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 Online Services FAQ - Frequently Asked Questions
Advanced Authentication FAQ

Online Security FAQ

Online Banking Bill Pay
What's a PIN and why do I need it to access anything online?
I can't find a feature in Online Banking?
I requested a Feature. Where is it?
Why did you change Online Banking?
I can't access my bill pay.
Bill Payment Issues
 
Browser Issues OS Related Issues
What browser do I need to access Online Banking and Bill Pay?
Mozilla Firefox
 
Windows XP SP 2 Users - Security Center
I installed Service Pack 2 and now my Bill Pay doesn't work.
How do I print?
Why do I have to scroll?
ISP Related Issues General Questions & Security Issues
Comcast Users - Security Manager
How do I configure Comcast Security Manager to allow Bill Pay to be displayed from a the Travis CU website?
SBC Yahoo DSL and Dial-Up Users
Will I get a response from an email I sent you?
Online Security FAQ
 
E-statements Financial Software and Integration
I have not received my E-Statement notice!
 
 
Quicken Issues
Can I directly access my financial information within my Quicken application?
How do export my account history for my Quicken or MS Money software?
My Money will not login Automatically after 2-Factor Authentication
Advanced Authentication FAQ
 

The main culprits for not being able to access bill pay are:
 

Search-bars like Yahoo Search bar, Google SearchBar, or AOL Search Bar that are loaded in your browser.

Firewalls either hardware or software like Zone Alarm, Black Ice Defender or Norton Internet Security/Personal Security

Pop-Up blockers. Antivirus packages like McAffee and Symantec’s Norton Internet Security or Anti-Virus, Windows XP SP2 Security Center

Comcast Security Manager. - Cox Cable and Comcast use the same software but it just is branded differently.

These software packages need to be configured to allow the three site listed below.

We don’t recommend you remove your ad-aware/security type software or turn it off this will not work!. In fact without it you leave yourself wide-open for malicious Trojans, key-logger and email viruses.
DO NOT TURN OFF ANY SOFTWARE ON YOUR COMPUTER!

 

The three addresses  need to be added to the allow areas or lists in these types of products.

http://www.traviscu.org
https://ebp.cey-ebanking.com
https://traviscu.vaultsentry.com/PCC/servlet/tpservlet?transactiontype=PreloginActionBean&FIID=2005


 

Windows XP Service Pack 2 Users

If you have Windows XP and have upgraded your computer manually or used Automatic Updates or Windows Updates manually this effects you.

Microsoft has released Windows XP SP2 a service pack chock full of Internet Security. With this service pack release they have included the Windows Security Center located in the Control Panel
 


(CLASSIC VIEW)


(CATEGORY VIEW)


These new security features can cause Bill-Pay not to function correctly. The Security Center now has a Pop-Up Blocker built-in, so the three addresses to access our functionality need to be added to this area.




COMCAST Security Manager Users

How do I configure Comcast Security Manager to allow pop-ups to be displayed from a trusted website?

 

The Security Manager Pop-up Blocker will stop web sites from opening unwanted Internet Explorer windows (pop-ups). Some web sites may require pop-up blockers to be disabled in order to access certain information. To allow pop-ups from specific sites, follow the instructions outlined below.

 

  1. In Internet Explorer make sure that the Security Manager Popup blocker is viewable by selecting View from the top menu, Toolbars from the drop down list and ensure there is a check next to Security Manager Popup Blocker. In your Internet Explorer toolbar the Security Manager Popup Blocker can be identified by its button (see image below).

     

  2. Open the web page you wish to allow pop-ups for, and then click on the Security Manager Popup Blocker button once. The text of the button will change to Site pop-ups Allowed.

     

  3. You will now be able to view pop-ups for that specific web site.

     

 

SBC Yahoo Internet Software

When you install SBC software to access the Internet via Dial Up Modem access or Highspeed DSL it installs security features that may limit the functionality of our Bill Pay site.

You need to add the three address listed above to the pop-up blocker function in the SBC Yahoo Browser.

Click on Option

Click the Advanced button

Add the three addresses


Some of the most common Pop-Up blocker’s are:

 

  • AdWare
  • AOL
  • Yahoo Companion Bar
  • Google Search Bar
  • MSN Internet Service
  • Netscape
  • PanicWare
  • ZeroAds
  • & Pop-Up Blocker Pro

 


Spam prevention software may prevent you from receiving your E-Statement notification.

