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What is the Home Page?

The Home Page helps you do your everyday money management tasks quickly and easily all in one place. In fact, we've brought together the tools needed to perform your most common daily tasks without ever leaving the page. You can easily:

  • Check all of your account balances at once
  • Take a quick peek at your most recent transactions
  • Make a one-time transfer between your accounts
  • Make a loan payment within My Accounts
  • Schedule a one-time bill payment
  • Find and use Rewards program offers
  • See where you are spending your money

So instead of switching between Account Summary, Account History, Bill Pay, Transfer Funds and other pages, you can take action right there on one page to complete several basic functions. We hope you will think of it as your money management control panel.

NOTE: If you do not have any accounts set up in online banking yet, the page will just display the message, "You do not currently have any accounts."

 

What's on the Home Page?

The Home Page contains task-specific areas that are usually found individually on several different pages within Internet Banking: Account Summary, Account History, Bill Pay, Transfer Funds and FinanceWorks. NOTE: If you do not have any accounts set up in online banking yet, the page will just display the message, "You do not currently have any accounts."

My Accounts

This is where you can see all of your accounts and balances in a glance without having to scroll. In the upper-right portion of My Accounts you will find the Make a transfer icon and link that enables you to make a one-time funds transfer between your accounts and much more. To view the most recent activity for any account, click the Quick Peek link. Clicking Quick Peek opens a new window that shows the most recent transactions or payment activity for the account along with links to Make a Transfer and Go to account history.

Home Page - My Accounts

Make a transfer

Just select the Make a transfer button to make a one-time transfer between your accounts. You may also be able to transfer funds to make a loan payment, if that option is available. If there are any restrictions on the number of transfers allowed per month or any transfer fees applied, it will be indicated in a message displayed below the To or From field (or both).

Selecting the Make a transfer button opens the Move Money window above the My Accounts list. Just enter the amount, select the transfer To and From accounts, then click the Transfer button and confirm the transfer details and you're done. Transactions now post quickly when you complete a transfer. This means that we will automatically refresh the page (to get the new account balances) when you close the transfers success window.

NOTE: If you are making a loan payment, additional fields may be available to enter the required information. Click here to learn more about making a loan payment. If available, additional transfer options may be found within the main Internet Banking pages.

Home Page - Make a Transfer

Make a Payment

If you are already using Bill Pay in Internet Banking, you can schedule a one-time payment here. First select a payee from the drop-down field, then select the payment date using the calendar tool and enter the amount. Then click the Schedule payment button to schedule the payment. Schedule payments that haven't yet been paid are also displayed here.

If you are not yet a Bill Pay user, the Make a Payment section will display a message about paying bills online. Just click the Go to payments link below the message to go to the Bill Pay enrollment page. Click here to see the step-by-step process for setting up a one-time bill payment

Home Page - Make a Payment

Rewards program

The Rewards program is an easy way to put a little money back in your pocket just by shopping for things you already use. If an account is eligible for the Rewards program you will see offers in your transaction list and find the 'Rewards' section just below the account summary. Clicking the View your offers link opens the Rewards program summary page with a list of all new and current offers and recent rewards.

Home Page - Purchase Rewards

View My Spending

If you are a FinanceWorks user, the pie chart shows all of your spending trends with a summary of your transactions for the past 30 days, categorized and broken out as totals and percentages. You can click on a pie piece to see a complete list of transactions for the selected category.

If you are not yet a FinanceWorks user, instead of seeing the spending pie chart a message will encourage you to try FinanceWorks. Just click the link below the message to go to FinanceWorks and get started.

Home Page - View My Spending
 

Can I copy and paste transactions into a spreadsheet?

Yes you can copy data from the transaction list and paste it into standard spreadsheets like Excel. Just highlight and copy the data you want (e.g., date, description or amount) from Quick Peek and paste it into a row of the spreadsheet.

 

Can I do a browser search on the Home Page?

Yes, you can use Control + F to do a simple browser search for an amount, date, payee name, etc. within Quick Peek. For example, just open the browser search field (Ctl F) enter the payee name and click the Next button.

