e-Statements/e-Alerts FAQs

  1. Accessing SCU e-Statements/e-Alerts

    1. Log in to OnlineBanking
    2. Select "SCU e-Alerts/e-Statements" from the Online Banking menu
    3. Registering for the SCU e-Alerts Application
    4. Additional Notes
  2. Creating Additional (Alternate) E-Mail Addresses

    1. Adding a Standard E-mail Address
    2. Adding a Mobile E-mail Addressd
    3. Changing the primary E-mail address
    4. Additional Notes
  3. Creating Account Alerts with the SCU e-Alerts Application

    Adding an Alert...

    1. Deposit Account Balance Alert
    2. Loan Account Balance Alert
    3. Loan Payment Due Alert
    4. Checks Cleared Alert:
    5. Certificate Maturity Alert
    6. Payroll Credit Alert
    7. Insufficient Funds Alert
    8. Debit/Credit Transaction Alert
    9. Automatic Withdrawal Alert
  4. Managing the SCU e-Alerts Application

    1. Enabling and Disabling Alerts
    2. Deleting Alerts
    3. Stop SCU e-Alerts
    4. Product Updates

Accessing SCU e-Alerts

  1. Log in to Online Banking

  2. Select "SCU e-Alerts/e-Statements" from the Online Banking menu

  3. Registering for the SCU e-Alerts Application

    1. Read the User Agreement
    2. Select Yes if you agree with the terms and conditions. Type in your Online Access Password to reconfirm.
    3. Click the Submit button.
    4. You will now be asked to enter a Primary E-mail Address so that you may begin to receive account alerts.
    5. Type in an Internet e-mail address to which you would like to receive alerts and e-statements. This will be your Primary E-mail Address. This address must be in the format e.g. xyz@aol.com
    6. Check the appropriate boxes if you want to receive promotional and informational notifications from the credit union.
    7. Click the Subscribe button.

Additional Notes

  1. We recommend that the primary e-mail address be a "standard" Internet e-mail address, i.e. an address that receives mail onto a personal computer via the Internet. Examples of "standard" e-mail addresses are:
    • Yahoo Mail, Hotmail, AOL Mail, MSN Mail, and those of other Internet Service Providers (also known as ISP's)
    • Your company e-mail (as long as it is Internet-ready)
  2. We do not recommend that the primary e-mail address be an Internet e-mail address that receives mail on a mobile device such as a pager, PDA (personal digital assistant such as Palm Pilot or Handspring Visor), or cell phone.
  3. To set up additional e-mail addresses to receive alerts to, see To set up additional e-mail addresses to receive alerts to, see Creating Alert Addresses in a later section of this document. in a later section of this document.

Creating Additional (Alternate) E-Mail Addresses

In addition to the primary e-mail address, you may set up additional e-mail addresses to receive alerts to. In this version of SCU e-Alerts, you can set as many e-mail addresses as you wish.

You can set up either "standard" e-mail addresses or "mobile" e-mail addresses.

  1. Yahoo Mail, Hotmail, AOL Mail, MSN Mail, and those of other Internet Service Providers (also known as ISP's)
  2. Your company e-mail (as long as it is Internet-ready)

Examples of mobile device are:

  1. Alphanumeric pagers with Internet e-mail capability.
  2. PDA (personal digital assistant such as Palm Pilot or Handspring Visor)
  3. Cell phones with Internet e-mail capability.

To add a new e-mail address, click the "Alert Address". You will be taken to the "Alert Addresses" screen.

  1. Adding a Standard E-mail Address

    1. To add a "standard" e-mail address, click the "Add New" button in the "Alternate Email List" section.
    2. Type any name to describe the e-mail address in the "Name" section.
    3. Type the e-mail address that will be associated with this Name.
    4. Click OK.
  2. Adding a Mobile E-mail Address

    1. To add a "mobile" e-mail address, click the "Add New" button in the "Mobile Email List" section.
  3. Changing the primary E-mail address

    1. To change the primary e-mail address go to the "Alert Addresses" screen.
    2. Change the entry for the primary e-mail address.
    3. Click the "Change" button.