You will recieve an email like the one below. Please allow this address in your Spam software.

travis@sendexact.com

E-Statements
Your Travis Credit Union monthly account statement is now available online!
At the touch of your fingertips and in a secure environment, you'll have
access
to your monthly account statement with up to 15 months history. It's that
simple,
plus you've saved both time and money by receiving your statement
electronically
instead of by mail.

By choosing to conduct your transactions online, you contribute to lower
fees,
better consumer rates, and higher dividends on the products and services you
use most!

Simply click on this E-Statement link
https://traviscu.vaultsentry.com/PCC/servlet/tpservlet?transactiontype=PreloginActionBean&FIID=2005
and proceed to enter your account number and Call-24 personal identification
number (PIN).

Please do not reply to this email. Replies to this email will not be
delivered. If you
have any questions or comments, please contact us at 800-877-8328 or
707-449-4000.

 


Numeric PIN Issue 

 

Travis Credit Union has adopted a PIN scheme that allows the Call24 phone system, E-statement and Online Banking PIN’s to be tied together.  The PIN can be four to nine characters in length utilizing numeric characters.  We agree fully that security involving your financial information is of the utmost importance.  For that reason, we have placed a monitor on account logins that will stop access to any account that has had three consecutive bad login attempts.  The member would than need to contact Travis Credit Union to reactivate the account.  If it is discovered that the account owner was not attempting to access the account, appropriate action would be taken to assure security.  The combination of this lockout feature with the potential of 999,999,999 numeric PIN combinations makes this account number PIN setup secure.  It is important that you not leave your PIN as the last four of the SSN.  I hope this information addresses your concern.  


 

I don't see all of the features I requested!

Travis Credit Union selected a new Online Banking platform that combined the best and most used features in today’s electronic banking environment.  New features include:

  • Automatic Enrollment Into Bill Payment

  • Secure Messages

  • Address & Phone Number Changes

  • E-statement

  • Automated PIN Retrieval If You Forgot Your PIN

  • Order Checks

  • Future Dated Transfers & Payments

  • Recurring Transfers & Payments

  • Automated Internet Loan Application

  • Planning Tools

  • Pre-Approval Tool

  • Email

  • Transaction Search

  • ability to log into a different account

  • due date on the accounts home screen

You can currently get the due date by clicking on the loan in question from the accounts home page.

 


 

Browser Issues

To use Travis Credit Union On-Line Banking, members must have Internet access and should use one of the approved Web browsers.  All of the recommended browsers have been tested and have an encryption level of 128-bit.  Other browser versions may function correctly but may not be sufficiently secure.

 Note: Version 3.x and 4.x browsers may function but are not recommended with

Recommended Browsers / Versions

Microsoft® Internet Explorer v5.5 through v6.0

Netscape® Communicator v7

Microsoft® Windows  2000 SP3, XP, and 2003

Apple® Mac OSX

America Online® v9.x

Opera® v7.0

 


Quicken Web Connect

We currently support the new Quicken Web Connect which greatly enhances your ability to download account information.  The ability to download directly from within the Quicken Direct Connect application requires a large initial investment by Travis CU with a hefty annual maintenance fee.  We have looked into this possibility and will continue to evaluate the business case for this feature.  Thank you for expressing your concern.


Exporting Account Information

From the Accounts Home screen, click on the account you wish to download.  Once the detailed information appears, click on the Export Account Information link at the left of your screen.  Follow the instructions below.

The Export Account Information area allows you to export your financial information to programs outside of our system. Exporting is a process that converts your account information into a form that you can print or use with programs such as Money®, Quicken®, Lotus 123®, or Excel®.

Note the following when exporting your account information:

  • After exporting your account information - do not remove the period or change the three letters at the end of your file name.
  • When transferring account information to Lotus 123, Excel or another spreadsheet program - be certain to use their Import feature and to set it to accept CSV format files. Refer to the spreadsheet program's user guide for additional help.


Tip: Use the following table to determine which file format to use when exporting account information. Unless otherwise indicated, date range entries are required when using these file export options.

Export to

Definition

Money Using Active Statements

For Microsoft Money '99 through 2002; date range entries are not required.

