Getting Started

Getting started with the First Service Digital Banking is easy. Once you are ready to get started with the new platform, you can find step-by-step instructions, screenshots, and even videos to make it easy to manage your account.

Check out these tips below.

Using Your Digital Banking Account

Registering your account in our new digital banking experience is quick and easy. Please watch the video to the right or follow the instructions below to ENROLL IN SECONDS.

 

  1. Make sure you are able to provide your Social Security number, member number, and date of birth before beginning the process.
  2. Start by clicking ENROLL NOW on FSCU.com.

  3. Provide the Social Security number, member number, and date of birth associated with your membership.
    • a. If you are enrolling a business account, select the toggle button at the top and enter your business’ tax identification number (Social Security number or employer identification number) and member number.

  4. Click Continue and follow the prompts to complete your enrollment.
    • This will include choosing your username and password, so choose something you will be able to remember.

  5. You will be prompted to log in at this point using your new login credentials. Enter your username and password and click Continue.

  6. The first time you log in with your new digital banking credentials, you will be prompted to verify your identity by having a PIN code sent to either your mobile device or email address. Select where you’d like to receive the PIN code and click Continue.
  7. Enter the PIN code once you receive it and click Submit.
  8. You will now be able to manage your account in digital banking.
  1. Open the App Store or Google Play on your mobile device.
  2. Search for “First Service Credit Union”. If you are viewing this page on your mobile device, you can click the button below that corresponds to your device’s operating system.

    • DOWNLOAD FROM THE APP STORE
    • DOWNLOAD FROM THE GOOGLE PLAY STORE

  3. Choose GET and follow the prompts to install the app.
  4. Open the app on your device to log in and manage your account.
  1. Once you’ve logged in to digital banking, navigate to Settings.

  2. Under Logging In, you will see options to change not only your username and password, but also your security phrase, security image, and automatic log-off time.
  3. Select the item you’d like to change and follow the prompts on your screen.
  4. Click Save Changes.

Please watch the following videos or follow the instructions below to recover your Username and/or Password.

What to Do If You Forgot Your Username

 

What to Do If You Forgot Your Password

 

  1. When logging in, you will be asked to provide your username first. If you are not sure what your username is, you can click on I forgot my username.

  2. Select whether you have an individual or business membership.
    • If you are an individual, provide your Social Security number, member number, and date of birth as requested.
    • If you are business, provide your business’ tax identification Number (social security number or employer identification number) and member number.

  3. You will then be prompted to verify your identity by having a PIN code sent to either your mobile device or email address. Select where you’d like to receive the PIN code and click Submit.

  4. Your username will then be sent to the email address associated with your account.
  5. If you know your username but can’t remember your password, enter your username, click Log In, then click on I forgot my password.

  6. Select whether you have an individual or business membership.
    • If you are an individual, provide your Social Security number, member number, and date of birth as requested.
    • If you are business, provide your business’ tax identification Number (social security number or employer identification number) and member number.

  7. You will then be prompted to verify your identity by having a PIN code sent to either your mobile device or email address. Select where you’d like to receive the PIN code and click Submit.

  8. You will receive an email sent to the email address associated with your account, which will include a link to reset your password. Click the link and follow the instructions to set up your new password.
  9. At this point you can return to the Login screen to access your digital banking account.
  1. If you know your username but can’t remember your password, enter your username, click Log In, then click on I forgot my password.

  2. Select whether you have an individual or business membership.

    • If you are an individual, provide your Social Security number, member number, and date of birth as requested.

    • If you are business, provide your business’ tax identification Number (social security number or employer identification number) and member number.
  3. You will then be prompted to verify your identity by having a PIN code sent to either your mobile device or email address. Select where you’d like to receive the PIN code and click Continue.

  4. You will receive an email sent to the email address associated with your account, which will include a link to reset your password. Click the link and follow the instructions to set up your new password.

  1. Once you’ve logged in to digital banking, navigate to Settings.

  2. Under Logging In, you will see options to change not only your security phrase, security image, and automatic log-off time.
  3. Select the item you’d like to change and follow the prompts on your screen.
  4. Click Save Changes.

  1. Once you’ve logged in to digital banking, navigate to Settings.
  2. Select Contact Information and you will see the display name, address, email, and phone numbers associated with your account.

  3. Select the item you’d like to change and follow the prompts on your screen.

  4. Click Save Changes.
  1. Once you’ve logged in to the digital banking app, open the Navigation Menu in the top left corner.

  2. Navigate to the bottom of the menu and select Contact Information in the menu.

  3. You will see the display name, address, email, and phone numbers associated with your account.

  4. Select the item you’d like to change and follow the prompts on your screen.

  5. Click Save Changes.
  1. Once you’ve logged in to digital banking, you will see your Account Overview page.

  2. For more detailed information about a specific account, including its Balance Overview and Transaction History from the last 90 days, click on that account.

