Search
Related topics are listed below.
Overdraft Transfers
Accounts » Overdraft Transfers
Overdraft Transfer will allow members to set up a transfer of available funds from a savings account to cover a transaction that exceeds the available balance in the checking account. Select Overdraft Transfer under the Accounts tab in the menu. Use the…
Manage Joints
Accounts » Manage Joints
Manage Joints allows you to see an overview of who is joint on each share on the account. Options to Add a Joint or Remove a Joint are available to update who is joint on the shares on the account. *Requests to add or remove joints will be reviewed prior to being…
Manage Beneficiaries
Accounts » Manage Beneficiaries
This feature allows you to add, remove, and update Beneficiaries in Digital Banking. Select Accounts in the left hand menu. Then select Manage Beneficiaries. Click Add Beneficiary to list a new beneficiary on a selected share. Select a share to add the new…
Manage Mobile Deposit
Products and Services » Manage Mobile Deposit
Manage Mobile Deposit allows you to enroll in Mobile Deposit. Select Products and Services in the left hand menu. Then select Manage Mobile Deposit. Review our Disclosure and Agreement. Check the check box after you have reviewed the agreement. Select Accept …
Manage Text Banking
Products and Services » Manage Text Banking
Text Banking allows you to text prompts to find out your balance, transfer funds and more. Using this Manage Text Banking tab allows you to enroll in Text Banking. Select Products and Services in the left hand menu. Then select Manage Text Banking. Select the…
Manage External Accounts
Transactions and History » Manage External Accounts
Manage External Accounts allows you to link External Accounts at other financial institutions in order to make transfers to/from these accounts to/from your Robins Financial account. *Members must meet qualifications to have access to the External Transfers. Select…
Manage Card Fraud Text
Cards » Manage Card Fraud Text
Robins Financial Credit Union is pleased to offer additional fraud security options for our members. In addition to the phone calls we already make to identify suspicious activity on your account, we are now providing fraud alerts to cardholders via text message. To…
Homepage Overview
Commercial Digital Banking » Homepage Overview
Commercial Digital Banking refers to the suite of digital banking services tailored specifically for businesses and corporations. These platforms offer a wide range of features designed to streamline financial management, enhance efficiency, and provide greater control…
Transfer Funds
Transactions and History » Transfer Funds
We have simplified transferring funds. This feature allows you to process transfers, M2M Transfers and External Transfers within your Digital Banking. Processing a Transfer Select Transactions and History in the left hand menu. Then select Transfer Funds. Select…
Multi-Account Transfer
Commercial Digital Banking » Multi-Account Transfer
Multi-Account Transfers can eliminate time spent on manually funding accounts and simplify tracking of transfers and reconciliation through cross-referencing of account numbers on bank statements. Each Multi-Account Transfer template requires a unique name and can…
Accounts
Accounts
Open Accounts Add Joint ClickSWITCH Direct Deposit Form Order Checks Overdraft Transfers Change Way You Save
Quick Transfer
Homepage » Quick Transfer
Quick Transfers allow you to transfer from a specific account without navigating to the Transfer Funds tab. Select this icon on a particular share or loan. Then select Quick Transfer. Select an account to send the funds to. Enter the amount you wish to…
Wires
Commercial Digital Banking » Payments » Wires
We offer the ability to submit wire transfers within Commercial Digital Banking, allowing you and your business to proceed without the interruption to your day to day. *These features are for commercial accounts only. Interested businesses can reach out to Treasury…
ACH
Commercial Digital Banking » Payments » ACH
We have a variety of ACH Payment options to streamline how you transfer money from one bank account to another without using paper checks, credit card networks, wire transfers, or cash. *This feature is for commercial accounts only. Interested businesses can reach out…
Loan Payoff
Loans » Loan Payoff
Every single loan has a payoff amount, this amount changes daily with interest and payments. Our Loan Payoff page will give you the total amount needed to pay off your loans on the current day. Select Loans in the left hand menu. Then select Loan Payoff. All of…
Products and Services
Products and Services
Bill Pay Mobile Bill Pay E-Statements eAlerts Manage Mobile Deposit Manage Text Banking Push Notifications Financial Education
Member to Member Transfer [M2M]
Transactions and History » Member to Member Transfer [M2M]
Member to Member Transfers allow qualifying members to transfer funds from their account to other Robins members. This form is for single transactions only. It cannot be used to transfer to accounts you already have linked, or within your own account. Those…