 

Where can I check my account balances?

The My Accounts section in the upper left area has all of your accounts categorized by type (Deposit, Savings, Loans, etc.) with the current balance and available balance for each account. Within each category group the accounts are listed in alphabetical order by name – either the original account name or the account nicknamethat you assigned.

Your first Deposit account is displayed at the top of the list and shows the balance and available balance. The Total Accounts value is displayed at the bottom of each account section.

Home Page - My Accounts

 

Where can I find when my CD or Certificate Account matures?

If available with your online services, you will be able to see the maturity date of your CD or Certificate Account in the account bar without having to access the account details. If the maturity date is available, it is displayed as “Matures on MM/DD/YYYY.”

 

Where can I find my transactions?

Clicking Quick Peek opens a new window that shows the balance and available balance along with the most recent transactions or payment activity for that account. High transaction volume accounts (like Checking) will show 5 days of account activity. Low volume accounts (like loans) will show 30 days of account activity. You will also find helpful links to Make a Transfer and Go to account history at the bottom of the window.

Just click the X button on the top right or anywhere outside of the window to close it. Clicking the account name or the Go to account history link opens the Account History Page for that account.

Home Page - My Transactions

For all loan accounts you will see the balance, next payment amount, a Pay now link (to make the loan payment), interest paid for the current and previous years, recent payments made, and a link to the account history page. Clicking the Pay now link will open the Move money window so you can complete the payment.

Home Page - My Transactions

 

How do I hide or show my accounts?

It couldn't be easier. Just click on the arrow icon that's located to the right of the account category name to hide all of the accounts for that category. Simply click on the arrow icon again to redisplay the accounts.

Home Page - Show/Hide Accounts

 

How can I make a one-time transfer using Move Money?

In the upper right portion of the My Accounts section you will see the Make a Transfer button. Clicking the button opens the Move Money window. Select the From and To accounts, enter the transfer amount, then click the Transfer button. If it applies, the number of transfers available and number of transfers used for the month will be displayed below the account field.

Home Page - Transfer

When you click the Transfer button you will get a message asking you to confirm the funds transfer, as seen in the example below.

Home Page - Transfer

When you click the Make Transfer button a transfer complete window will display with all of the relevant transfer details and the option to Make another transfer or Print the transfer details. Transactions will post immediately when you complete the transfer.

This means that we will automatically refresh the page (to get new account balances) when you close the transfers success window shown below. NOTE: If an issue should occur during the transfer process, an error message will instruct you what to do next.

Home Page - Transfer

 

How do I make a loan payment using Move Money?

Home Page - Move Money

To make a loan payment using Move Money:

  • Click the Pay link to open the Move Money window
  • Select the From account from the drop-down list (the Available dollar amount will be displayed)
  • Select the To account from the drop-down list (the Balance amount will be displayed)
  • Review the Amount to be paid
  • Click the Transfer button and review the payment details
  • Click the Make Transfer button to complete the payment and display the payment details
  • Click Make another transfer to make another transfer or payment, click Print confirmation to print out the payment details, or click Close to close the Move Money window
 

How long does it take for transfers to display?

Transfers made on the Home Page will display quickly in the My Accounts list and the Account History Page transactions list if it's supported. This means that we will automatically refresh the page (to get new account balances) once a user closes the transfers success window.

 

How do I add outside accounts?

Adding outside accounts if you are not enrolled in FinanceWorks

If you are not a FinanceWorks user, you will see the promotional spot in the Outside Accounts module, as shown below. Just click the Get Started link to open the FinanceWorks enrollment page, then follow the onscreen instructions to sign up for free. See the details for adding your outside accounts below.

Home Page - Outside Accounts

Adding outside accounts for a FinanceWorks user that has no accounts added yet

Once you have signed up for FinanceWorks, you can start adding your outside accounts (checking, savings, investments, etc.) so they will be available within FinanceWorks and the Outside Accounts module on the Home Page. Within FinanceWorks, outside accounts can be added on the Overview page.