  1. Once you’ve logged in to digital banking, you will see your Account Overview page.
  2. Select the account you’d like to review and navigate to View all transactions.
  3. This will open the account’s Transaction History for the last 90 days. You may change this date range, search for specific transactions, or toggle to another account from this page.

  1. Once you’ve logged in to digital banking, you will see your Account Overview page.

  2. Select the account you’d like to review, which will open the account’s Transaction History for the last 90 days. Tap Load More History to see older transactions or search for specific transactions.

  1. Once you’ve logged in to digital banking, navigate to Settings.
  2. Select Event Logs to see the activity that’s taken place on your account.

Banking from Our Mobile App

  1. Open the App Store or Google Play on your mobile device.
  2. Search for “First Service Credit Union”. If you are viewing this page on your mobile device, you can click the button below that corresponds to your device’s operating system.

    • DOWNLOAD FROM THE APP STORE
    • DOWNLOAD FROM THE GOOGLE PLAY STORE

  3. Choose GET and follow the prompts to install the app.
  4. Open the app on your device to log in and manage your account.
  1. Make sure you are able to provide your Social Security number, member number, and date of birth before beginning the process.
  2. Start by installing the app to your mobile device.
  3. Once the app is installed, you will open the app to find the Login screen.
  4. Select Register to enroll your account in digital banking.

  5. Provide the Social Security, member number, and date of birth associated with your membership.

  6. If you are enrolling a business account, select the toggle button at the top and enter your business’ tax identification number (Social Security number or employer identification number) and member number. Click Continue and follow the prompts to complete your enrollment.
    • This will include choosing your username and password, so choose something you will be able to remember.
  7. You will be prompted to log in at this point using your new login credentials. Enter your username and password and click Continue.

  8. The first time you Log in with your new digital banking credentials, you will be prompted to verify your identity by having a PIN Code sent to either your mobile device or email address. Select where you’d like to receive the PIN Code and click Continue.
  9. Enter the PIN Code once you receive it and click Submit.

  10. You will now be able to manage your account in digital banking.
  1. If you know your username but can’t remember your password, enter your username, click Log In, then click on I forgot my password.

  2. Select whether you have an individual or business membership.

    • If you are an individual, provide your Social Security number, member number, and date of birth as requested.

    • If you are business, provide your business’ tax identification Number (social security number or employer identification number) and member number.
  3. You will then be prompted to verify your identity by having a PIN code sent to either your mobile device or email address. Select where you’d like to receive the PIN code and click Continue.

  4. You will receive an email sent to the email address associated with your account, which will include a link to reset your password. Click the link and follow the instructions to set up your new password.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to the bottom of the menu and select Settings.

  3. Under Settings, you will have the ability to toggle Quick Balance on or off.

  4. Choose the accounts for which you would like to see the balance without logging in.

  5. After setting this up, you will now be able to see a preview of your balances from the Login screen. Simply, open the app and tap the Quick Balance button.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to the bottom of the menu and select Settings.

  3. Under Settings, you will have the ability to toggle Request Biometrics on Startup on or off.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to Card Block or Unblock.

  3. The Card Controls screen lists all of your cards. You may toggle the blue switch next to a card to disable it or click on the card name for more details.

  4. After selecting a card, you may also select the blue toggle option on the Card Details screen. The text below your card will change to “Card is frozen.”
  5. If you’d like to unblock your card at any time, select the gray toggle option. The text below your card will change to “Card is active.”

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to Mobile Deposit.

  3. You will be prompted with an instruction to write “For Mobile Deposit Only” on the back of the check under your signature. Press Ok to proceed.
  4. Choose the account to which you would like to deposit the check. If you have access to another membership, you can select the button in the lower right corner to see all available accounts associated with each membership.

  5. Fill in the amount of the check where asked.
  6. Click Check Front to use your device’s camera to capture an image of the front of the check.
  7. Click Check Back to use your device’s camera to capture an image of the back of the check.
  8. Click Submit and follow the prompts to finalize your deposit.

Managing Your Banking Accounts and Loans

  1. Once you’ve logged in to digital banking, you will see your Account Overview page.

  2. For more detailed information about a specific account, including its Balance Overview and Transaction History from the last 90 days, click on that account.

  1. Once you’ve logged in to digital banking, you will see your Account Overview page.
  2. Near the top of this page, select Manage Account Groupings.

  3. Click Add Account Group to enter a new group name.

  4. Once you have set up your group names, click Return to Accounts to return to the Account Overview page.
  5. From the Account Overview page, you can move your accounts into the groups you create. To do so, move your curser over the divider lines until crossbar symbol appears. Then, drag and drop in into your account groupings.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to the bottom of the menu and select Settings.

  3. Under Settings, you will have the ability to toggle Quick Balance on or off.

  4. Choose the accounts for which you would like to see the balance without logging in.

  5. After setting this up, you will now be able to see a preview of your balances from the Login screen. Simply, open the app and tap the Quick Balance button.

