We upgraded Web Teller on Monday, May 4, 2009.
Web Teller is our free service you can use to securely manage your Credit Union account online, 24 hours a day, seven days a week.
Features
- See your account status and history
- Transfer funds between your “sub-accounts” (like savings and checking)
- Transfer funds to another member's account
- Make a loan payment from a checking or savings account
- Download information into spreadsheets or bookkeeping programs (see more information below)
Tired of getting security questions every time you log in? Be sure to click to "remember this computer" when you're signing in - then you won't have to answer a security question every time. You must have cookies enabled for this to work.
- The first time you log-in with the default password, you will have to create a new password between 8-10 characters. It is important to select a secure password that others cannot guess, to help protect your information.
- The first time you log-in, you will be required to set up security questions. This will be a one-time event.
If you have questions, please call (315) 471-1116 and press 0 to speak with an operator.
Limit on Transfers from Savings or SuperShare Accounts
Federal regulations limit the number of “pre-authorized” transfers you may make from your savings account. That includes any transfer not done in person or by mail, such as transfers on Web Teller. You may make only six of these transfers per month for each savings account. Any transfers after the sixth one in a month WILL NOT be completed unless done by mail or in person.
Sign Up
If you have never used Web Teller, contact Member Service at (315) 473-0220 to sign up.
Change Your Password
To protect your account, change your password the first time you log in.
Changing your password is easy. Log on to Web Teller and click the Options menu to change your password, or your authentication questions. Use a secure password that you will remember. Avoid numbers or words that are easy for others to guess, like your birth date, phone number, names of family or pets. If you forget your password or are locked out of your account, contact Member Service at (315) 473-0220.
Enabling Cookies
Here's a link to instructions on Google on enabling cookies for different browsers. Note: Cooperative Federal is not responsible for content or links outside of our website.
Please note that if you do allow cookies for our Web Teller, for it to work you will need to allow cookies for the web address from the Web Teller log-in page - https://webteller.cooperativefederal.org/servlet/SLogin?template=/2/en/sloginsc.vm&login=true.
You can download information from your Internet banking accounts in several different formats.
* OFX—Your Financial Institution’s Internet banking program generates a unique number for each individual transaction and allows a personal financial software such as Quicken or Microsoft Money to identify and discard duplicate transactions. The OFX option is available only for financial institutions registered with Quicken or Microsoft Money.
* QIF—The generic file format that can be read and imported by both MS Money and Quicken.
* Comma Delimited—Use this format when importing information into word processing documents or databases.
* Excel®—For download into a Microsoft Office® spreadsheet.
Note: Internet Explorer® automatically opens this file in an Excel file viewer; save it as an Excel worksheet to work on the data in a spreadsheet.
Caution: Most difficulties arise from not having a file type associated with this download. When the file type is not recognized, the file is typically saved in a *.html or *.txt format. You can correct this by defining your Quicken or MS Money application to handle *.qif files.
Quicken:
If you are using the data with Quicken software, follow the directions for “Quicken Web Connect” in your Quicken software. See http://www.intuit.com/support/.
To Download in QIF:
Click the Submit Request button to see a download prompt. The look of the screen varies, depending on the browser you use. The following example uses Internet Explorer 6.01.
Note: When importing a .QIF file, be careful when selecting the date range. If two imported .QIF files have overlapping dates, the account record will contain duplicate transaction records.
Importing a .QIF file into MS Money:
1. Click on the File menu.
2. Select the Import… option.
3. In the pop-up box, enter the location and filename of the .QIF file to be imported.
4. Click Import.
5. You can now choose to either back up your Money file or proceed with the .QIF import without backing up your files.
Importing a QIF file into Quicken:
1. Click on the File menu.
2. Select Import.
3. Select QIF File.
4. In the pop-up box, enter the location and filename of the .QIF file to be imported or use the “browse files” option to find it.
5. Select the Quicken Account to which you want to import and click OK.
6. Select the new entries you want to accept into the Account or choose Accept All if you would like to accept all entries.
Remember: Be careful not to accept duplicate entries. You can control the date range of transactions by tailoring your download request to a specific range.
Downloading in a Comma Delimited File Format:
1. From the downloading choices, select Comma Delimited and click Submit.
2. To work with the file now, select Open. To save the file and work with it later, select Save.
Note: Be sure to give the filename an extension. Save it as a .DOX or .TXT file to for word processing. If you clicked Open, you need to assign an application to open the file, such as a text editor or word processor.
Downloading as an Excel File:
Download your information as an Excel file in order to save it and work with the data in an Excel spreadsheet. In Internet Explorer, your file will open in an Excel-enabled web viewer.
Note: The default view does not show gridlines or extensive formatting. You can save the file as an Excel worksheet (.XLS) then open the saved file in Excel in order to change settings, sort format, chart or edit the data.