Recipients
Commercial Digital Banking » Recipients
Recipients allows you to add a person or entity in which the business desires to send funds to, prior to sending a payment. A recipient is any person or business your business can send funds to or receive funds from. After you create a recipient, you can include the…
Account Summary Overview
Homepage » Account Summary Overview
After you login, you are taken directly to the Account Summary page. For Consumers, this page will allow you to view all of your primary and joint accounts, account balances, and navigate through multiple different features, thus enhancing your Digital Banking…
Online Activity Center
Transactions and History » Online Activity Center
The Online Activity Center is a one-stop-shop for all transactions that you have conducted within your Digital Banking. This center is broken down into three different tabs: Single Transactions, Recurring Transactions and Deposited Checks. *Deposited Checks will only…
Transactions and History
Transactions and History
Transfer Funds Member to Member Transfer [M2M] Enroll in M2M Deposit a Check Merchant Capture Online Activity Center Manage External Accounts
Account Preferences
Self Service Options » Account Preferences
Account Preferences lists all of your accounts in Digital Banking, including your linked External Accounts and linked Member to Member accounts. Here you can nickname your accounts, group them together, hide them and manage how they appear on the Account Summary…
User Roles
Commercial Digital Banking » User Roles
User Roles allows Treasury Service businesses to designate specific rights and features for additional digital banking users which are created under User Management. Managing User Roles enables you to create and manage user roles within digital banking.…
Accessibility
Self Service Options » Accessibility
Accessibility gives you the ability to manage the theme for Digital Banking. Enabling High Contrast mode changes the color scheme to black and white, compared to full color. Select Self Service Options in the left hand menu. Then select Accessibility. …
Cancelling Payment
Loan Payment Portal » Cancelling Payment
After setting up a recurring payment you have an option to cancel the created payment series. Select Accounts & Loans Then select Manage AutoPay under the loan or Visa you wish to cancel the series for The Edit Scheduled Payment screen will populate Scroll…
Deposit a Check
Transactions and History » Deposit a Check
Depositing checks has never been easier; this feature allows you to capture images of your check and deposit it into your account. *Members must meet qualifications to have access to the Mobile Deposit feature and must enroll via Manage Mobile Deposit prior to…
User Management
Commercial Digital Banking » User Management
The User Management page lists all of the Commercial Digital Banking users (employees). Every user has an individual set of rights, including: Rights to create payments and templates of specific Transaction Types Limits on the transactions the user can…
Security Preferences
Self Service Options » Security Preferences
Security Preferences allows you to change your password and manage how you receive secure access codes. Changing Password Select Self Service Options in the left hand menu. Then select Security Preferences Then select Change Password Enter your old…
ClickSWITCH
Accounts » ClickSWITCH
ClickSWITCH allows primary members to easily switch their deposits and automatic payments from other financial institutions to their accounts at Robins Financial. !This process on average takes up to 14 business days. During the processing window, your…
Financial Tools
Homepage » Financial Tools
Financial Tools is a system that allows you to budget and manage your finances by aggregating (linking) your accounts across multiple financial institutions. *You will not be able to conduct transactions with linked accounts in Financial Tools. You will still have to…
Contact Preferences
Self Service Options » Contact Preferences
Contact Preferences allows you to update your address and contact information associated with your account. Select Self Service Options in the left hand menu. Then select Contact Preferences. Updating your address Your current address will display for your…
Payments
Commercial Digital Banking » Payments
Commercial payments are transactions that businesses or corporations create to pay or collect funds using these payment options: ACH Wires *These features are for commercial accounts only. Interested businesses can reach out to Treasury Services for more…
Mobile Bill Pay
Products and Services » Mobile Bill Pay
This type of Bill Pay is a shortened version to allow all the same capabilities on mobile devices. Select Products and Services in the left hand menu. Then select Mobile Bill Pay. Pay Bills Pay Bills houses all of your payees and allows you to process…
Powered by