  1. Once you’ve logged in to digital banking, you will see your Account Overview page.
  2. Select the account you’d like to review and navigate to View all transactions.
  3. This will open the account’s Transaction History for the last 90 days. You may change this date range, search for specific transactions, or toggle to another account from this page.

  1. Once you’ve logged in to digital banking, you will see your Account Overview page.

  2. Select the account you’d like to review, which will open the account’s Transaction History for the last 90 days. Tap Load More History to see older transactions or search for specific transactions.

The Personal Spending Analyzer is a tool we offer members, so they can see how they’re spending their money. The tool creates a circle graph, as well as a text chart with actual dollar amounts, to show what percentage of a member’s spending takes place at a certain type of business.

  1. Log in to digital banking and navigate to Personal Spending Analyzer under Accounts.
  2. For additional information about each category, simply click that category to see a breakdown your spending at different businesses within that category.

  1. Once you’ve logged in to digital banking, navigate to See All Loan Options under Apply for a Loan.
  2. A new page should open in the browser that will introduce the different loan options available from First Service.

**You may also notice an option labeled Instant Loan in the navigation. If you qualify, an Instant Loan is a short-term loan with the terms defined inside digital banking. If you qualify and are interested, simply provide the requested information, agree to the terms of the loan, and click Continue.

  1. Once you’ve logged in to digital banking, navigate to Add a New Account under Accounts.
  2. You will be asked two questions about the type of account you’d like to be open. Answer them using the dropdowns provided then Click Next.

  3. Provide your account funding source and amount, click to accept the terms, and provide your virtual signature where indicated.
  4. Click Open Share to finalize the creation of your new checking, savings, or other deposit account.

  1. To give one of your accounts or loans a nickname, navigate to Account Overview.

  2. Select the account or loan that you’d like to edit.
  3. Click on the pencil icon next to the name of the account, and an editable field will appear.

  4. Enter the new nickname in the editable field and click the checkmark to save the new nickname.
  1. To manage your CDs, navigate to Manage My CDs under the Accounts tab.
  2. Select the the link under Dividend Instruction to change how your dividends will be paid.
  3. Select the link under Maturity Instruction to select whether you want your CD to transfer or renew upon maturity.
  4. After making any changes, Click Ok to confirm.

  1. Navigate to View Cards under Manage First Service Card in the menu.

  2. Find the card that you have lost in the list.
  3. Click Mark as Lost and Reorder next to the card you wish to replace.
  4. Click Ok to permanently deactivate that card number and have a new card with a new number mailed to you.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to Card Block or Unblock in the menu.

  3. Click on the card that you have lost in the list.

  4. Click Mark as Lost and Reorder.

  5. Click Ok to permanently deactivate that card number and have a new card with a new number mailed to you.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to Card Block or Unblock in the menu.

  3. Click on the card that you have lost in the list.

  4. Click Request a Replacement Card by Mail.

  5. Click Ok to have a new card with the same number mailed to you.

  1. Once you’ve logged in to digital banking, navigate to Redeem Rewards under Accounts.
  2. View your points here and, if you’re ready to redeem them, select Go to Debit Rewards Portal.

  1. Once you’ve logged in to digital banking, navigate to See Dividends & Interest under Accounts.
  2. By year, you can view the dividends each of your accounts has earned, as well as the interest paid towards each of your loans or lines of credit.

  1. Once you’ve logged in to digital banking, navigate to Skip-A-Pay under Transfers & Bill Pay.
  2. If you have a loan that is eligible for Skip-A-Pay, it will appear on this page. Follow the prompts on screen to apply Skip-A-Pay to the loan(s) you choose.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to More Features.

  3. In the More Features menu, click on Skip-A-Pay.

  4. On the Skip-A-Pay screen, choose the loan that you want to skip. Loans eligible for skip-a-pay will display a green check mark. If the loan that you have selected is ineligible for skip-a-pay, a red notification will display.

  5. There is a $35 fee for the Skip-A-Pay option. Please select the share to cover the $35 fee.

  6. Click Continue and select Confirm on the next screen to complete the process.

  1. click on Additional Services in the menu under Settings.
  2. Click Courtesy Pay to see an explanation of the service, and a list of any accounts eligible for Courtesy Pay with an on/off switch to the right of each one. The toggle will be gray if the account has not “Opted In.”
  3. Click on the accounts that you want to “Opt In” and the toggles will turn green.
  4. After you’ve made your selections, check the box to agree to the terms and click Save Changes to enroll the account(s) into Courtesy Pay.

  1. Once you’ve logged in to digital banking, navigate to Overdraft Transfer Protection under Accounts.
  2. You will see a dropdown menu that shows all of your accounts that are eligible for overdraft protection.
  3. Select the account for which you’d like to set up overdraft protection.
  4. Once you’ve selected an account, you can Add, Delete, or Arrange the overdraft settings by following the prompts on screen.

