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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…

Accounts

Accounts

Open Accounts Add Joint ClickSWITCH Direct Deposit Form Order Checks Overdraft Transfers Change Way You Save

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…

Register (recurring payment option)

Loan Payment Portal » Register (recurring payment option)

You will need to enter your First, Last Name and Email. Then select Next. In window number 2, you will need to enter your Member Number. Enter your Birthday in the format of 00/00/0000. And enter your Last Four of SSN. Then review the Terms of Service and…

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…

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…

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…

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…

Financial Tools

Homepage » Financial Tools

Financial Tools is a system that allows members to budget and manage their finances by aggregating (linking) their accounts across multiple financial institutions. *Members will not be able to conduct transactions with linked accounts in Financial Tools. They will…

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…

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…

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…

Financial Education

Products and Services » Financial Education

Financial Education (Zogo) allows members to expand their financial knowledge and get rewarded for learning. When a member completes an educational module they’ll get rewarded with Pineapples. These Pineapples can be redeemed for rewards in the Zogo…

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…

Change Way You Save

Accounts » Change Way You Save

At Robins Financial, we want to assist you in reaching your savings goals! Our Change the Way You Save program is designed to do just that. Once you sign up, the amount of every debit card purchase you make will be rounded up to the next whole dollar amount and the…

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…

Balance Transfer

Cards » Balance Transfer

We have simplified the way that you can transfer in balances from existing external credit cards for our members. Select Cards in the left hand menu. Select Balance Transfer !If you do not have an existing Credit Card with Robins Financial you will need to…

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…

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…

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…

Forgot/Unlock Login

I Am a New User » Forgot/Unlock Login

If you forget or lock your login ID, you can reset it using the Forgot/Unlock Login feature under the Digital Banking login box on our homepage. Select the Forgot/Unlock Login link. Select Forgot Login ID if you do not remember what your Login ID is. Then you…

Account Summary Overview

Homepage » Account Summary Overview

After you login, you are taken directly to the Account Summary page. This page allows you to view all of your balances and navigate through multiple different features, thus enhancing your Digital Banking experience. The homepage navigation menu appears in all…

First Time Login Priority Accounts

Commercial Digital Banking » First Time Login Priority Accounts

Upon first time logging in, you will be able to select which accounts are your Priority Accounts. This allows customization to account groupings, account nicknames, and the order of the accounts. Steps to Prioritize Accounts Upon initial login, you will need 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. Domestic Wires required information Financial institution name & ABA/Routing Transit Number…

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. …

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…

Enroll in M2M

Transactions and History » Enroll in M2M

Enroll in M2M Allows you to opt in to the member to member transfer option within online banking. Select Transactions and History in the left hand menu. Then select Enroll in M2M. You will then select Request Member to Member Access and select…

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…

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…

Exporting Account History

FAQ » Exporting Account History

Transaction history can be easily downloaded to a spreadsheet, Microsoft OFX, or to Quicken. Supported download options are as follows: xls, csv, ofx, or qfx To Export On the Account Summary Page, click on the account tile to view the transaction history for the…

Finding Your MICR/Routing Number

Homepage » Finding Your MICR/Routing Number

Locating in Web Browser After you login, select which account you would like to view your MICR/Routing Number information. Once you are on the Account Details page select the Details option. The Details will populate and your full MICR/Routing Number will…

e-Statements

Products and Services » e-Statements

If you are needing to reduce clutter, enroll in our e-Statements. e-Statements 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…

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…

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…

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…

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…

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 Templates Templates help you reduce error rates, delegate tasks, and control regular payments. With templates, it’s…