Mobile Banking
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To add a shadow user to your account, follow these steps:
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- Click your initials in the top right corner of the screen.
- Select Settings from the dropdown menu.
- Navigate to the Security tab.
- Click on Additional Users.
- Click + Add New User
- Fill out the shadow user's information and give them a Username. Click Save.
- The user will be sent an email with the subject "Password Reset - Point West CU" with a secure link to set their password. Please be sure to share their username with them via secure channels.
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Setting Account Permissions:
- Click your initials in the top right corner of the screen.
- Select Settings from the dropdown menu.
- Navigate to the Security tab.
- Click on Additional Users.
- Find the user you want to modify and click the Pencil icon next to their name.
- Click Show to reveal additional options.
- Enable the desired permissions or settings.
- Scroll down and click Save at the bottom of the page.
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NOTE: At this time, Shadow User passwords can only be reset by the credit union. Please reach out to us via Online Banking message, 503.546.5000 or [email protected] for assistance.- Click Trouble Signing In? from the login screen
- Select Forgot my password and click Continue
- Enter your username
- Choose your Verification Method (Account Number or Card Number)
- Enter your Account Number or Card Number
- Enter your birthdate
- Click Continue
- Enter the 6-digit verification code sent to your contact methods and click Submit
- Enter your new password, confirm it and click Continue
- Open the Point West Mobile App
- Select Trouble Signing In? from the login screen
- Select Forgot my password and click Continue
- Enter your username
- Choose your Verification Method (Account Number or Card Number)
- Enter your Account Number or Card Number
- Enter your birthdate
- Click Continue
- Enter the 6-digit verification code sent to your contact methods and click Submit
- Enter your new password, confirm it and click Continue
- Login to your account via the Mobile Banking app
- Click your initials in the top right of your screen
- Select Settings
- Select Mobile Features
- Toggle Face ID or Fingerprint ID
- The next time you login, you will have the option at the bottom of your screen to sign in via Face ID or another biometric method.
- Login to your account via the Mobile Banking app
- Click your initials at the top right of your screen
- Select Settings
- Select Mobile Features
- Select Quick Balance
- Turn on Enable Quick Balance
- Edit the settings to your liking.
- The next time open your app and before logging in, click the Balances button at the bottom of your screen.
- Login to your Online Banking account
- On the navigational menu on the left side of your screen, select Transfers
- Under Transfers, select WITHIN MY ACCOUNTS if it is not already highlighted
- Select the account you'd like to transfer from
- Select the account you'd like to transfer to
- Select whether or not you'd like to set up a recurring transfer
- Select your transfer date (if you selected recurring transfer, select your frequency)
- Enter the amount you'd like to transfer
- Add a memo (optional)
- Click Transfer
- Login to your account via the Mobile Banking app
- Open the navigational menu by clicking the icon in the top left of your screen and select Transfers
- Select Transfer Within My Accounts
- Select the account you'd like to transfer funds from
- Select the account you'd like to transfer funds to
- Select whether or not you'd like to set up a recurring transfer
- Select your transfer date (if you selected recurring transfer, select your frequency)
- Enter the amount you'd like to transfer
- Add a memo (optional)
- Click Transfer
- Login to your account via the Mobile Banking app
- Open the navigational menu by clicking arrows at the bottom of your screen
- Select Deposit
- Select the account you wish to make the deposit into
- Take a picture of the front of the check
- Take a picture of the back of the check
- Enter the deposit amount
- Submit the deposit
- Login to your Online Banking account
- On the navigational menu on the left side of your screen, select More Services
- Under Loan Services, select Apply for Loan
- Login to your account via the Mobile Banking app
- Open the navigational menu by clicking the arrows at the bottom of your screen
- Select More Services
- Under Loan Services, select Apply for Loan
Online Banking
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To add a shadow user to your account, follow these steps:
-
- Click your initials in the top right corner of the screen.
- Select Settings from the dropdown menu.
- Navigate to the Security tab.
- Click on Additional Users.
- Click + Add New User
- Fill out the shadow user's information and give them a Username. Click Save.
- The user will be sent an email with the subject "Password Reset - Point West CU" with a secure link to set their password. Please be sure to share their username with them via secure channels.
---------------------------------------------------------
Setting Account Permissions:
- Click your initials in the top right corner of the screen.
- Select Settings from the dropdown menu.