To begin adding outside accounts from the Home Page, click the Add Outside Accounts link in the Outside Accounts module to directly access the Financial Institution Search page in FinanceWorks. Start typing the financial institution name or account name in the field provided, as shown below. Matching names will automatically display below the entry field, so just click on the name you want to select it.

Clicking on the account name opens a new window where you will enter your User ID and Password. This enables FinanceWorks to automatically access your account data and display it in the Accounts column, as well as the Outside Accounts module on the Home Page. Simply follow the on-screen instructions to add each bank or account.

NOTE: You only have to enter your account login information once for everything you set up, except for a Wells Fargo account. You will have to enter your Wells Fargo login credentials every time you access FinanceWorks.

Home Page - Outside Accounts

Adding additional accounts in the Outside Accounts module

So what types of financial institutions and accounts can be added? You can add an outside bank, credit union, or investment firm from more than 18,000 financial institutions from across the country. You can also add a variety of accounts: Checking, CD or Certificate Account, Money Market, Savings, Mortgage, Loan, Line of Credit, Taxable Investments and Tax-deferred Investments (that may include securities like stocks, bonds, mutual funds and cash reserves).

The accounts will be organized by financial institution with all available accounts listed for each one, as shown below. There will be a hide/show arrow icon to the right of the financial institution name. Clicking on the arrow icon will open a collapsed group of accounts, or collapse an account set that is open.

When you have added one or more accounts the Outside Accounts module will look more like what you see below. To add an additional financial institution or account, simply click the Add button to directly access the Financial Institution Search page within FinanceWorks.

Each account will display a "Last updated" date and time below the account balance. If FinanceWorks cannot connect to an account, a warning sign is displayed with the following message, "We cannot connect to this account." Clicking on the How do I fix this? link displays specific instructions of how to use the Go to FinanceWorks link to remedy the issue there.

Home Page - Outside Accounts

 

How do I pay my bills?

At the top of the right column is the Make a Payment section. It looks a bit like a check and can be easily used to schedule a new payment.

Home Page - Bill Pay

Use the following steps to schedule a new payment:

  • Click the drop-down button on the Pay to field to see all of the payees. (i.e., all of the payees you already have set up in Bill Pay)
  • Click a name on the list to select it. (If a payment has been made to that payee in the last 90 days, it will appear below the payee name)
  • Click the date field and select the payment date from the calendar. When the calendar closes the date will be automatically entered into the field. (Dates in the past, weekends and bank holidays cannot be selected)
  • Enter a dollar amount in the $ amount field and click the Schedule payment button
  • Review the confirmation message to make sure everything is correct
  • Click the Yes button to complete the payment
  • A success message and the scheduled payment will appear in the Payments already scheduled list. (The Payments already scheduled list displays all payments that have been scheduled but have not yet been sent)

    NOTE: If for any reason the payment cannot be scheduled, an error message will display and tell you what to do next.
 

Why did I get a payment reminder for a bill I already paid using Make a Payment?

We are experiencing a temporary communication issue with the main Bill Payment system meaning it does not recognize payments made through Make a Payment on the Home Page. You may have even received an email reminder to pay the same eBill that you just paid using Make a Payment. Please go to the main Bill Pay system and file that eBill to resolve the issue.

 

How do I use the Rewards program offers?

If an account is eligible for Rewards program and offers are available for that account, you may find offers in your transactions list. If there is an offer attached to a particular transaction, the offer will appear on the second line of the transaction details, as shown below.

The yellow section in the transaction history example below shows a “New Offer” that has not been added to your card.

Home Page - Reward Offers

Activating an offer When you click on the yellow section, the offer will expand and automatically add the offer to the debit card associated with the account, as shown below. Then when you shop at the sponsoring merchant and use that debit card to pay for the transaction, you earn the reward.

You can also read the full offer details there on the page or click the View All Offers icon to go to your Rewards Summary page.

 

How do I use the Rewards program summary page?

You'll notice right away that the summary page is arranged in three tabs: Recent Offers, Expired Offers and Rewards Earned. You'll find a list of every new and active offer for that account in the Recent Offers tab with the most recent arrivals at the top of the list. Clicking on a Merchant Logo puts the offer on your debit card.

