Online Account Access and Mobile App FAQs
Can I set up to receive text or email alerts about my account?
Yes, in Online Account Access, click on the 'Account Setup' icon and select 'e-Alerts'. From here, you can add up to 5 alerts including Daily Balance, Account Balance, Funds Deposited, Funds Withdrawn, Checks Cleared, or even personal reminders. Click on the 'Add An Alert' button to select which type you want. Then click 'Next' to set the details for your alerts - which account you want the alert for, dollar limits for your alert, and method of delivery.
To receive by text, please select "The email address/cell phone indicated below" and type your cell phone number as an email address using the information provided. You will also want to check the box labeled "Send as SMS or Text Message" before clicking the Save button.
How do I get set up for the EquiShare Mobile App?
Before you can start using EquiShare’s Mobile App, you will need to click on the Mobile Setup icon and hit Save. Log in using the same Online User ID and password.
Can I make a transfer to another EquiShare member's account that I am not a Joint on?
Yes, you can! To transfer to another member’s account, click on the Any Account Transfer button. Complete the transfer by choosing your account suffix & entering the other member’s last name, account number & suffix.
How can I view the Quick History on my accounts?
In the lower left-hand corner of the screen, the Home page shows your Pending Debit and ACH Transactions. Below that is a Quick History of an account of your choosing. Click on the icon that looks like gears just under “Quick History” to choose which account you wish to view. It will default to this account on future logins.
Why does my ‘Current Balance’ not match my ‘Available Balance’ for my checking account?
You currently have items pending to post on your checking account. Please click on the ‘Home’ icon to view ‘Pending Transactions’, located in the bottom left-hand corner.
MORE FAQs COMING SOON but please feel free to submit any questions you may already have! Our mission is to Do the Right Thing the Right Way, so we want to hear from you! Please send us your feedback to firstname.lastname@example.org.