Additional Notes

  1. Deleting Email Addresses: You can delete email addresses by selecting the check boxes in the far left column and clicking the "Delete" button. To delete all the addresses in a section, select the check box in the header row of the section. All the email addresses will be selected. Click the "Delete" button, and all the email addresses will be deleted.

Creating Account Alerts with the SCU e-Alerts Application

There are NINE types of Alerts that you can set to be notified of the status of your accounts:

Adding an Alert

First time user: Read this section if you are using the SCU e-Alerts application for the first time after registering.

Select "Add New Alert"

STEP 1: From the "Alert Type" pull down menu, select the type of Alert that you want to set. For example "Deposit Account Balance"

Note:
You can select from the above NINE alerts that are available to help you monitor your various accounts at the credit union.

  1. In addition to the nine alerts provided above, your credit union will provide you with the option to receive timely updates about new products and services straight to your mailbox.

STEP 2: Select the E-Mail addresses(s) you want to send these alerts to. See - Creating Alert Addresses for more information about how to set up additional e-mail addresses to receive alerts to.

Note:

  • By default the primary address is selected to receive all alerts.
  • You can set up to four (4) different e-mail addresses to receive alerts to.

STEP 3: Click the OK button.

Note:

  1. You will be taken to a screen that will help you set an alert for each of your accounts for which the specific alert type is valid. For example, if you selected "Deposit Account Balance", all your checking and savings accounts will be available, for each of which you can set alerts.
  2. The next section guide you through setting alerts for each of the alert types that are available to you. You can set as many alerts as you like - for as many accounts as you have with the credit union.
  3. Every alert you set is automatically "enabled". This means that you want to be sent this alert when your account status changes. At any time you can "disable" the alert, meaning you are choosing to not receive the specific alert.
  4. Once you've set the first alert, you will be taken back to the "Alerts List" From here you can continue to create new alerts by clicking the "Create New Alert" button on the screen.
  5. Repeat the "Create New Alert" process until you've completed setting up alerts.
  1. Deposit Account Balance Alert

    1. Select "Deposit Account Balance Alert" from the Alert Type pull down menu.
    2. Select the e-mail addresses that you want to send this alert to.
    3. Click the OK button.
    4. Select an account from the pull down menu. You can select from all of your accounts at the credit union.
    5. Select from "above" or "below" and type in an amount in dollars. You will now be alerted every time your account balance goes above or below the amount you just selected.
    6. Select how often you want to receive the alert. You may choose to receive the alert as follows:
      1. Only once every time your balance goes above or below the amount you just specified.
      2. One time (or more than one time) a day for each day that your account is above or below the amount you specified.
      3. One time (or more than one time) a week for each week that your account is above or below the amount you specified.

    Note:

    1. You can set up as many account balance alerts as you choose for each of your savings and checking accounts.
    2. Once you have set up an alert for one of your deposit accounts, you can repeat the process for all of your deposit accounts.
    3. The number of alerts that you will receive per day or per week will depend on the frequency with which your credit union's computer system sends out these alerts.
  2. Loan Account Balance Alert

    Will alert you when any of your loan or credit card accounts goes above or below any amount you specify?

    1. Select "Loan Account Balance Alert" from the Alert Type pull down menu.
    2. Select the e-mail addresses that you want to send this alert to.
    3. Click the OK button.
    4. Select an account from the pull down menu. You can select from all of your accounts at the credit union.
    5. Select from "above" or "below" and type in an amount in dollars. You will now be alerted every time your account balance goes above or below the amount you just selected.
    6. Select how often you want to receive the alert. You may choose to receive the alert as follows:
      1. Only once every time your balance goes above or below the amount you just specified.
      2. One time (or more than one time) a day for each day that your account is above or below the amount you specified.
      3. One time (or more than one time) a week for each week that your account is above or below the amount you specified.

