Steps to Prepare
For New Digital Banking Experience
Your new Digital Banking Experience launches July 21. Time to see what’s changing and how to get ready!
A faster, more intuitive way to manage your accounts — all in one place
What you can expect
One login for all your accounts
Intuitive, mobile-friendly experience
Enhanced security and personalization
Seamless transition for most settings
There are exciting benefits of the new Digital Banking Experience, but what can you do to prepare?
First, take a look at what’s changing — these are the features you may need to update in the new experience. Then you’ll be able to create your own personal pre-launch checklist to get prepared for the change on July 21st.
What's changing and what will stay the same
What's changing
- Password (you’ll create a new one at first login)
- Joint owner access (each person will set up their own login)
- External transfers (reconnect accounts)
- eBills (relink billers)
- Money Management tools (new + improved experience)
- Alerts & notifications (recreate your preferences)
- QuickBooks/Quicken connections (re-establish sync)
- Android app (you will need to re-download our new app)
What will stay the same
- Username (primary account owner)
- Statement preferences + 2 years of history
- Most scheduled payments & transfers, including:
- Internal transfers
- Bill Pay
- Person-to-person payments
- Your accounts — now unified in one place with a single login
- Apple/iOS app (same app will be updated)
A closer look at what's changing
If you are the primary account owner on your membership, your username will stay the same in the new system, but for added security, you’ll be asked to reset your password the first time you log in. Instead of sharing credentials, joint owner(s) will now create their own digital banking access by verifying their identity and setting up a username and password — providing them a more secure, personalized experience.
Instead of sharing credentials, joint owner(s) will now create their own digital banking access by verifying their identity and setting up a username and password — providing them a more secure, personalized experience.
What’s carrying over
Good news: Most of your scheduled payment and transfer settings will convert to the new system, so you can keep most everything running without interruption.
- Internal transfers: These are any scheduled online transfers you have either between your OSCU accounts or to other OSCU members.
- Person-to-person scheduled payments: These are the individual people (not businesses) you send scheduled transfers to utilizing the Pay It Now tool in our current digital banking platform.
- Bill Pay: These are the scheduled online payments to companies set up within our current digital banking bill pay system.
What you’ll need to reconnect
- External transfers: Any scheduled or one-time transfers to an external account setup in digital banking will need to be re-established (note: this is outside the bill pay system).
- eBills: Certain companies (like utilities or subscription services) can send your bill directly into digital banking, so you can see the amount due and pay it in one place. These can be easily set up again once you’re in the new platform. We’ll share simple instructions for how to do this before our July 21 launch.
- Money Management: The current Money Management tool is being replaced with a more robust and enhanced solution. Any accounts or settings in the current system will not transfer but members can look forward to improved features and expanded capabilities.
Account alerts and notifications — including card, transaction and travel alerts — won’t carry over to the new platform, so you’ll need to set them up again after logging in. We’ll share simple instructions for how to do this before launch.
Steps to prepare
To make the transition easier, we recommend saving the following information ahead of time:
- The types of alerts you use (travel notices, fraud alerts, transaction thresholds, balance notifications, etc.)
- How you receive them (text, email, push notification, etc.)
- Any dollar thresholds or custom settings you’ve set up
Having a quick reference will make it easy to set them back up the way you like after you log in — so you can stay informed and in control without missing a beat.
If you use QuickBooks, Quicken, or other Intuit tools, your connection will need to be re-established in the new platform.
Steps to prepare
Before launch, take a moment to make sure you can access your Intuit account and note any settings you use — like linked accounts or syncing preferences. Having this information ready will make it easier to reconnect and get everything back up and running quickly once you log in.
On or after July 21, we’re making it easy to access the new and improved mobile app.
- For Apple users who have their apps set to update automatically, they won’t need to do a thing! Otherwise, you’ll tap to update the app manually and instantly
- For Android users, you’ll just need to visit your preferred app store and download our new app in seconds
Pre-launch checklist
To make setup fast and easy, gather the following before July 21:
- Login credentials
- Intuit account & syncing preferences
- Key payment & transfer details
- Alerts & notification details
Confirm your contact info
First things first: if you recently changed your contact information (address, phone, or email) — please reach out to us right away to provide your updated details. This helps to ensure a seamless first-time log in experience for you.
Quick steps to prepare
1. Know your login credentials
If you are the primary account owner on your membership, your username will stay the same in the new system, but for added security, you’ll be asked to reset your password the first time you log in.
Instead of sharing credentials, joint owner(s) will now create their own digital banking access by verifying their identity and setting up a username and password — providing them a more secure, personalized experience.
2. Save Intuit account & syncing preferences
If you use QuickBooks, Quicken, or other Intuit tools, your connection will need to be re-established in the new platform.
Before launch, take a moment to make sure you can access your Intuit account and note any settings you use — like linked accounts or syncing preferences. Having this information ready will make it easier to reconnect and get everything back up and running quickly once you log in.
3. Save key payment & transfer details
For the payments and transfers you may need to set up again, we recommend creating a record of the following:
- Payees and typical payment amounts
- Payment dates and frequency
- Screenshots of scheduled transfers or bill pay
Collecting these details for yourself now will make it quick and easy to get rolling again in the new platform.
4. Save alerts & notification details
Account alerts and notifications — including card, transaction and travel alerts — won’t carry over to the new platform, so you’ll need to set them up again after logging in. We’ll share simple instructions for how to do this before launch.
To make the transition easier, we recommend saving the following information ahead of time:
- The types of alerts you use (travel notices, fraud alerts, transaction thresholds, balance notifications, etc.)
- How you receive them (text, email, push notification, etc.)
- Any dollar thresholds or custom settings you’ve set up
Having a quick reference will make it easy to set them back up the way you like after you log in — so you can stay informed and in control without missing a beat.
New Digital Banking Experience
Have you heard about the benefits of our new Digital Banking Experience? Visit our Digital Banking Resource Center to take a look at the exiting changes coming this summer.
