Log out and return the widget to complete the setup.
Step 4: Select Accounts for Quick Balance
Now that the widget is authenticated, you will be instructed to hold down (long hold) on the widget.
- Select Edit Widget, this will open the settings for the widget
- Tap Choose, this will open a list of their account to choose from
Select the account to display as Quick Balance
Step 5: Adding Accounts and Stacking Accounts
Adding Accounts
To add accounts
long hold to edit the widget and choose a different account.
You can also add more CFCU widgets and choose different accounts to view by completing Step 1 thru Step 4.
Stacking Accounts
To stack accounts
long hold to edit. Stack by dragging the widget on top of another to create a stack.
This allows you to flip or scroll through the widgets, provides a great experience, and saves screen room by stacking multiple widgets for different accounts.
Once the Quick Balance Widget is setup, you can tap on the widget to launch the mobile app for a “quick link” experience.
Step 6: Additional Functions Available in Quick Balance
Transfer Funds
Tap on Transfer
This will launch the mobile app. You will need to authenticate, and then it will take you directly to the Transfer Screen.
Lock Card
If the account has a Card associated and Registered in Digital Banking for Card Controls, you will also have the a Lock Card icon as an option too.
Tap Lock Card
This will launch the mobile app. You will need to authenticate, then you’ll go directly to the account for that card’s Card Control screen.
For any additional assistance setting up your Quick Balance widget please contact us at 920-830-7200 or stop by any of our locations.