About Us / System Upgrade

Thank you, thank you, thank you!

We just wanted to take a minute to truly thank you, our members, for your patience and understanding as we worked through the System Upgrade. While we always try to provide the WOW for you, it was you who WOWd us through all of the ups and downs of the System Upgrade. We love our members!

S-Type or Account Type Changes

Home Branching

If you are wanting to transfer to a specific account of another member, you will need to know the S-Type of the account to which you are transferring to. For instance, if you are wanting to transfer to another member's Kasasa Checking account, the S-Type can range from S0100 through S0109. You may need to contact the member you are trying to transfer to and ask them what their S-Type is. 

However, every member has an S0001, which is a Regular Shares, or Savings. You may simply transfer into their Savings and let them know that is where you transferred to.

If you have any questions about what S-Type to use when transferring from member to member on Home Branching, you may also Contact Us for help. 

New S-Types as of October 1, 2017

S1 Regular Shares 0001
S1 Business Savings 0002
S2 Kasasa Shares 0003
S20 Super Cash 0020
S30 CP Money Tree 0030-0099
S31 Share Pledge 0030-0099
S21 Christmas Club 0040
S22 Vacation Club 0041
S3 Kasasa Cash with Saver 0100-0109
S4 Kasasa Cash 0100-0109
S50/S56 Choice Checking  0110-0118
S55 GPC 0110-0118
S75/S74 Just Checking 0110-0118
S25 Health Savings 0119
S60 Business Checking 0120-0129
Upgrade Information

Please be aware of the following information for the System Upgrade:

  • Be aware of system down time. (see closed dates below)
  • Direct deposits, automatic payments and withdrawals will process as usual and WILL NOT be impacted by closing times.
  • You will still have access to cash through ATM’s.
  • Withdrawal limits may be placed on ATM’s and in-branch transactions during this time.
  • You will be able to make purchases with your CP Federal Mastercard® Debit and Visa® Credit Cards in addition to checks.
  • Be sure to update your contact information such as name, address, phone and e-mail on all of your accounts.
  • Please complete necessary in-branch transactions prior to close of business on Sept. 29th.
  • Transactions will be based on balances as of 5:30 pm on Friday, Sept. 29th.

Member Q & A

Click here to find all of the frequently asked questions regarding the system upgrade. You can also type your questions in the "What would you like to know?" search option area at the top right corner, just under Online Banking!  

Plan Ahead

System Upgrade Schedule

Transactions will be approved during closure based on balances as of 5:30 pm on Friday, Sept. 29th. Please be sure to complete necessary in-branch transactions prior to close of the business day.

CLOSED Saturday, September 30

CLOSED Sunday, October 1

CLOSED Monday, October 2

* The Consumers Energy Branch will be CLOSED Monday, October 2nd through Friday, October 6th. Consumers employees may use the ATM located in the atrium or any of our other convenient locations

Access to Online Banking, Bill Pay, Telephone Banking, Mobile Banking and Shared Branching will be unavailable during the closed period.

Accessibility 

Services that will NOT be available:

  • Home Branching Online Banking
  • Bill Pay
  • Teller 24 Audio Access
  • Mobile Banking 
  • Shared Branching 
  • Call Center

Services that WILL be available: 

  • ATM’s - Cash Withdrawals Only - *withdrawal limits may be placed
  • Direct Deposit
  • Automatic Payments & Withdrawals
  • CP Federal Mastercard® & Visa Cards® 
  • CP Federal Checks

Your Account

Key items regarding your account that will be permanently impacted after the system upgrade.

Items that will NOT change:

  • Your account number
  • Home Branching & Online Banking
  • Mobile Banking
  • Current CP Federal Mastercard® & Visa Cards®
  • Current payroll, direct deposits, & social security deposits
  • Current automatic payments & withdrawals

Items that WILL change:

  • Your Visa & Member statements will have a snazzy new look!
  • Teller 24 Audio Access will change and you will be required to re-enroll. The phone number will remain (517) 784-5669 or (800) 252-4831
  • Our new system will be able to provide for faster & more efficient transactions.
  • Our ability to provide you with enhanced technology & WOW level service. 
Teller 24 Changes

First Time Logging In

Beginning October, 3 all users will have to re-set their account and access code. In order to verify your identity on the new system, the first time you call in you will need to enter your account number and last 4-digits of your social security number. You will then be prompted to re-register and set your access code

Login Attempts

Teller 24 and Home Branching will be linked when it comes to failed login attempts. You have 5 attempts during the month of October before you will be locked out. This means, if you have 2 failed attempts in Teller 24 and 3 failed attempts in Home Branching, your account will be locked out. Beginning November 1, the system default will be set at 3 attempts.  