    Note:

    1. You can set up as many account balance alerts as you choose for each of your savings and checking accounts.
    2. Once you have set up an alert for one of your deposit accounts, you can repeat the process for all of your deposit accounts.
    3. The number of alerts that you will receive per day or per week will depend on the frequency with which your credit union�s computer system sends out these alerts.
  3. Loan Payment Due Alert

    1. Select "Loan Payment Due Alert" from the Alert Type pull down menu.
    2. Select the e-mail addresses that you want to send this alert to.
    3. Click the OK button.
    4. Select an account from the pull down menu. You can select from all of your accounts at the credit union.
    5. Select a loan account from the pull down menu. You can select from all of your loan accounts at the credit union.
    6. Type in the number of days (in numerals - e.g. 7) before your loan payment due date that you would like to be notified. You may select any number from 0 to 99.You will now be alerted every time your loan payment is due.
    7. Select the maximum number of times that you would like to receive this alert. You may choose to receive the alert as follows:
      1. Only once (XX days) before the loan payment is due.
      2. Once a day for XX days before the loan payment is due.
  4. Checks Cleared Alert

    Will alert you when your checks clear.

    1. Select "Checks Cleared Alert" from the Alert Type pull down menu.
    2. Select the e-mail addresses that you want to send this alert to.
    3. Click the OK button.
    4. Select a checking account from the pull down menu. You can select from all of your checking accounts at the credit union.
    5. Select from one of the following options:
      1. Type in a specific check number (all numerals) to be alerted when that check clears.
      2. Type in an amount in dollars, e.g. $150.00. You will be alerted each time a check above the selected amount clears your account.

    Note:

    1. If you want to be alerted when all the checks that you write are cleared, create an alert with the amount of $0.00 in the "Alert Me When" section.
  5. Certificate Maturity Alert

    Will alert you when your certificates mature.

    1. Select "Checks Maturity Alert" from the Alert Type pull down menu.
    2. Select the e-mail addresses that you want to send this alert to.
    3. Click the OK button.
    4. Select a certificate account from the pull down menu. You can select from all of your certificates at the credit union.
    5. Type in the number of days (in numerals - e.g. 7) before your certificate matures that you would like to be notified. You may select any number from 0 to 99. You will now be alerted when the certificate is due.
    6. Select the maximum number of times that you would like to receive this alert. You may choose to receive the alert as follows:
      1. Only once - XX days - before the certificate matures.
      2. Once a day - for XX days - before the certificate matures.
  6. Payroll Credit Alert

    Will alert you when you receive credits into your account. These include payroll and direct deposits.

    1. Select "Account Credit Alert" from the Alert Type pull down menu.
    2. Select the e-mail addresses that you want to send this alert to.
    3. Click the OK button.Select the e-mail addresses that you want to send this alert to.
    4. Select a certificate account from the pull down menu. You can select from all of your certificates at the credit union.
    5. Type in an amount in dollars, e.g. $150.00. You will be alerted each time a deposit above the selected amount is received into your account.

    Note:

    If you want to be alerted when every credit is received into your accounts, create an alert with the amount of $0.00 in the "Alert Me When..." section.

  7. Insufficient Funds Alert

    Will notify you when your checking account(s) has an insufficient balance to cover a check(s) that you recently wrote. Typically, you will have about 8-10 hours to transfer sufficient funds into your checking account from the time this alert was sent to you by the Credit Union.

    1. Select "Insufficient Funds" from the Alert Type pull down menu.
    2. Select the e-mail address(es) that you want to send this alert to.
    3. Click the OK button.

Managing the SCU e-Alerts Application

  1. Enabling and Disabling Alerts

    You can enable or disable alerts by double-clicking on the "bell" icon. A yellow bell indicates that the alert is active. A gray bell indicates that the alert is disabled.

  2. Deleting Alerts

    You can delete alerts by selecting the check boxes in the far left column and clicking the "Delete" button. To delete all the alerts, select the check box in the header row. All the alerts will be selected. Click the "Delete" button, and all the alerts will be deleted.

  3. Stop Alerts

    To cancel the SCU e-Alerts service, click the "Stop SCU e-Alerts" Tab in the header row of the "SCU e-Alerts List" screen. All alerts will be deleted, and you will stop receiving alerts about your account status.

  4. Product Updates

    To receive credit union information and product updates on new credit union products and services select the "Information Alerts" tab in the main alert list. To stop receiving any information from your credit union, un-check all the boxes.

If you need additional help, please contact the Sacramento Credit Union member services department at (916) 444 6070.