Quicken 2003 or earlier (.qif)

Quicken's Standard Format; also accessible in Microsoft Money and readable in standard text programs such as NotePad.

Comma Separated Format for Excel (.csv)

Comma-Separated Value format for importing data into spreadsheets such as Excel and Lotus.

Generic Data File in Text Format (.dat)

Standard text file for viewing in MS Word, NotePad, WordPad, and other similar programs.



To export account information

  1. On the navigation bar, click Accounts Home and select a link for an account. The View Accounts menu opens in the left pane navigation window.
  2. Select Export Account Information to open the Export Account Information Request page.
  3. Choose an account and input information into the Download Your Account Activity fields:

This field

Allows you to

Account

Select the account from which you want to export account information.

Beginning Date

Indicate the beginning date in mm/dd/yyyy format for exporting account information.

Ending Date

Indicate the ending date in mm/dd/yyyy format for exporting account information.

Export To

Select the file format in which to export your account information. You can choose from the following formats:

o                                Money Using Active Statements

o                                Quicken 2003 or earlier (.qif)

o                                Comma Separated Format for Excel (.csv)

o                                Generic Data File in Text Format (.dat)


 

  1. Review your information and, after verifying that it is correct, select [Export]. Your account information is exported in the format you've requested. The File Download window opens. Click on the Save File to Disk radio button and click [OK]. The Save As window opens.
  2.  Navigate to the folder where you want to keep the exported file and click [Save]. The account information is converted into the format you selected and saved in the folder you indicated.
Why Did You Change On-Line Banking?

Travis Credit Union is always searching for the safest, most robust online products for our members. We selected a new Online Banking platform that combined the best and most used features in today’s electronic banking environment.  New features include:

  • Automatic Enrollment Into Bill Payment

  • Secure Messages

  • Address & Phone Number Changes

  • E-statement

  • Automated PIN Retrieval If You Forgot Your PIN

  • Order Checks

  • Future Dated Transfers & Payments

  • Recurring Transfers

  • Automated Internet Loan Application

  • Planning Tools

  • Pre-Approval Tool

  • Email Payments

  • Transaction Search

 

The combination of existing features along with the enhancements listed above provide much more flexibility for those using it.  We hope you continue to use the On-Line banking platform.  It should be easier as you get to know all the features which are useful to you.  Thank you for your comments, they are important to us.

Will I get a response when I reply to an Email?

Yes. We try to answer all emails in a timely fashion.

 

On-Line Banking Screen Requires Scrolling?

 The On-Line Banking site is designed to accommodate the standard settings on today’s PC’s.  However, there could be many different reasons that would cause your browser to require scrolling in the site.  The most common reason for this would be a monitor resolution of 800 by 600 or lower.  Travis Credit Union does not recommend that you make any change to your PC, but if you are interested in attempting to resolve your problem, we have provided information on changing screen resolutions with the Windows operating system.

Instructions For Increasing Your Screen Resolution

These instructions assume you are running a version of Windows 95 or higher.

  1. Open your Control Panel – To do this click on your Start button and Settings then Control Panel
  2. Double click on your Display Icon
  3. Click on your Settings tab located at the top of the window.
  4. In the area labeled Screen resolution move the slider with your mouse to a minimum of 1024x768 or higher. Choose apply and depending on what version of windows you are running you may or may not see a confirmation box. In order for the changes to take place select yes in that box. If the box does not appear you may see you monitor change screen size. Flickering is normal while Windows changes your screen size.
  5. If you are not comfortable with the size you font is once you change your Screen resolution, in the same window that you opened for the Screen resolution (See Step 1&2  to get to that window) you should have another tab called Appearance
  6. Click on the Appearance tab
  7. In the area labeled Font size you can choose from the drop down box to select the font size you desire. After selecting the desired font size choose Apply to see the results.
  8. You can repeat these steps to achieve the font size that fits your needs.
 

Browser Log Out Issue

If you clicked “Log Out”, what you see is cached in your PC.  When you click on any feature within the page you navigate back to, the login screen appears because the internet banking session was closed.  If you do not click on “Log Out”, it is possible to use the “Back” arrow to navigate back into On-Line banking.  This shows the importance of utilizing the “Log Out” feature.