New Menu

Beginning October 3, there will be a new menu for Teller 24.

To get started with Teller 24, just follow these simple steps:

  1. Call 517-784-5669 or 800-252-4831.

  2. Follow the menu prompts.

  3. Enter your account number and access code.

Main Menu Options

  1. Account Balances
  2. Account History
  3. Transfer Funds or Make a Payment
  4. Share or Loan Withdrawal 
  5. Card Services
  6. Stop Payments
  7. Credit Union Information
  8. Change Access Code
  9. More Options

Global Commands

  • Member Service Press.....0
  • Main Menu Press.....3*
  • Go Back Press.....*
  • Skip Press.....5*
  • Repeat Press.....#

Access the current Teller 24 here

Ouicken/QuickBooks Changes

As part of this upgrade, you will need to perform a final download of transactions by end of business on September 30, 2017 and a small update in your Quicken application on or after October 3, 2017.

To complete these instructions, you will need your User ID and Password for each financial institution.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.

Please carefully review the downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register. If you have any questions, please contact CP Federal Credit Union's wickedly talented team for assistance.

Web Connect - Quicken for Windows

Step-By-Step Guide:

Task 1: Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up Your Data and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Update Software and follow the instructions.

Task 2: Disconnect Accounts at CP Federal on or after 10/03/2017

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to deactivate.
  3. In the Account Details dialog, click on the Online Services
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
  5. Click on the General
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps for each account to be disconnected.

Task 3: Reconnect Accounts to CP Federal on or after 10/03/2017

  1. Download your Quicken Web Connect file from your Home Branching, under options. 

Take note of the date you last had a successful connection in your Quicken account. If you have overlapping dates in the Web Connect download, you may end up with duplicate transactions.

  1. Click File > File Import > Web Connect File. Locate and select the Web Connect file to import.
  2. Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken. 

Do NOT select Create a new account unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken or click the Cancel

  1. Repeat steps for each account to be reconnected.

Web Connect - Quicken for Mac 2007

Step-By-Step Guide:

Task 1: Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select “Backing Up Your Data,” and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Checking for Updates to Quicken,” and follow the instructions.

Task 2: Connect to [Financial Institution A] for a final download before [Enter Date]

  1. Choose Online menu > Download Transactions.
  2. Select your account from the drop-down list.
  3. Click Download to access [Financial Institution A URL].
  4. Enter your User ID and Password to login to the website. Download your transactions through [Enter Date] into Quicken.
  5. Repeat the download process for each account you have (such as checking, savings, credit cards and brokerage).
  6. Once all accounts have been downloaded, accept all transactions into your Quicken account registers.

Task 3: Disconnect Accounts at [Financial Institution A] on or after [Enter Date]

  1. Choose Lists menu > Accounts.
  2. Select the account to deactivate and click Edit.
  3. In the Download Transactions drop-down list, select Not Enabled. Follow the prompts to confirm the deactivation.
  4. Remove the information within the Account Number and Routing Number
  5. Click OK to save your edits.
  6. Repeat steps 2 – 5 for each account to be disconnected.
  7. Verify your account list does not display a blue online circle icon for the accounts you are disconnecting.

Task 4: Connect Accounts at [Financial Institution B] on or after [Enter Date]

  1. Download your Quicken Web Connect file from [Financial Institution B URL].

Take note of the date you last had a successful connection. If you have overlapping dates in the Web Connect import, you may end up with duplicate transactions.

  1. Import your transactions to Quicken.
  2. Associate the account to the appropriate account already listed in Quicken. Select Use an existing account.
  3. Match the transactions you are importing to the corresponding existing Quicken account in the drop-down list and click OK.
  4. Repeat steps for each account to be reconnected.
  5. Choose Lists menu > Accounts. Verify each account at [Financial Institution B] has a blue online circle indicating it has been reactivated for online services.