  1. Once you’ve logged in to digital banking, navigate to Make a Transfer under Transfers & Bill Pay.
  2. Select the account you’d like to transfer money from in the left column.
    • Note the question, “Where is the money coming from?”
  3. Select the account you’d like to transfer money to in the center column.
    • Note the question, “Where is the money going?”
  4. Fill in the Amount, indicate when you’d like to make the transfer, and add a Memo for the transfer in the right column.
  5. Click Transfer Now or Schedule Transfer to complete the transfer.

  1. Once you’ve logged in to digital banking, navigate to Manage External Accounts under Transfers & Bill Pay.
  2. Select Add New Payee.

  3. Provide the required information and click Link Account.

  4. Once the external account is linked, we will make two small deposits into that account to confirm that it is yours. Once you receive those deposits, you can return to the Manage External Accounts screen and click Confirm to enter the deposit amounts.
  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to External Transfers.

  3. Select the plus sign to the right of External Accounts.

  4. Provide the required information and click Link Account.

  5. Once the external account is linked, we will make two small deposits into that account to confirm that it is yours. Once you receive those deposits, you can return to the Manage External Accounts screen and click Confirm to enter the deposit amounts.
  1. Once you’ve logged in to digital banking, navigate to View My Investments under Investments.
  2. Select the appropriate radio button to indicate whether you would like to execute a Rollover or a Transfer.
  3. Click Initiate Request.
  4. A member of the First Service team will contact you using the information provided in your profile to complete your request.

  1. Once you’ve logged in to digital banking, navigate to Set Up Direct Deposit under Accounts.
  2. You will see a list of your eligible accounts. Allocate the percentage of your paycheck that you would like to have directed to each account in the empty field to the right of each account.
    • The total amount of these items must add up to 100% for you to move on.

  3. Once you have noted the allocation you would like, select Next.
  4. Review the information on your screen and, if everything looks correct, Click Submit.

  5. A new direct deposit form will be generated. Click Download Direct Deposit Form to download this form as a PDF document that you can take to the payroll manager at your workplace.

  1. Once you’ve logged in to digital banking, navigate to Request an Appointment at the bottom of the navigation menu.
  2. Provide the requested information and press Confirm to submit your request.

  1. Once you’ve logged in to digital banking, navigate to View Cards under Manage First Service Cards.
  2. Select the card you wish to manage and follow the prompts on screen to block/unblock it or reorder a new card.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to Card Block or Unblock.

  3. Select the card you wish to manage and follow the prompts on screen to block/unblock it, reorder a new card, or request a replacement card.

  1. Once you’ve logged in to digital banking, navigate to Semester Earnings under Accounts in the menu.
  2. Select the youth member whose grades you will be submitting.
  3. Upload the youth member’s report card.
  4. Enter the grades for each subject from the report card.
  5. Click Submit, and the earnings will be submitted to our team to be deposited into your account.

Transferring Safely between Accounts

  1. Once you’ve logged in to digital banking, navigate to Bill Pay under Transfers & Bill Pay.

  2. The first time you use Bill Pay, you will need to set up enroll from a browser, and a new environment will appear in a new browser tab. Provide the requested information, check the box to accept the terms & conditions, then Click Submit.
  3. Follow the prompts on screen to complete your Bill Pay transaction.

  1. Once you’ve logged in to digital banking, navigate to Skip-A-Pay under Transfers & Bill Pay.
  2. If you have a loan that is eligible for Skip-A-Pay, it will appear on this page. Follow the prompts on screen to apply Skip-A-Pay to the loan(s) you choose.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to More Features.

  3. In the More Features menu, click on Skip-A-Pay.

  4. On the Skip-A-Pay screen, choose the loan that you want to skip. Loans eligible for skip-a-pay will display a green check mark. If the loan that you have selected is ineligible for skip-a-pay, a red notification will display.

  5. There is a $35 fee for the Skip-A-Pay option. Please select the share to cover the $35 fee.

  6. Click Continue and select Confirm on the next screen to complete the process.

  1. Once you’ve logged in to digital banking, navigate to Bill Pay under Transfers & Bill Pay.
  2. The Bill Pay environment will appear in a new browser tab. Bill payments processed in the last 45 days will display in the History section.
  3. Click View More to see older bill payments.
  1. After opening the app and logging in, open the Navigation Menu in the top left corner.
  2. Navigate to Bill Pay in the menu.
  3. Select the History tab to see all previous bill payments.

