Upgrade Checklist

Use this helpful checklist of everything you may need to do to be prepared for the upgrade.

Prior to the Upgrade

  • Verify your contact information is up to date
  • Download or print any transaction history that you need.
  • Print a list of automatic transfers that you have set up.
  • Print a list of Bill Pay vendors and recurring payments.
  • Know your member account number.
  • Have alternate forms of payment on hand—cash, credit card, etc.
  • Watch for your new debit card in the mail and store it in a safe place until it can be activated on Wednesday, September 30, 2026. This will arrive in a plain white envelope.
  • Watch for additional communications via email and social media. Follow our Facebook and Instagram pages.

September 30

  • Activate your new debit card and set a PIN.

October 1

  • Download our new mobile app.
  • Re-enroll in Online and/or Mobile Banking and eStatements.
  • Update your mobile wallets and saved payment methods.
  • Confirm Bill Pay vendors are set up.
  • Reset automatic transfers and loan payments that were set up in old online banking.
  • Reset alerts and card controls.

Both offices will be open 12:00 to 7:00 pm

After the Upgrade

  • Ensure automatic payments have transferred as expected.
  • Ensure bill payments have been processed as expected.
  • Reset QuickBooks integration (business members only).

Credit card transition details will be available the weekend of October 16, 2026.

DOWNLOAD PDF FOR MORE INFORMATION
ONLINE BANKING ENROLLMENT TUTORIAL

Questions? Call our Member Service Team at 419.424.0163.

HOW TO PREPARE
WHAT TO EXPECT