E-Statement Download

E-statements are actually downloaded in an Adobe Acrobat format.  The best way to open them is to right mouse click on the file and save it to your hard drive then go to where the file is located and double click on it.  Adobe will open automatically. 

Printing On-Line Banking Pages

Many On-Line Banking pages have a link that says ‘Printable Version” towards the top left.  If you click the link, the page will be formatted for proper printing. 

Printing Checks

Use the print feature on your browser to print checks.  This will print everything on the page.  We are requesting a print friendly feature for this page which will allow you to print the check by itself. 

Printing Information w/o a Printer Friendly Feature

You can print virtually anything on the site by using your mouse to highlight the chosen information and then right clicking on it to print.   To do this, place the mouse curser over the top of the area you want to print.  Click and hold the left mouse button while you drag the curser to the bottom of what you want to print.  Release the left mouse button and place the curser over any part of the highlighted area.  Right click and select “Print” from the drop down list.  When the printer dialog box appears, select print “Selection” from the dialog box and click print.

 

Printing Payment History

Use your mouse to highlight the items you want to print, then right click on part of the highlighted section.  A menu should pop which gives you the option to print.  In the print dialog box, make sure you select “Print Selection” in the print range section. 

To use Travis Credit Union On-Line Banking, members must have Internet access and should use one of the approved Web browsers.  All of the recommended browsers have been tested and have an encryption level of 128-bit.  Other browser versions may function correctly but may not be sufficiently secure.

Note: Version 3.x and 4.x browsers may function but are not recommended with

Recommended Browsers / Versions

Microsoft® Internet Explorer v5.5 through v6.0

Netscape® Communicator v7

Microsoft® Windows  2000 SP3, XP, and 2003

Apple® Mac OSX

America Online® v9.x

Opera® v7.0

 

Bill Payment Issues

My Bill is late. are you going to pay my late fees?

CheckFree scheduled the payment to be made on or before the due date, CheckFree will pay up to fifty dollars in late fees as well as contact the payee and inform them that you were not at fault.

 

Pop-Up Blocker & Bill Pay

Click here for Step-by-Step instructions on using the most popular pop-up blockers

Some of the features on our site utilize pop-up windows for certain functions like bill pay and help. Some pop-up blocker applications will see these as advertisement windows and keep them from popping open. This can prevent you from accessing parts of our site. We are sorry for this inconvenience. Due to the nature of some pop-up blockers, it may be necessary to allow the domain names http://www.traviscu.org
https://ebp.cey-ebanking.com
https://traviscu.vaultsentry.com/PCC/servlet/tpservlet?transactiontype=PreloginActionBean&FIID=2005

  to your allow list or access/security list contained within your browser or software.

 

Some of the most common Pop-Up blocker’s are:

 

  • AdWare
  • AOL
  • Yahoo Companion Bar
  • Google Search Bar
  • MSN Internet Service
  • Netscape
  • PanicWare
  • ZeroAds
  • & Pop-Up Blocker Pro

 

Mass Message Sent To E-Bill Users

Our records show you were set up to receive e-bills. Unfortunately, we just learned that e-bill registrations did not transfer when we converted to our new on-line banking system on June 23. It will be necessary for you to reestablish any e-bills you previously received.
 
 You will not get any e-notices until you go to the ‘Payee Setup' and re-enroll. If you re-enroll promptly, you could avoid receiving a paper bill.
 
 Please accept our apologies for this inconvenience. If you have any questions please contact our Member Service Center at 707-449-4000 or toll free at 800-877-8328. We have extended our hours, Monday-Friday, until 9:30 PM through July 2 to answer your questions.

 

What E-Bill members Need To Do

Log into On-Line Banking and click on Pay Bills.  Once Bill Payment opens, click on Payee Setup.  From this list you can see all payees who offer E-Bills.  Select the payees you wish to receive E-Bills from and follow the process described for each.  Once again, we are very sorry for the inconvenience. 

We will do whatever it takes to make this right for you.  The biller information is still listed in your Payee Information section; you did not loose any Biller information.  All reoccurring bill payments will continue to be paid.  It is the E-Bill piece that become a problem.  Log into On-Line Banking and click on Pay Bills.  Once Bill Payment opens, click on Payee Setup.  From this list you can see all payees who offer E-Bills.  Select the payees you wish to receive E-Bills from and follow the process described for each.