  1. Navigate to Make a Transfer under Transfers & Bill Pay in the menu.
  2. In the first column, select the account from which you wish to pay the loan.
  3. In the second column, select the loan you which to pay off.
  4. In the third column, select Balance Payoff with the amount shown next to it.
  5. Click Transfer Now to transfer the payment immediately.
  1. Navigate to Make a Transfer in the menu.
  2. Select the account from which you wish to pay the loan.
  3. Select the loan you wish to pay off.
  4. Under Type of Payment, select Balance Payoff with the amount shown next to it.
  5. Select the date you want the payment to be initiated and click Submit.
  1. Once you’ve logged in to digital banking, navigate to Make a Transfer under Transfers & Bill Pay.
  2. Select the account you’d like to transfer money from in the left column.
    • Note the question, “Where is the money coming from?”
  3. Select the account you’d like to transfer money to in the center column.
    • Note the question, “Where is the money going?”
  4. Fill in the Amount, indicate when you’d like to make the transfer, and add a Memo for the transfer in the right column.
  5. Click Transfer Now or Schedule Transfer to complete the transfer.

  1. Once you’ve logged in to digital banking, navigate to Pay Loan with Card under Transfers & Bill Pay.
  2. Provide the required information and check the boxes to confirm your payment information and acknowledge the service charge.
  3. Select Next.
  4. Follow the prompts on screen to complete your payment.

** Please note that there is a $7.00 service charge for paying your First Service loan with an external debit or credit card. Payments may take effect immediately but can take up to three days for the transaction to appear on your card.

  1. Once you’ve logged in to digital banking, navigate to Transfer a Credit Card Balance under Transfers & Bill Pay.
  2. Complete the required information about the cards you wish to transfer to and from.
  3. Select Submit to finalize your request.
  1. Once you’ve logged in to digital banking, navigate to Make a Transfer under Transfers & Bill Pay.
  2. Select the account you’d like to transfer money from in the left column. Note the question, “Where is the money coming from?”
    • If you’ve already set up an eligible External Account, it will appear in this column. If you have not set up an eligible external account, you may select An External Account and follow the prompts on screen to link a new account.
  3. Select the account you’d like to transfer money to in the center column. Note the question, “Where is the money going?”
  4. Fill in the Amount, indicate when you’d like to make the transfer, and add a Memo for the transfer in the right column.
  5. Click Transfer Now or Schedule Transfer to complete the transfer.
  1. Once you’ve logged in to digital banking, navigate to Manage External Accounts under Transfers & Bill Pay.
  2. Select Add New Payee.

  3. Provide the required information and click Link Account.

  4. Once the external account is linked, we will make two small deposits into that account to confirm that it is yours. Once you receive those deposits, you can return to the Manage External Accounts screen and click Confirm to enter the deposit amounts.
  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to External Transfers.

  3. Select the plus sign to the right of External Accounts.

  4. Provide the required information and click Link Account.

  5. Once the external account is linked, we will make two small deposits into that account to confirm that it is yours. Once you receive those deposits, you can return to the Manage External Accounts screen and click Confirm to enter the deposit amounts.
  1. Once you’ve logged in to digital banking, navigate to Make a Transfer under Transfers & Bill Pay.
  2. Select the account you’d like to transfer money from in the left column. Note the question, “Where is the money coming from?”
  3. Select Another Member in the center column. Note the question, “Where is the money going?”
  4. Provide the requested member account details as prompted on the screen.
  5. Fill in the Amount, indicate when you’d like to make the transfer, and add a Memo for the transfer in the right column.
  6. Click Transfer Now to complete the transfer.
  1. Once you’ve logged in to digital banking, navigate to Make a Transfer under Transfers & Bill Pay.
  2. Select the account you’d like to transfer money from in the left column. Note the question, “Where is the money coming from?”
  3. Select the account you’d like to transfer money to in the center column. Note the question, “Where is the money going?”
    • If you’ve already set up an eligible External Account, it will appear in this column. If you have not set up an eligible external account, you may select An External Account and follow the prompts on screen to link a new account.
  4. Fill in the Amount, indicate when you’d like to make the transfer, and add a Memo for the transfer in the right column.
  5. Click Transfer Now or Schedule Transfer to complete the transfer.
  1. Once you’ve logged in to digital banking, navigate to Wire Money under Transfers & Bill Pay.
  2. Provide the requested information and select Continue.
  3. Confirm the transfer information and indicate your agreement to the terms.
  4. Click Submit to initiate your wire transfer.
  1. Once you’ve logged in to digital banking, navigate to Make a Transfer under Transfers & Bill Pay.
  2. Select the account you’d like to transfer money from in the left column. Note the question, “Where is the money coming from?”
    • If you’ve already set up an eligible External Account, it will appear in this column. If you have not set up an eligible external account, you may select An External Account and follow the prompts on screen to link a new account.
  3. Select the account you’d like to transfer money to in the center column. Note the question, “Where is the money going?”
  4. Fill in the amount then select One Time Transfer or Recurring Transfer to indicate when you would like to schedule your transfer.
  5. Click Schedule Transfer to complete the transfer.
  1. Once you’ve logged in to digital banking, navigate to Manage Schedules Transfers under Transfers & Bill Pay.

