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I Am a New User
I Am a New User
First Time Enrollment How to Protect Yourself Online Logging On Logging Off Forgot Password Forgot/Unlock Login
Documents
Products and Services » Documents
If you are needing to reduce clutter, enroll in our Documents. Documents are an electronic version of your regular Robins Financial Credit Union statement that you would normally receive in the mail. In addition to receiving your statement sooner, receiving your…
Products and Services
Products and Services
Bill Pay Mobile Bill Pay E-Statements eAlerts Manage Mobile Deposit Manage Text Banking Push Notifications Financial Education
Finding Loan Payment/Due Date
Homepage » Finding Loan Payment/Due Date
Locating in Web Browser After you login, Select which loan you would like to view your Payment or Due Date information. VISA, Home Equity Loans, or Line of Credits Once you are on the Account Details page select Details The Details will drop down and your…
Mortgage Loans
Loans » Mortgage Loans
Mortgage Loans are directly linked through this tab. Here you will be able to view all history, balances, statements, account notes, account information and payment information for your mortgage. !To make a mortgage payment, use the Make a Payment feature in the…
eAlerts
Products and Services » eAlerts
Stay up to date with your account activity with free account alerts instantly delivered to your inbox. You can receive e-Alerts via email or as an MMS message to your mobile phone. Select Products and Services in the left hand menu. Then select eAlerts. Delete ALL…
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…
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…
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…
Account Grouping
Homepage » Account Grouping
If you prefer to have your shares and loans grouped together in their own category, you can use our Account Grouping option. Left click and hold on the share or loan you wish to group. This icon will appear in the bottom right of the Homepage. Drag and drop your…
PIN Request
Cards » PIN Request
It is easy to forget which PIN goes with which card. If you happen to forget your PIN, you can use our PIN Request to mail yourself a new one. *Since your PIN number will be mailed, please use our Contact Preferences tab to ensure your address is correct. Select…
Apply for a Loan
Loans » Apply for a Loan
If you are unable to come into a branch to Apply for a Loan here is another convenient option. Select Loans in the left hand menu. Then select Apply for a Loan. You will then be taken to a new page. On the new page you will select New You will then…
Positive Pay
Commercial Digital Banking » Positive Pay
Positive Pay (Fraud Prevention) is designed for Commercial Digital Banking members that write checks or have ACH items. Commercial Digital Banking members that have Positive Pay will receive daily e-mails, usually before open of business. The email will state if…
Change Login ID
Self Service Options » Change Login ID
!Security tip: We recommend using a complex/unique Login ID. Not a Login ID that you use to login to any other website. Select Self Service Options in the left hand menu. Then select Security Preferences Next select Change Login ID On the next screen you…
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…
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…
Deleting an Account Grouping
Homepage » Deleting an Account Grouping
Deleting an Account Grouping is just as easy as it is to create one. Left click and hold the share or loan you wish to remove. Then drag and drop your share or loan back under the Accounts group or into the new group you have created. (If you have multiple shares…
First Time Enrollment
I Am a New User » First Time Enrollment
When enrolling in Digital Banking for the first time, you will have to complete an enrollment form. This form requires personal and account criteria to be completed, so be sure to have your account information handy! If you do not have this information available,…
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…
Messages
Messages
Do you need to speak with someone about an issue you are having with your account? Messages allow you to speak with a representative about these issues. Select Messages in the left hand menu. The left hand side of the messages form lists all of your previous…
Activate Card
Cards » Activate Card
Activate Card allows you to activate a new debit card in Digital Banking. Select Cards in the left hand menu. Then select Activate Card. When you have a card to activate it will be listed here with a check box. Select the box. Then select Submit. …
Report a Lost/Stolen Card
Cards » Report a Lost/Stolen Card
If you lose your debit or credit card, or it is stolen, you can use this form to block and deactivate the card. !Contact us, 478-923-3773 or 800-241-2405, immediately if you find unauthorized transactions. For 24-hour card support contact Falcon Fraud Prevention at…
Forgot Password
I Am a New User » Forgot Password