Web Connect - Quicken for Mac 2015-2017

Step-By-Step Guide:

Task 1: Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select Backing up data files, and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Check for Updates,” and follow the instructions.

Task 2: Connect to [Financial Institution A] for a final download before [Enter Date]

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Update Selected Online Account.
  3. Sign in to online banking and download transactions for an account.
  4. Import the transactions.
  5. Repeat steps for each account (such as checking, savings, credit cards, and brokerage) that you use for online banking or investing.

Task 3: Connect Accounts at [Financial Institution B] on or after [Enter Date]

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Set up transaction download.
  4. Enter [Financial Institution B] in the Search field, select the name in the Results list and click Continue.
  5. Log in to [Financial Institution B URL]. Download a file of your transactions to your computer.

Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.

  1. Drag and drop the downloaded file into the box Drop download file.

Select “Web Connect” for the “Connection Type” if prompted.

  1. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.

Do NOT select “ADD” under the action column unless you intend to add a new account to Quicken.

  1. Click Finish.
  2. Repeat steps for each account to be connected.

Web Connect - QuickBooks for Windows

Step-By-Step Guide:

Task 1: Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > QuickBooks Help. Search for Back Up and follow the instructions.
  2. Download the latest QuickBooks Update. For instructions to download an update, choose Help menu > QuickBooks Help. Search for Update QuickBooks, then select Update QuickBooks and follow the instructions.

If multiple computers do not use the same QuickBooks data file, skip step 3. QuickBooks activities such as Online Banking cannot be performed in multi-user mode because of the way the activities interact with a company data file.

  1. Switch to single user mode. For instructions to switch to single user mode, choose Help menu > QuickBooks Help. Search for Switch to Single User Mode and follow the instructions.

If you are not using Classic Mode (Register Mode), enable it for the conversion. You can change it back after the conversion is complete.

  1. Enable Classic Mode (Register Mode).
  2. For instructions to enable Classic Mode (Register Mode), choose Help menu > QuickBooks Help. Search for Banking Feed Modes, select Bank Feeds Modes overview, scroll down, and follow the instructions.

Task 2: Connect to [Financial Institution A] for a final download before [Enter Date]

  1. Log in to [Financial Institution A] and download your QuickBooks Web Connect file.
  2. Click File > Utilities > Import > Web Connect Files.
  3. Link your bank account with the existing QuickBooks account and click Continue.
  4. Repeat steps for each account.

Task 3: Match Downloaded Transactions

If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose Help menu > QuickBooks Help. Search for Matching Transactions and follow the instructions.

All transactions must be matched or added to the register prior to disconnecting your accounts.

Task 4: Disconnect Accounts at [Financial Institution A] on or after [Enter Date]

  1. Choose the Lists menu > Chart of Accounts.
  2. Select the account you want to deactivate.
  3. Click Edit menu > Edit Account.
  4. Click on the Bank Feed Settings tab in the Edit Account
  5. Select Deactivate All Online Services and click Save & Close.
  6. Click OK for any dialog boxes that may appear with the deactivation.
  7. Repeat steps for each account to be disconnected.

Task 5: Reconnect Accounts to [Financial Institution B] on or after [Enter Date]

  1. Log in to [Financial Institution B URL] and download your QuickBooks Web Connect file.
  2. Click File > Utilities > Import > Web Connect Files.

Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.

  1. If prompted for connectivity type, select Web Connect.
  2. Click the Import new transactions now radio button, then click OK.

If you previously removed the check from the “Always give me the option of saving to a file...” option, then this dialog will not display.

  1. In the Select Bank Account dialog, click Use an existing QuickBooks
  2. In the corresponding drop-down list, select your QuickBooks account, and click Continue.
  3. Confirm the prompt by clicking OK.
  4. Repeat steps for each account to be reconnected.

Verify that all transactions downloaded successfully into your account registers.

Task 6: Re-enable Express Mode (if necessary)

If you prefer Classic Mode (Register Mode), you are finished with your conversion. If you use Express Mode for online banking, you may now re-enable the mode.

For instructions to enable Express Mode, choose Help > QuickBooks Help. Search for Banking Feed Modes, then select Bank Feed Modes overview, and follow the instructions.