  2. Select the transfer you’d like to edit.
  3. Select Remove Transfer.

  1. Once you’ve logged in to digital banking, navigate to View My Investments under Investments.
  2. Select the appropriate radio button to indicate whether you would like to execute a Rollover or a Transfer.
  3. Click Initiate Request.
  4. A member of the First Service team will contact you using the information provided in your profile to complete your request.

  1. Once you’ve logged in to digital banking, navigate to Make a Transfer under Transfers & Bill Pay.
  2. Select the eligible line of credit from which you’d like to transfer money in the left column. Note the question, “Where is the money coming from?”
  3. Select the account you’d like to transfer money to in the center column. Note the question, “Where is the money going?”
  4. Fill in the amount> then select One Time Transfer or Recurring Transfer to indicate when you would like to schedule your transfer.
  5. Click Transfer Now to complete the transfer.

Monitoring Your Account Activity

  1. Once you’ve logged in to digital banking, navigate to Statements & Notices in the navigation menu.

  2. A new tab will appear that contains all statements and notices associated with your account.

  1. Once you’ve logged in to digital banking, navigate to Additional Service under settings.
  2. Select eStatements.
  3. You will be asked if you would rather receive your account statements electronically instead of by mail. To enroll in eStatements, click the toggle switch to the right of the question so that it appears green.
  4. If this is the first time you have selected this setting, you will be asked to agree to a disclaimer statement about receiving statements electronically.
  5. Click Save Changes.

  1. Once you’ve logged in to digital banking, navigate to Additional Service under Settings.
  2. Select eStatements.
  3. You will be asked if you would rather receive your account statements electronically instead of by mail. To change your preference from eStatements to printed and mailed statements, click the toggle switch to the right of the question so that it appears grayed out.
  4. Click Save Changes.

  1. Once you’ve logged in to digital banking, navigate to Manage Alerts under Messages & Alerts.
  2. For “General” alerts, click an alert to indicate the method(s) by which you would like to be alerted and click the toggle switch to enroll. If the switch appears green, the alert is turned on.
  3. For account-specific alerts, choose the account for which you’d like to receive alerts. Then, open the alert type and click “Add another” to provide the alert details and to indicate the method(s) by which you would like to be alerted.
  4. Click the toggle switch for an alert to enroll. If the switch appears green, the alert is turned on.
  5. You may set alerts for multiple accounts, but they have to be set one at a time unless they are “General” alerts.

  1. Once you’ve logged in to digital banking, navigate to Manage Alerts under Messages & Alerts.
  2. Click through the eligible accounts on the left to see all alerts that are set up for each account. There are also several “General” alerts that are not specific to a single account, but rather related to your digital banking profile.

  1. Once you’ve logged in to digital banking, navigate to See Dividends & Interest under Accounts.
  2. By year, you can view the dividends each of your accounts has earned, as well as the interest paid towards each of your loans or lines of credit.

  1. Once you’ve logged in to digital banking, navigate to Bill Pay under Transfers & Bill Pay.
  2. The Bill Pay environment will appear in a new browser tab. Bill payments processed in the last 45 days will display in the History section.
  3. Click View More to see older bill payments.
  1. After opening the app and logging in, open the Navigation Menu in the top left corner.
  2. Navigate to Bill Pay in the menu.
  3. Select the History tab to see all previous bill payments.
  1. Navigate to Make a Transfer under Transfers & Payments in the menu.
  2. In the first column, select the account from which you wish to pay the loan.
  3. In the second column, select the loan you which to pay off.
  4. In the third column, select Balance Payoff with the amount shown next to it.
  5. Click Transfer Now to transfer the payment immediately.
  1. Navigate to Make a Transfer in the menu.
  2. Select the account from which you wish to pay the loan.
  3. Select the loan you which to pay off.
  4. Under Type of Payment, select Balance Payoff with the amount shown next to it.
  5. Select the date you want the payment to be initiated and click Submit.
  1. Once you’ve logged in to digital banking, navigate to New Message under Messages & Alerts.
  2. Choose the recipient and subject for your message, then add the body of your message.
  3. Click Select Attachment Type.
  4. Follow the prompts on screen to attach your document.
  5. Select Send to provide your document to our team in a secure message.

  1. Once you’ve logged in to digital banking, you will see your Account Overview page.
  2. Select the account you’d like to review and navigate to View all transactions.
  3. This will open the account’s Transaction History for the last 90 days.
  4. To download your Transaction History for that account, select the Export button.
  5. You will be prompted to choose the file type which you’d like to export. Choose CSV to download your Transaction History as a CSV file.

  1. Once you’ve logged in to digital banking, you will see your Account Overview page.
  2. Select the account you’d like to review and navigate to View all transactions.
  3. This will open the account’s Transaction History for the last 90 days.
  4. To download your Transaction History for that account, select the Export button.
  5. You will be prompted to choose the file type which you’d like to export. Choose OFX to download your Transaction History as a file supported by Quicken.

