OCCU system upgrade 2024

eStatements are now available for all OCCU account types. You can access current and past eStatements by selecting View Accounts > eStatements > Member Statements > View Statements.   

• Important note: Members with specialty and business accounts may have more than one statement per statement period. If you do not see all your accounts in your monthly statement, go to Member Statements in online banking and select View History. This is also where you’ll find eStatements from past months. 

If you are a signer on an interest on lawyers’ trust account (IOLTA) or fiduciary account that does not report under your tax identification number (TIN), you will receive a printed statement for each of those accounts. eStatements for your personal accounts will still be available.

You can access current and past eStatements for personal, business and specialty accounts by selecting View Accounts > eStatements > Member Statements > View Statements > View History.   

Our statement schedule was adjusted slightly as we got our new system up and running:   

• The September statement included transactions from Sept. 1 through Sept. 20.   
• The October statement included transactions from Sept. 21 to Oct. 31. 
• Remarkable Checking rewards and ATM refunds were credited if qualifications were met.
• Normal statement cycles will resume in November.  

Following our recent system update, you can no longer view your business/fiduciary accounts under your personal MyOCCU Online & Mobile profile. Moving forward, all business/fiduciary accounts associated with an EIN will only be accessible online via a business online banking profile.   

If you already have a business online banking profile, then no action is needed. Otherwise, you will need to create a separate online profile for your business using your EIN.  

If you originally set up your business membership using your Social Security number (rather than an employer identification number), you will need to use our business card management tool to manage your business credit cards online.  

If you would like to enroll in our business card management tool, please send us a secure message and we will be happy to help you. 

Your accounts are still available online. Where you can find them depends on how they were registered with OCCU. 

If you set up your trust or fiduciary accounts using your Social Security number, you will find your account under your personal profile on MyOCCU Online & Mobile. 

If your accounts were set up under a tax ID number (EIN), you can access and manage them under your business profile. 

If you need to create either a personal or business profile online, you can do so by following these step-by-step instructions. 

Because your business/entity membership uses your personal TIN, you will need to enroll in a personal MyOCCU Online & Mobile profile to access your business accounts.  

If you had recurring transfers or linked external accounts set up for your business or entity account, you will need to reestablish them in your new personal MyOCCU Online & Mobile account after enrollment.   

With this upgrade, some account types now have new names:  

• Basic checking, free checking, premium checking, Simplicity Checking and WOW Checking accounts are now Remarkable Checking accounts.   
• Holiday, tax and insurance savings accounts are now money market accounts.  
• Quick Line loans are now personal lines of credit (PLOC). 

If you are an OCCU credit card holder, the first time you log into Card Manager following our system upgrade, you will need to re-register your login credentials. 

Debit cards, account numbers and automatic payments will not be affected by these account changes. 

With this upgrade, some account types now have new names: 

• Business members with business checking, basic checking, free checking, premium checking, Remarkable Checking, Simplicity Checking or WOW Checking now have Launch Business checking, or Mission Driven checking if they are a nonprofit or club.   
• Business members with money market, holiday, tax and insurance or secondary savings accounts now have business money market accounts.    
• Business members with primary savings accounts now have business savings accounts.    

If you are an OCCU business credit card holder, the first time you log into Card Manager following our system upgrade, you will need to re-register your login credentials. 

Debit cards, account numbers and automatic payments will not be affected by these account changes.   

Whenever you reset your MyOCCU Online & Mobile password, you should update any third-party app connections with that new password.  

So, if your MyOCCU Online & Mobile account is having trouble connecting to a third-party app, like Quickbooks, Empower or another personal finance app, it may be because it is still trying to connect using your old banking password. Check to see that your OCCU Online & Mobile account is still synced with the app in question. If it isn’t, complete the steps required by the app to update your account and make sure to use your new MyOCCU Online & Mobile password. 

Our new transaction processing system allows you to see all accounts you are a signer on. If you would prefer to keep that information hidden, you can do so in three simple steps:  

1. Choose the Accounts tab under Settings.    
2. Use the pencil icon next to the account you would like to hide, unhide or edit.  
3. Save your selections.    

You can learn more about managing your MyOCCU Online & Mobile account here.