Home Page - Rewards Summary

You can review all of the offers that have expired in the Expired Offers tab. Clicking on a Merchant Logo shows the complete offer details.

Home Page - Rewards Summary

You can also see how much you have earned in the Rewards Earned tab. These redeemed offers are arranged by month. This is how it works, if you make a qualifying purchase with your debit card in April, it will be shown in the Rewards Earned column as being deposited into your account at the end of May.

Opting Out of the Rewards Program

If you decide that you want to opt out of the Rewards program for a specific account, just click the Stop receiving all offers link near the bottom of the page and click Yes in the resulting popup to confirm that you no longer wish to receive offers for that account. NOTE: To start seeing offers again, click the Get Started link at any time in the Rewards module to opt back in to the Rewards program.

Home Page - Reward Summary

 

Where can I check my spending?

If you are a FinanceWorks user, you will see the familiar pie chart in the View My Spending section. The pie chart is created with your transaction data that comes directly from FinanceWorks. It shows your spending over the past 30 days and each spending category that you have used is represented by a slice of the pie.

The pie slice categories are listed in a legend next to the chart and show the total value and percentage of the total amount. Please be aware that only Personal spending categories – and NOT those categorized as Business expenses – will appear in the spending chart.

Home Page FAQ - Spending

Resting or hovering your mouse over one of the pie slices, displays the category name, total amount and percentage in a pop-up, as seen below.

Home Page FAQ - Spending

Now click the slice to refresh the chart and show the transactions that make up that category as pie slices and legend information. When you want to see all the main categories again, just click the All Categories link above the chart.

Home Page FAQ - Spending

If you are not yet a FinanceWorks user, instead of the spending pie chart you will see a message encouraging you to sign up. Just click the Go to FinanceWorks link or icon to get started, if it is available.

 

Why are some transactions on My Accounts list not in the spending chart?

The transactions shown in the spending chart are collected every night from your different accounts by FinanceWorks. But in some cases it may take a day or two for transactions to appear in the chart. FinanceWorks may not be able to get the transactions from one or more of your accounts (e.g., if an account is offline and doesn't respond). In those cases, FinanceWorks won't be able to retrieve transactions from that account until the error is fixed.

Hint: If you would like to ensure that all available transactions are displaying in the pie chart, click on the Go to FinanceWorks link at the bottom of the View My Spending section. Once in FinanceWorks, click the Refresh button in the upper left part of the page to download your latest transactions. Once the page reloads, your latest transactions should be included in the chart.

 

How to Find Your Account Number

Here are some tips to help you locate your CAP COM FCU account number:

At the bottom of your check, your account number is the 6 digits after 756419.


If you have any questions, please call us at (800) 634-2340.

 

Where can I see my check images?

First go to the My Accounts area and find the account you're looking for. Click the account name link for that account to open the Account History Page. The check will display as a link, typically with the check number. Simply click the link to view images of the front and back of the check. Click the Close button at the bottom of the window when you are finished.

 

How do I print my transactions and check images?

First go to the My Accounts area and find the account you're looking for. Click the account name link for that account to open the Account History Page.

Print Transactions: Make sure the date range is what you want (e.g., 30 days) or select a different date range using the Change drop-down list. Click the Print icon or link to open a separate window showing the transactions in a printer friendly format. Select a printer, if needed, and click the Print button to send the transaction list to the printer.

Print Check Images: In the Account History Page, open the account that you want and then click the check link that you want to print. With the check images displayed, click the Print icon or link. Select a printer, if needed, then click the Print button to send the check images to the printer.

 

How do I change the order of my accounts?

Your account categories have been set up to automatically display in a certain order: Checking, Savings, Money Market, Certificate of Deposit or Certificate Account, Mortgage Loans, etc. However, if you happen to have multiple accounts within a given category (e.g., two or more savings accounts), you can change the display order of those accounts.

The account names or nicknames within a category appear in alphabetical order, so you can change the account nicknames so the accounts display in the order you want, e.g., My Savings Account will display before zAdvantage Savings Acct because of the added ‘z’ (click here to see how to change an account nickname).

