Learn more about the robust banking and budgeting features available in your
Online Banking and Mobile App.
Online Banking and Mobile App.
Online BankingClose online banking
Online Banking Features
Online Banking Features and Benefits
Discover the fast, simple, easy-to-use Online Banking interface, featuring real-time details and tracking, upgraded security, integrated budgets, goals and trends, advanced search, and alerts.
Read below to learn about some of the incredible features you have at your fingertips.
Online Banking Capabilities
Advanced Search, Location Services, And Communication
search and locations
The advanced search feature allows you to filter, view and search your accounts and transactions seamlessly within your Accounts widget. Location services offer quick branch and ATM locations near you.
Communication
Get fast account support through Secure Messages in the Messages widget.
Appointments
Schedule an appointment at your local branch location and receive digital alerts for appointment reminders.
Enhanced Widgets and Features
categorize spending and ANALYZE trends
All transactions are auto-categorized based on merchant type for your convenience. You can re-categorize or manage transaction categories as needed.
Manage External Accounts
Manage all of your funds in one interface by linking external accounts to track spending, budget, pay bills and more.
Enhanced Bill Pay
Conveniently pay bills with the tap of a button, right from your dashboard.
Member-to-Member Transfers
Make a transfer to another Credit Union West member in the Transfer Widget under the 'Classic' transfer tab. Funds are sent immediately!
Track Your CHECKING QUALIFICATIONs
Maximize your earnings each month by tracking your eligible Heritage High-Yield or Loyalty Rewards transactions in the Checking Qualifications widget.
TRANSACTION DISPUTES
You can now dispute a card transaction inside online banking. Simply select the transaction you wish to dispute in 'Accounts', answer a few questions, and click submit. We'll get in touch with you to process your request.
Create Budgets and build savings goals
Build budgets and savings goals based on your spending and accounts. Link accounts to your goals or allocate savings towards new goals whenever you'd like.
Personalized User Experience
Personal Display
Under your settings you can personalize your display theme and customize account nicknames for easy organization.
personal Security Settings
Under security settings, you can select your preferred authentication method, store personal device information, and view your login history.
Additional Resources
Mobile App Features
Manage your banking services right from your phone in the new, improved Credit Union West Mobile App.
Log-In Capabilities
Touch or Face ID Compatible
Devices compatible with Face ID will utilize the recognition feature for app login. All other smart devices will use Touch ID with Web Authentication for secure login.
Multi-factor authentication
Manage multi-factor authentication settings to fit your login security preferences.
App Interface
REmote check deposit
Deposit checks from the comfort of your own home with the mobile check deposit widget!
Secure Messaging Inbox
Secure messaging inbox on the mobile app allows you to view past conversations, track current messages, and create new messages to get support directly from your phone.
Profile Controls
Update personal, account, and login information right in your mobile app profile settings.
Stop-Payments
Now you are able to stop payments directly from your mobile app.
Phone Integration
Mobile Snapshot
The mobile snapshot allows you to preview selected account overviews outside of the app login.
Custom Notifications
Customize push notifications for your banking actions like remote deposits, transfers, account balance thresholds, bill payments, and more! You can even choose what channel to be notified through for each alert type. For example, you could request text (SMS) messages for budget alerts, but email notifications for your bill payment verification.
Mobile App Updates
For optimal security and performance, please ensure your app is updated with each new release.
SECURE, CONVENIENT, FLEXIBLE
Online & Mobile Banking.
Access your accounts at any time from any location.
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