If you forget your password, reset it using the Forgot Password feature under the Digital Banking login box on our homepage. Select the Forgot Password link. Enter your Login ID and select Submit. Choose a contact method to receive a Secure Access…
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…
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…
Push Notifications
Products and Services » Push Notifications
Push Notifications Allow you to set up alerts for your mobile device. These alerts are customizable and can be managed all within the digital banking app. First you will select the push notifications options under the products and services tab of the menu. The…
Homepage
Homepage
Account Summary Overview Financial Tools Finding Your MICR/Routing Number Finding Loan Payment/Due Date Quick Transfer Account Grouping Deleting an Account Grouping
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…
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…
Welcome
Welcome
Our Digital Banking Guide is a great tool for those just getting started on their digital journey at Robins Financial, or maybe just to explore a new feature. In this guide you will find step-by-step instructions for how to use all the features and benefits inside…
Direct Deposit Form
Accounts » Direct Deposit Form
Our Direct Deposit form allows you to select an account that you need a direct deposit form for and get a printable or savable pdf. The first step is to navigate to the accounts menu item on the left side of your screen. Then you will select Direct Deposit Form …
Branches
Branches
The Branches tab allows to you to locate your nearest branch, find an ATM, or locate one of our shared branches. Select Branches on the left hand menu. Once you select Branches it will open our website’s Locations page in a new browser tab. Here you…
Reports
Commercial Digital Banking » Reports
We offer a variety of standard reports that can be generated to provide information of your financial business conducted in or through Commercial Digital Banking You can filter information based on criteria such as Account Number or Transaction Type, and access…
Merchant Capture
Transactions and History » Merchant Capture
Merchant Capture allows businesses to electronically present check images for deposit at Robins Financial using a compatible check scanner. This service is for business accounts only. Interested businesses can reach out to Treasury Services for more information and…
Get CoBrowsing Code
Self Service Options » Get CoBrowsing Code
Get CoBrowsing Code gives you a five digit code which will allow a Robins Financial Digital Banking Agent live, view only rights, to your Digital Banking. In order to use this code you will need to select the Let’s chat bubble in the bottom right hand corner and…
Bill Pay
Products and Services » Bill Pay
Robins Financial’s free Bill Pay can simplify your life. You can pay all your bills digitally with just the click of a mouse. Bill Pay Enrollment Select Enroll in Bill Pay on the Account Summary homepage. Select which account you would like to…
Logging On
I Am a New User » Logging On
After you have finished the First Time Enrollment, logging in is fast and easy. There are two different locations that your can login from; the first is on our homepage, www.robinsfcu.org, and the other is located under Account Access. Logging in only requires your…
Loan Payment Portal
Loan Payment Portal
Robins Financial offers its members a fast and easy way to make your loan payments online using your account or accounts from other financial institutions through our ECM Loan Payment Portal. This payment Portal, which is separate from our digital banking option, is…
Name Change Request
Self Service Options » Name Change Request
Navigate to Self Service Options on the left-hand side menu in Digital Banking. Then click Name Change Request. You will select the name record. Once selected, the ‘Start Name Change Request’ button will display. Upon clicking Start Name Change Request, you…
Open Accounts
Accounts » Open Accounts
This feature allows you to open new shares within Digital Banking. Select Accounts in the left hand menu. Then select Open Accounts. Select which share you would like to open, a Checking, Savings or Certificate. Select which type of Checking or…
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…
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.…
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…
How to Protect Yourself Online
I Am a New User » How to Protect Yourself Online
Criminals are finding new ways to target consumers online every day. You can control the risk of being a victim of online attacks by following these simple steps: Never share your login credentials or passwords with anyone for any reason. Use different and…
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…
Safeguarding Your Information
Safeguarding Your Information
It is our policy at Robins Financial Credit Union to hold member information in confidence, subject to applicable legal requirements. To protect member privacy Robins Financial Credit Union controls the way any information about members is shared. Please view and/or…