 

E-Bill Registration Unavailable Because Already Registered

We have been in contact with the bill payment provider about this issue.  The Biller has been notified that the E-Bill from our previous vendor is no longer valid, but the Biller has not yet processed the notification.  We apologize for this, Travis Credit Union was assured that all payments would be migrated without incident.  I would recommend contacting the Biller(s) in question to find out what is owed.  You can go to the Make Payments screen and send the payment through the regular bill payment process.  The E-Bill enrollment process will be active once the Biller has accepted the notification, you can re-enroll at that time. 

Opening Bill Payment

After logging into On-Line Banking, click on the Pay Bills link at the top left of the screen.  This will open a window that says, “A new browser window has been opened to enable you to use our Bill Pay system.“  Existing Bill Payment members will have a second smaller browser window appear with the Bill Payment application inside.  New Bill Payment members will get a disclosure.  At the bottom of the disclosure are accept and decline buttons.  If you click accept, a new browser window will be opened to enable you to use our Bill Pay system.  If you click decline, the second browser window will not appear, you will only see the On-Line Banking console.  Depending on your connection speed, the second window could take a few seconds or up to a minute to load. If the second browser does not open, please see Pop-Up Blockers and Firewalls

Still Can Not Get Into Bill Payment

We have been able to access your bill payment account using the last four of your social security number as the PIN.  You will want to change your PIN to something different soon.  There appears to be some issue with the PC you are using to login.  To use Travis Credit Union On-Line Banking, cookies must be turned on and you should use one of the approved Web browsers.  All of the recommended browsers have been tested and have an encryption level of 128-bit.  Other browser versions may function correctly but may not be sufficiently secure.

 

 

To use Travis Credit Union On-Line Banking, members must have Internet access and should use one of the approved Web browsers.  All of the recommended browsers have been tested and have an encryption level of 128-bit.  Other browser versions may function correctly but may not be sufficiently secure.

 Note: Version 3.x and 4.x browsers may function but are not recommended with

Recommended Browsers / Versions

Microsoft® Internet Explorer v5.5 through v6.0

Netscape® Communicator v7

Microsoft® Windows  2000 SP3, XP, and 2003

Apple® Mac OSX

America Online® v9.x

Opera® v7.0

 

Let us know at your earliest convenience if this information does not help.

 

Mozilla Firefox
 

Why can't I get in to Online Bill Pay with Mozilla?

If you are using Mozilla Firefox to access Online Billpay you will need to add the following three addresses to your Allowed Sites list.

1. Open Mozilla.

2. Click on the "Tools/Options" in the drop down menu. (See Figure 1)

3. Select "Allowed Sites". (See Figure 2)

4. Add these addresses:

http://www.traviscu.org
https://ebp.cey-ebanking.com
https://traviscu.vaultsentry.com/PCC/servlet/tpservlet?transactiontype=PreloginActionBean&FIID=2005

5. Click "Ok" and restart your browsers


Figure 1



Figure 2

 

Microsoft Money

When connecting to Travis Credit Union via Money it couldn't be more simpler. Using Active Statements all you need to do is login to your home banking account while MS money is running, select the duration of History you need to download and click export. Money automatically recognizes the active statements and automatically imports the statement into your program. Lets take a step by step look.

First Start Money we used the Money 2005 90-Day demo for this demonstration.  Click Next

Money asks you what type of account you want to setup choose Banking Clck Next

Now from the list select the T's and scroll down to Travis CU Click Next

Now you have setup the account portion of Money

Now login to Internet Banking and choose your account to view. On the left side of the screen
choose Export Account Information
Now select your date range and click export while Money is running in the background

From the Pop-Up Box select the account you just created and click Next

 

Afterwards Money will tell you that you just imported information. Agree and you will see your information on a screen like the one below.

 

 
 
 
 

Email and Web Security Statement

Disclosures and Agreements

Career Center Contact Us Locations Site Map


We value your membership and your privacy is very important to us.
Please click here to view our Privacy Policy.

Copyright 2005 Travis Credit Union  All Rights Reserved
NCUA - Your savings federally insured to at least $100,000 and backed by the full faith and credit of the United States Government.