Maintaining Your Portfolio

  1. Once you’ve logged in to digital banking, navigate to View My Investments under Investments.
  2. Follow the prompts on screen to view reports and navigate your First Service Wealth Management portfolio.
  1. Once you’ve logged in to digital banking, navigate to View My Investments under Investments.
  2. Select the appropriate radio button to indicate whether you would like to execute a Rollover or a Transfer.
  3. Click Initiate Request.
  4. A member of the First Service team will contact you using the information provided in your profile to complete your request.

Protecting Your Account

  1. Once you’ve logged in to digital banking, navigate to Settings.

  2. Under Logging In, you will see options to change not only your username and password, but also your security phrase, security image, and automatic log-off time.
  3. Select the item you’d like to change and follow the prompts on your screen.
  4. Click Save Changes.

Please watch the following videos or follow the instructions below to recover your Username and/or Password.

What to Do If You Forgot Your Username

 

What to Do If You Forgot Your Password

 

  1. When logging in, you will be asked to provide your username first. If you are not sure what your username is, you can click on I forgot my username.

  2. Select whether you have an individual or business membership.
    • If you are an individual, provide your Social Security number, member number, and date of birth as requested.
    • If you are business, provide your business’ tax identification Number (social security number or employer identification number) and member number.

  3. You will then be prompted to verify your identity by having a PIN code sent to either your mobile device or email address. Select where you’d like to receive the PIN code and click Submit.

  4. Your username will then be sent to the email address associated with your account.
  5. If you know your username but can’t remember your password, enter your username, click Log In, then click on I forgot my password.

  6. Select whether you have an individual or business membership.
    • If you are an individual, provide your Social Security number, member number, and date of birth as requested.
    • If you are business, provide your business’ tax identification Number (social security number or employer identification number) and member number.

  7. You will then be prompted to verify your identity by having a PIN code sent to either your mobile device or email address. Select where you’d like to receive the PIN code and click Submit.

  8. You will receive an email sent to the email address associated with your account, which will include a link to reset your password. Click the link and follow the instructions to set up your new password.
  9. At this point you can return to the Login screen to access your digital banking account.
  1. If you know your username but can’t remember your password, enter your username, click Log In, then click on I forgot my password.

  2. Select whether you have an individual or business membership.
    • If you are an individual, provide your Social Security number, member number, and date of birth as requested.
    • If you are business, provide your business’ tax identification Number (social security number or employer identification number) and member number.

  3. Provide your Social Security number, member number, and date of birth as requested, then you will be prompted to verify your identity by having a PIN code sent to either your mobile device or email address. Select where you’d like to receive the PIN code and click Continue.

  4. Your Username will then be sent to the email address associated with your account.

  5. You will then be prompted to verify your identity by having a PIN code sent to either your mobile device or email address. Select where you’d like to receive the PIN code and click Continue.

  6. You will receive an email sent to the email address associated with your account, which will include a link to reset your password. Click the link and follow the instructions to set up your new password.

  1. Once you’ve logged in to digital banking, navigate to Settings.

  2. Under Logging In, you will see options to change not only your security phrase, security image, and automatic log-off time.
  3. Select the item you’d like to change and follow the prompts on your screen.
  4. Click Save Changes.

  1. Navigate to View Cards under Manage First Service Card in the menu.

  2. Find the card that you have lost in the list.
  3. Click Mark as Lost and Reorder next to the card you wish to replace.
  4. Click Ok to permanently deactivate that card number and have a new card with a new number mailed to you.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to Card Block or Unblock in the menu.

  3. Click on the card that you have lost in the list.

  4. Click Mark as Lost and Reorder.

  5. Click Ok to permanently deactivate that card number and have a new card with a new number mailed to you.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to Card Block or Unblock in the menu.

  3. Click on the card that you have lost in the list.

  4. Click Request a Replacement Card by Mail.

  5. Click Ok to have a new card with the same number mailed to you.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to Card Block or Unblock.

  3. The Card Controls screen lists all of your cards. You may toggle the blue switch next to a card to disable it or click on the card name for more details.

  4. After selecting a card, you may also select the blue toggle option on the Card Details screen. The text below your card will change to “Card is frozen.”
  5. If you’d like to unblock your card at any time, select the gray toggle option. The text below your card will change to “Card is active.”

Managing Checks Online

  1. Once you’ve logged in to digital banking, navigate to Order Checks under Accounts.
  2. Follow the prompts on screen to select your checks and complete your order.

  1. After opening the app and logging in, open the Navigation Menu in the top left corner.

  2. Navigate to Mobile Deposit.

  3. You will be prompted with an instruction to write “For Mobile Deposit Only” on the back of the check under your signature. Press Ok to proceed.
  4. Choose the account to which you would like to deposit the check. If you have access to another membership, you can select the button in the lower right corner to see all available accounts associated with each membership.

