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How do I log on to Online Banking?
How do I safely log off of Online Banking?
This is my first time using Online Banking. What is my Password?
Who do I call if I forget my Member Number/User Name and/or Password?
What are the system requirements to use Online Banking?
Is it safe to use Online Banking?
Is there a fee to use Online Banking?
How to view my accounts?
How to make a San Francisco Federal Credit Union loan payment?
How to download your online banking transactions?
Why did my login page change?
What is the Security Phrase?
What if I forget my Password or my Security Question answers?
What does "Register This Computer" mean?
What does "Do Not Register This Computer" mean?
Can I register on another computer?
Can my spouse, children, and I register on the same computer?
Do I have to re-register my computer when I delete my cookies?
Why do I have to register again when I use a separate browser on the same computer to access Online Banking?
Can I change my Security Questions and/or my Security Phrase?
How do I view accounts in which I am not the primary member but am a joint?
What is the User Name?
Will I still have access to all the same accounts online?
Why all this attention to the login process?
Why can't I use certain words like "drop" as part of my Security Answer?
How do I log on to Online Banking?
All existing and new Online Banking users must enroll for the new enhanced security login process. For more details, go to the How to Sign On to Online Banking page.
How do I safely log off of Online Banking?
To log off safely, click on “sign-off” and we recommend that you close the browser window.
This is my first time using Online Banking. What is my Password?
For first time users, it will be your Social Security Number. For security purpose, the system will then prompt you to change your password. Your new password must be between 4 - 10 alphanumeric (letters, numbers, and symbols) characters long. The second time you log in, your password will be your newly created password.
What are the system requirements to use Online Banking?
• Personal computer
• 28.8 bps or faster modem
• Web browser (Internet Explorer 6.0, Netscape 7.0, or higher)
• Internet access
Who do I call if I forget my Member Number/User Name and/or Password?
Please contact our Call Center at 415-775-5377, option 4.
Is it safe to use Online Banking?
At San Francisco Federal Credit Union, we are concerned about your security. San Francisco Federal Credit Union has chosen web browsers that are capable of conducting a secure session with an SSL (Secure Sockets Layer) enabled web server. This means that data transmitted between your computer and our server is scrambled. When the data finally arrives at our server, the data is then unscrambled. For more guidelines on security, go to the General Security page.
Is there a fee to use Online Banking?
There is no fee to use Online Banking. It is a free service.
How to view my accounts?
To view your accounts, please log on to Online Banking. Then click on “accounts.”
How to make a loan payment?
Once you are logged into Online Banking, click on “transfer.” Choose the account that you are transferring from. Then, choose the account or loan you are transferring to. Enter the transfer amount and click on “next.” To confirm the transaction, enter your password and click on “finish.”
How to download your online banking transactions?
San Francisco Federal Credit Union uses Quicken's Web Connect method to allow our members to download online transactions. Web Connect is a one-way connectivity, which means that you have to manually download the transactions from your online account before you can import it into your third party software register. Because Web Connect is not an automatic procedure to retrieve your transactions, we strongly recommend that you follow these steps to successfully download your online banking transaction(s).
QUICKEN USERS
If you are using Quicken 2005 or an older version, you will need the QIF file format.
If you are using Quicken 2006 or a newer version, you will need the QFX file format.
If you are using Quickbooks, you will need the QBO file format.
Here are some steps that will help you download your transactions successfully.
Quicken (QIF) setup for Internet Explorer versions 6.0 or above:
How to download the file
- Login to your account.
- Go to Accounts and select the specific account type you want to download.
- Click on the Download Transactions on the upper left hand side.
- In Download Transactions, select Quicken QIF, and put in a date range.
- Click download and the download box will display.
- Rename the file to something meaningful and save it to a folder you can retrieve from.
- Open Quicken and go to your register.
- Click on File, import file, and select QIF.
- Quicken will ask you to locate the file. Once you select the file, you will need to reconcile the data.
Resolving the file association issue when your computer does not recognize the file
- Open Windows Explorer>Tools>Folder Options.
- In Folder Options, select the File Types tab.
- Click on the [New] button.
- Type QIF in File Extensions and then click on the [Advanced>>] button.
- Select Quicken QDB data file from Associated File Types.
- Click OK on all screens and restart Internet Explorer.
Quicken (QFX) setup for Internet Explorer versions 6.0 or above:
How to download the file
- Login to your account.
- Go to Accounts and select the specific account type you want to download.
