enroll, open your Digital Banking and go to "Settings" and then "Text Banking Enrollment". You will then be eligible for text banking at no cost to you.


orange box with green checkmarkEnroll in E-Statements:

No need to clutter up your mailbox when you can receive e-statements! When you enroll in e-statements, you will receive a monthly notification email that you have an e-statement ready to view in Digital Banking. To sign up, log in to Digital Banking and go to "Settings" and then "Statement Preferences". From there, you can select you preferred delivery type and update your notification email address.
You’ve just touched the tip of the iceberg! There is so much more our new Digital Banking has to offer and more new features that will be introduced in the future. 

For all the details and to stay on top of new enhancements, visit ascentra.org/anywhere.


How To 


Financial Tools


Pay Bills