  5. Fill in the amount of the check where asked.
  6. Click Check Front to use your device’s camera to capture an image of the front of the check.
  7. Click Check Back to use your device’s camera to capture an image of the back of the check.
  8. Click Submit and follow the prompts to finalize your deposit.
  1. Once you’ve logged in to digital banking, you will see your Account Overview page.
  2. Click on the account from which you’d like to have a check stopped.
  3. Select Stop Check under the account’s transaction overview.
  4. Provide the check number(s) of the outstanding check(s) you’d like to cancel and select the checkbox to agree to the associated fee.
  5. Click Stop Payment to initiate the stop.

  1. Once you’ve logged in to digital banking, you will see your Account Overview page.
  2. Click on the account from which you’d like to have a check sent.
  3. Select Check Withdrawal under account’s transaction overview.
  4. You will be taken to the Make a Transfer page with the from and to account information already selected.
  5. Fill in the Amount and indicating when you’d like to schedule the check withdrawal.
  6. Click Transfer Now or Schedule Transfer to complete the transaction.

** Please note that there is a $3 fee for ordering a check withdrawal. The fee will be applied to the source account.

Investing with EasyVest

  1. In the left-hand navigation menu, navigate to Investments and select EasyVest to open the application. Select Get Started.
  2. Choose whether you’d like to create an Investment Account or Retirement Account and select Start.
  3. Follow the prompts and select Next to move on without adding another person.
    • EasyVest does not currently support joint investment accounts.
  4. Answer the questions that follow to the best of your ability. The questions will include information like when you’d like to withdraw your investment, what your annual income, and what your primary investment goals are, among others.
    • Please note that these answers are used to tailor your investment strategy to your unique goals. However, your goals may change over time, so you will be able to update these responses at any point to better align with your objectives.
  5. Once you reach step 11, you will need to fund your account. Select the amount you’d like to add into the account and choose the eligible First Service account you’d like to transfer your funds from. Indicate whether you’d like to enable recurring transfers and select Next once you’ve made your selections.
  6. Finally, you will be asked to review all Disclosures and other documentation. Once you have done so and agree to the terms, follow the instructions on screen to indicate your agreement. Select Finish to create your account.
  1. In the left-hand navigation menu, navigate to Investments and select EasyVest to open the application.
  2. Navigate to the Investment Portfolio tab under Accounts.
  1. In the left-hand navigation menu, navigate to Investments and select EasyVest to open the application.
  2. Navigate to Settings and then select Show My Account Number.
  1. In the left-hand navigation menu, navigate to Investments and select EasyVest to open the application.
  2. From the top navigation, select Transactions.
  3. View all recurring and recent transactions at your leisure. Please note that dividend payouts will appear in your Transaction History.
  1. In the left-hand navigation menu, navigate to Investments and select EasyVest to open the application.
  2. From the top navigation, select Transactions.
  3. Select the Create New Transfer button.
  4. Provide the requested information when prompted.
    • Please note that any time you deposit money to your account, you will not be able to make any withdrawals within 30 days per FINRA’s anti-laundering regulations.
  5. Select the checkbox to agree to the terms of your transfer and select Transfer to finalize your transaction.

To View Your Monthly Statement

  1. In the left-hand navigation menu, navigate to Investments and select EasyVest to open the application.
  2. Select the date range in the Period drop down and select Request Statement for the period you wish to see.
    • Please note that the statement is shown as a PDF file, so you will be able to download or print it at your convenience.

To View Other Documents

  1. In the left-hand navigation menu, navigate to Investments and select EasyVest to open the application.
  2. From the top navigation menu, select Transactions. You can find the additional forms in this pane.
  1. In the left-hand navigation menu, navigate to Investments and select EasyVest to open the application.
  2. From the top navigation, select Transfer Funds.
  3. Follow the prompts on screen to provide the appropriate financial institution and account information to set up an account that may be used for external transfers.
  1. In the left-hand navigation menu, navigate to Investments and select EasyVest to open the application.
  2. From the top navigation, select Settings.
  3. Select the Update Preferences button to make changes to your account. This will allow you to confirm or adjust your responses to some of the questions you were asked when you originally created your account.
    • By updating your preferences, you should expect greater changes to your account during rebalancing.
  1. In the left-hand navigation menu, navigate to Investments and select EasyVest to open the application.
  2. From the top navigation, select Settings.
  3. Select the Update Preferences button and update your preferred risk tolerance and time horizon. EasyVest will provide a new portfolio suggestion to match your updated profile.
  1. If you are not able to find what you need on FSCU.com, you may contact a client service specialist from Access Softek by email.
  2. Please direct your inquiry to InvestSupport@AccessSoftek.com. You will also use this email address to change your address or update your contact information.