- Click on the Download Transactions on the upper left hand side.
- In Download Transactions, select Quicken QFX, and put in a date range.
- Click download and the download box will display.
- You can save the file at this point or Open it to have Quicken import the data.
- Quicken will then guide you to reconcile the data.
MICROSOFT MONEY USERS
If you are using Microsoft Money 2004 or an older version, you will need the OFC file format.
If you are using Microsoft Money 2005 or a newer version, you will need the OFX file format.
How to download the file
- Login to your account.
- Go to Accounts and select the specific account type you want to download.
- Click on the Download Transactions on the upper left hand side.
- In Download Transactions, select the required file type, and put in a date range.
- Click download and the download box will display.
- You can save the file at this point or Open it to have MS Money import the data.
Why did my login page change?
Security is always our first priority when is comes to you and your account. This new login procedure will increase security by three fold. It will reduce the risk that unwanted people will access your account and your information. In addition, this procedure will make San Francisco Federal Credit Union compliant with the latest Multi-Factor Authentication guidelines from the Federal Financial Institutions Examination Council (FFIEC).
For more details, go to the How to Sign On to Online Banking page.
What is the Security Phrase?
The Security Phrase is used to help you identify San Francisco Federal Credit Union's Online Banking as a legitimate site. The text word or phrase you select will be converted to an image. When you log into Online Banking, you will see the Security Phrase with San Francisco Federal Credit Union watermark logo behind it. The Security Phrase must be 6 to 20 alphanumeric characters and CANNOT contain < > / \ ; " ' ( ). If you don't recognize your Security Phrase, don't enter your Online Banking Password.
(Please do not enter any Passwords or SSN)
What is the User Name?
Members can now log in to Online Banking using a User Name instead of your Member Number. The User Name must be 6 to 30 alphanumeric characters and CANNOT contain < > / \ ; " ' ( ). You cannot use all numbers.
What if I forget my Password or my Security Question answers?
Please feel free to contact us at 415-775-5377, option 4 and we can reset/unlock your account.
What does "Register This Computer" mean?
If you choose to register your computer, you will not be prompted to answer one of the 5 Security Questions for 6 months. You will still have to enter in your Member Number/User Name, the random Security Code, Password. You can register your computer after you have completed the initial enrollment. The system uses information about the members hardware and software to recognize a registered computer. If you delete your cookies on your PC, you will have to re-register the computer.
What does "Do Not Register This Computer" mean?
If you are using a public computer (kiosks, cafes, etc...) that is accessed by many users, we recommend that you do not register your account on this computer. We only recommend you register your personal computer at home or at work.
Can I register on another computer?
Yes. You can register your account on more than one computer.
Can my spouse, children, and I register on the same computer?
Yes. You can register numerous accounts on the same computer. This will bypass the security questions when you log in.
Do I have to re-register my computer when I delete my cookies?
Yes. The system uses your computer hardware and software information to recognize you are a legitimate user. If you delete your cookies, the information is no longer available to authenticate your login. You will be prompted to answer one of your security questions.
Why do I have to register again when I use a separate browser on the same computer to access Online Banking?
When you register your account on a certain computer it stores software and hardware information used to access Online Banking. The system stores information like your browser (Internet Explorer, Netscape, Firefox, Safari, etc...) and operating system (Windows Vista, XP, 2000, Mac OS, etc...). If you access Online Banking with anything different for future logins, you are required to register the new system information.
Can I change my Security Questions and/or my Security Phrase?
Yes. Log into Online Banking and click on the "More Features" button. Click on "Security Administration" to edit your Security Questions or Security Phrase.
How do I view accounts in which I am not the primary member but am a joint?
Please consult with the primary member for the Security Answers and Password.
Will I still have access to all the same accounts online?
Yes. This process only affects how you login, not your Internet Banking accounts.
Why all this attention to the login process?
While the chances of identity theft or monetary loss are slim, there do exist active malicious entities on the Internet that look to fraudulently gain from unsuspecting individuals. One of the most popular methods of fraud is through impersonating individuals during the login process. It is our intention to make this process as difficult as possible for these fraudsters while keeping your experience as hassle-free as possible.
Why can't I use certain words like "drop" as part of my security answer?
There are certain words used by hackers to wipe out data. Therefore, the following words are restricted, "select", "delete", "update", "insert", "drop" and "null".
For more information, please contact us at 415-775-5377, option 4 or contacts@SanFranciscoFCU.com.
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