Web Connect - QuickBooks for Mac

Step-By-Step Guide:

Task 1: Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose the Help menu and use the Search bar available at the top. Search for Back Up and follow the instructions on screen. The first time you do a backup, QuickBooks will guide you through setting backup preferences.
  2. Download the latest QuickBooks Update. For instructions to download an update, choose Help menu and use the Search bar available at the top. Search for Update QuickBooks, select Check for QuickBooks Updates and follow the instructions.

Task 2: Connect to [Financial Institution A] for a final download before [Enter Date]

  1. Log in to [Financial Institution A URL] and download your QuickBooks Web Connect File.
  2. Click File > Import > From Web Connect.
  3. Link your bank account with the existing QuickBooks account and click Continue.
  4. Repeat steps for each account.

Task 3: Match Downloaded Transactions

If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose the Help menu and use the Search bar available at the top. Search for Updating Your Register, select the article with that name and follow the instructions.  

All transactions must be matched or added to the register prior disconnecting your accounts.

Task 4: Disconnect Accounts at [Financial Institution A] on or after [Enter Date]

  1. Choose Lists menu > Chart of Accounts.
  2. Select the account you want to deactivate.
  3. Choose Edit menu > Edit Account.
  4. In the Edit Account window, click the Online Settings
  5. In the Online Account Information window, choose Not Enabled from the Download Transaction list and click Save.
  6. Click OK for any dialog boxes that may appear with the deactivation.
  7. Repeat steps for each account to be disconnected.

Task 5: Reconnect Accounts to [Financial Institution B] on or after [Enter Date]

  1. Log in to [Financial Institution B URL] and download your QuickBooks Web Connect File.

Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.

  1. Click File > Import > From Web Connect.
  2. If prompted for connectivity type, select Web Connect.
  3. The Account Association window displays during setup. For each account you wish to download into QuickBooks, click Select an Account to choose the appropriate existing account register.

Do NOT select “New” under the action column.

  1. Click Continue.
  2. Click OK to any informational prompts.
  3. Add or match all downloaded transactions in the Downloaded Transactions
  4. Repeat steps for each account to be reconnected.

Express Web Connect - Quicken for Windows

Step-By-Step Guide:

Task 1: Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.

Task 2: Connect to [Financial Institution A] for a final download before [Enter Date]

  1. Choose Tools menu > One Step Update.
  2. Depending on how you manage financial institution passwords, you may be prompted to enter your Vault password at this time or to enter individual passwords in the One Step Update dialog.
  3. In the One Step Update Settings dialog, make sure all items are checked and click Update Now.
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.

If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.

Task 3: Disconnect Accounts at [Financial Institution A] on or after [Enter Date]

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to deactivate.
  3. In the Account Details dialog, click on the Online Services
  4. Click Follow the prompts to confirm the deactivation.
  5. Click on the General
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps for each account to be disconnected.

Task 4: Reconnect Accounts to [Financial Institution B] on or after [Enter Date]

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to activate.
  3. In the Account Details dialog, click the Online Services
  4. Click Set up Now.
  5. Use Advanced Setup to activate your account.
  6. Enter [Financial Institution B] in the search field, select the name in the list and click Next.
  7. If presented with the Select Connection Method screen, select Express Web Connect.
  8. Enter your User ID and Password. Click Connect.

You may be presented with a security question from your Financial Institutions prior to receiving your accounts.

  1. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.

Do NOT select Add to Quicken unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken.

  1. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
  2. Click Done or Finish.

Express Web Connect - Quicken for Mac 2015-2017

Step-By-Step Guide:

Task 1: Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select Backing up data files, and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select “Check for Updates,” and follow the instructions.

Task 2: Connect to [Financial Institution A] for a final download before [Enter Date]

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Update Selected Online Account.
  3. Repeat this step for each account (such as checking, savings, credit cards, and brokerage) you use for online banking or investing.

Task 3: Disconnect Accounts at [Financial Institution A] on or after [Enter Date]

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Troubleshooting > Deactivate Downloads.
  4. Repeat steps for each account to be disconnected.

Task 4: Reconnect Accounts to [Financial Institution B] on or after [Enter Date]

  1. Select your account under the Accounts list on the left side.
  2. Choose Accounts menu > Settings.
  3. Select Set up transaction download.
  4. Enter [Financial Institution B] in the Search field, select the name in the Results list and click Continue.
  5. Enter your User Id and Password and click Continue.
  6. If the bank requires extra information, enter it to continue.

