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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 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…
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…
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…
Products and Services
Products and Services
Bill Pay Mobile Bill Pay E-Statements eAlerts Manage Mobile Deposit Manage Text Banking Push Notifications Financial Education
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…
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…
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…
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…
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…
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…
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…
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…
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