- Navigate to the Security tab.
- Click on Additional Users.
- Find the user you want to modify and click the Pencil icon next to their name.
- Click Show to reveal additional options.
- Enable the desired permissions or settings.
- Scroll down and click Save at the bottom of the page.
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NOTE: At this time, Shadow User passwords can only be reset by the credit union. Please reach out to us via Online Banking message, 503.546.5000 or [email protected] for assistance.- Click Trouble Signing In? from the login screen
- Select Forgot my password and click Continue
- Enter your username
- Choose your Verification Method (Account Number or Card Number)
- Enter your Account Number or Card Number
- Enter your birthdate
- Click Continue
- Enter the 6-digit verification code sent to your contact methods and click Submit
- Enter your new password, confirm it and click Continue
- Open the Point West Mobile App
- Select Trouble Signing In? from the login screen
- Select Forgot my password and click Continue
- Enter your username
- Choose your Verification Method (Account Number or Card Number)
- Enter your Account Number or Card Number
- Enter your birthdate
- Click Continue
- Enter the 6-digit verification code sent to your contact methods and click Submit
- Enter your new password, confirm it and click Continue
- Login to your Online Banking account
- On the navigational menu on the left side of your screen, select Statements
- Select the account for which you'd like to view the statements for and select View
- Select Statements
- Login to your account via the Mobile Banking app
- Open the navigational menu by clicking the icon in the top left of your screen
- Select Statements
- Select the account for which you'd like to view the statements for and select View
- Select Statements
- Login to your Online Banking account
- On the navigational menu on the left side of your screen, select Move Money
- Click Pay Bills
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- Login to your account via the Mobile Banking app
- On the navigational menu at the bottom of your screen, select Money
- Click Pay Bills
- Login to your Online Banking account
- On the navigational menu on the left side of your screen, select Move Money
- Click Payment & Transfers near the top of the page
- Select the account you’d like to transfer funds from
- Click the To Account field and scroll down. Click Add New Member Destination
- Enter the destination account number, account type and last name of the member whose account you are transferring to
- Check the box next to Click to save your new destination if you’d like to save the account information should you need to transfer to this account in the future
- Enter a label for this account (John’s account etc.) in the Saved Destination Label field. This will be the label for this account from the dropdown menu
- Select the Frequency of your transfer
- Select the Date you would like your transfer to occur
- Enter the amount you’d like to transfer
- Add a memo (optional)
- Click Continue
- Login to your account via the Mobile Banking app
- Open the navigational menu by clicking the arrows at the bottom of your screen and select Money
- Click Payment & Transfers near the top of the page
- Select the account you’d like to transfer from
- Click the To Account field and scroll down. Click Add New Member Destination
- Enter the destination account number, account type and last name of the member whose account you are transferring to
- Check the box next to Click to save your new destination if you’d like to save the account information should you need to transfer to this account in the future
- Enter a label for this account (John’s account etc.) in the Saved Destination Label field. This will be the label for this account from the dropdown menu
- Select the Frequency of your transfer
- Select the Date you would like your transfer to occur
- Enter the amount you’d like to transfer
- Add a memo (optional)
- Click Continue
- Login to your Online Banking account
- On the navigational menu on the left side of your screen, select Transfers
- Under Transfers, select WITHIN MY ACCOUNTS if it is not already highlighted
- Select the account you'd like to transfer from
- Select the account you'd like to transfer to
- Select whether or not you'd like to set up a recurring transfer
- Select your transfer date (if you selected recurring transfer, select your frequency)
- Enter the amount you'd like to transfer
- Add a memo (optional)
- Click Transfer
- Login to your account via the Mobile Banking app
- Open the navigational menu by clicking the icon in the top left of your screen and select Transfers
- Select Transfer Within My Accounts
- Select the account you'd like to transfer funds from
- Select the account you'd like to transfer funds to
- Select whether or not you'd like to set up a recurring transfer
- Select your transfer date (if you selected recurring transfer, select your frequency)
- Enter the amount you'd like to transfer
- Add a memo (optional)
- Click Transfer
- Login to your Online Banking account
- On the navigational menu on the left side of your screen, select More Services
- Under Loan Services, select Apply for Loan
- Login to your account via the Mobile Banking app
- Open the navigational menu by clicking the arrows at the bottom of your screen
- Select More Services
- Under Loan Services, select Apply for Loan