Select “Express Web Connect” or “Quicken Connect” for the “Connection Type” if prompted.

  1. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.

Do NOT select “ADD” under the action column.

  1. Select Finish.

Express Web Connect - QuickBooks Online 

Step-By-Step Guide:

Task 1: Connect to [Financial Institution A] for a final download by [Enter Date]

Please skip to Additional Instructions if you Manually Import Transactions.

  1. Choose Transactions > Banking.
  2. In the upper right corner, click Add Account.
  3. Enter [Financial Institution A] and click Find.
  4. Click the link for [Financial Institution A].
  5. Type your User Id and Password and click Log In.
  6. If the bank requires extra information, enter it to continue.
  7. Choose an account type for each account you’re connecting.
  8. Click Connect to download up to 90 days of transactions.

If you need a shorter date range, click Need a shorter date range? at the top and choose between 0, 7, or 30

  1. After your download finishes, click the New Transactions tab to see what was downloaded.

Task 2: Match Downloaded Transactions

  1. If new transactions were received from your connection, accept all new transactions on the Transactions > Banking Simply check off all the New/Matched transactions and click Batch Action to "Accept Selected".
  2. If you need assistance matching transactions, choose Help menu > Search for Matching Transactions and follow the instructions.

Task 3: Deactivate Your Account(s) At [Financial Institution A] on or after [Enter Date]

  1. Choose Transactions > Banking.
  2. Click on the account you'd like to disconnect, then click the Pencil Icon.
  3. Click on Edit Account Info.
  4. Check the box next to Disconnect this account on save.
  5. Click Save.
  6. Repeat steps 2—6 for each account at [Financial Institution A].

Task 4: Re-activate Your Account(s) at [Financial Institution B] on or after [Enter Date]

  1. Choose Transactions > Banking.
  2. In the upper right corner, click Add Account
  3. Enter [Financial Institution B], and click Find.
  4. Click the link for [Financial Institution B].
  5. Type your User ID and Password. Click Log In.
  6. Ensure you associate the account for [Financial Institution B] to the appropriate account already listed under QuickBooks Accounts. You will want to select the matching accounts in the drop-down menu.

Do NOT select +Add new. If you are presented with accounts you do not want to track in this data file, Uncheck the box next to the Account name.

  1. After all accounts have been matched, click Connect.
  2. When the download is finished click I'm done. Let’s go!

Task 5: Excluding Duplicate Transactions

  1. Choose Transactions > Banking.
  2. In the New Transactions section, click the checkboxes for the transactions you want to exclude.
  3. Click Batch Actions > Exclude Selected.

If you accidentally exclude a transaction, you can include it again.

Task 6: Undo Excluded Transactions

  1. Choose Transactions > Banking.
  2. Click the Excluded
  3. Click the checkboxes for the transactions you want to include.
  4. Click Batch Actions > Undo.
  5. Transactions will appear again in the New Transactions tab for you to work with.

Additional Instructions: Manually Import Transactions

  1. Log in to [Financial Institution A] website at [Financial Institution A URL].
  2. Download one of the following Web Connect files.
    1. .qbo (QuickBooks)
    2. .qfx (Quicken)
  3. In QuickBooks Online, choose Transactions > Banking.
  4. In the upper right corner, click File Upload.
  5. Click Browse and select [Financial Institution A] Web Connect file from your computer.
  6. Click Next.
  7. In the drop-down menu, select the account where you'd like to upload the transactions.
  8. When the download is finished click I'm done. Let’s go!
  9. After your download finishes, click the New Transactions tab to see what was downloaded.

Express Web Connect - Mint 

Mint.com data is stored on Intuit cloud servers. Data is updated with every change and cannot restore data to a previous point in time.

For a successful account update, do not login into Mint.com for [Financial Institution B] until 5 business days after [Enter Date].

During this time, the Mint.com server will automatically make the system conversion for your activated accounts. If you login into Mint.com during this time, you may see duplicate accounts or an error displayed.  Please do not attempt to change the status or make any changes in Mint.com during this time. After 5 business days, the accounts should reconcile showing your transaction history available.

In the event that your accounts do not display current transactions after 5 business days, you may log back into Mint.com and click refresh to update the account. After the download completes, click the Transactions tab to view up to 90 days of transaction history.