Home Page FAQ - Account Order

 

How can I view another account without logging out?

Just click the Account Summary button in the top menu within online banking (if available), scroll down a bit to the View Another Account fields, then enter the User ID and Password and click the Login button. Or you can click the Transfer button or Online Forms in the top menu (if available). The View Another Accounts fields will be at the bottom of the page.

 

How do I make other transfers?

Additional transfer options may be available within the main Internet Banking pages.

 

How do I change the default PDF viewer in my browser?

If there is an issue viewing your online statement (eStatement), your browser may have replaced the Adobe plug-in with a built-in native PDF viewer. It may be necessary to revert to the Adobe plug-in. Click here if you need to download the newest version of Adobe Reader.

Safari for Mac

  1. Launch Safari, and then choose Preferences.Home Page FAQ - Safari PDf
  2. In the Preferences window, choose Security and then click the Website Settings button for Internet plug-ins.Home Page FAQ - Safari PDF
  3. Now select Adobe Reader in the list of plugins Under the option When visiting other Websites, in the drop-down list, choose Allow Always and then click Done.Home Page FAQ - Safari PDFNote:This will set the browser to use the “Adobe Reader” plugin to view pdfs

Firefox for Mac

  1. Choose Tools > Add-ons.
  2. In the Add-ons Manager window, click the Plugins tab, then select the Adobe Acrobat or Adobe Reader plugin.
  3. Choose Always Activate from the list. This will set the plugin to always open PDFs in the browser.
    Home Page FAQ - Firefox Mac
  4. Choose Tools > Preferences > Applications.
  5. For Portable Document Format (PDF), select Use Adobe Acrobat Reader DC
    Home Page FAQ - Firefox Mac

Firefox for Windows

    1. Choose Tools > Add-ons.
    2. In the Add-ons Manager window, click the Plugins tab, then select the Adobe Acrobat or Adobe Reader plugin.
    3. Choose Always Activate from the list. This will set the plugin to always open PDFs in the browser.
      Home Page FAQ - Firefox Win
    4. Choose Firefox > Options > Applications.
    5. Select a relevant content type from the Content Type column.
    6. In the Action column, select an application to open the PDF. For example, to use the Acrobat plug-in within the browser, choose Use Adobe Acrobat (in Firefox). Home Page FAQ - Firefox Win

 

Internet Explorer

  1. Open Internet Explorer, and choose Tools > Manage Add-ons.
  2. Under Add-on Types, select Toolbars And Extensions.
  3. In the Show menu, select All Add-ons. Home Page FAQ - Firefox WinSelect All Add-ons from the Show menu in the Manage Add-ons dialog box.

  4. In the list of add-ons, select Adobe PDF Reader.
    Note: If you do not see the Adobe PDF Reader add-on, try the other options on the menu. For example, on some systems, the add-on appears when you select Run Without Permission.

  5. Click the Enable button (it sets the Adobe PDF Reader add-on to open PDFs in the browser):
    Home Page FAQ - Firefox WinSelect Adobe PDF Reader, and click the Enable button.

Chrome

  1. In the Chrome address bar, type chrome://plugins.
  2. Disable the Chrome PDF Viewer.
  3. Enable the Adobe Acrobat or Adobe Reader plug-in.
  4. Close the Plug-ins tab and restart Chrome.Home Page FAQ - Chrome
 

How do I change the default PDF viewer for Mac?

  1. In the Finder, select a PDF, and choose File > Get Info.
  2. Click the arrow next to Open With to expose the product menu.
  3. Choose either Adobe Acrobat or Adobe Reader from the application menu.
  4. Click the Change All... button.Home Page FAQ - Mac
 

How do I change the default PDF viewer for Windows?

  1. Right click a PDF and go to Open With > Choose default program....Home Page FAQ - Windows
  2. Choose either Adobe Acrobat or Adobe Reader from Recommended Programs.
  3. Click the Always use the selected program to open this kind of file checkbox and then click the OK button.Home Page FAQ - Windows