Web Teller Help

Attention Quicken Users:

Quicken 2014 is no longer supported. If you wish to continue use of Quicken with Web Teller, please upgrade to Quicken 2017.  If after your upgrade to Quicken 2017, you are still having issues in Web Teller:

  • Go to Tools > Online Center.
  • Hold Ctrl + Shift keys and click on Contact Info at the top of the window.
  • Select the account name that is returning the error.
  • Select the Refresh Branding & Profile checkbox and click the Refresh button.
  • Click the Update/Send button in the top right of the window.
  • When this process completes, try your import/update again.
  • If this process works for one account, but not all accounts, you may need to perform this process on each bank you track in your Quicken file.

Click here for more support from Quicken.

Web Teller Online Banking

Web Teller Online Banking is safe, secure, confidential, and gives you more convenient access to your accounts anytime, anywhere. Check your account and loan balances, review recent account activity, make transfers between accounts, pay bills (write fewer checks!) and more!

Access Web Teller 

Web Teller is easy to access. Enter your username and password into the fields provided in the left pane, then click 'Login'. First time users will need to use your Member Number as your Username and your Touch-Tone Teller PIN as your password. If you need help logging in, please contact Member Service at (231) 924-4880 option 2.

Mobile Teller 

View your account information and transfer funds from the convenience of your mobile phone anytime, anywhere. Download our Mobile Teller app on the Apple App Store or in the Google Play Store.  You may be charged access rates depending on your carrier. Web access is needed to use Mobile Teller. Check with your service provider for details on specific fees and charges.

Web Teller Online Banking Features

ID Check

Web Teller’s online banking security feature ID Check requires you to correctly answer a security question to confirm your identity before you log in to your account.

Accounts

Account Summary

Get up-to-the-minute account balances, loan balances and account histories on the account summary page. You can also view previous and current year dividends earned and interest paid, Credit MasterCard account information and account transaction history. Plus, you can also view current balance, available credit, three months of history, payment due, year to date interest and current month charges (from the last posting date).

Pending Transactions

View pending transactions to your checking account. A pending transaction is a type of “hold” on your account that affects your available balance. Your account balance can often differ from your available balance due to a pending transaction or “hold” on your account. For example, gas stations often “hold” up to $75 or more from your account when you fill up even though your final transaction amount may only be $30. That gas station transaction will eventually clear your account for $30 but they “hold” the funds from your available balance until the transaction clears. Regularly viewing your pending transactions may help you avoid unexpected overdraft fees.

Account Export

To help manage your finances, Web Teller offers the ability to download your account information. Easily export account information directly into your personal financial management software or export to a Comma Separated Value (CSV) file.

Online Bill Pay

Bill Pay

Tired of the hassle of writing checks to pay for recurring monthly bills? Looking for an easier and secure way to make payments? Then use Bill Pay, a convenient way to pay your bills through Web Teller Online Banking. With Bill Pay, you can pay almost anyone using a computer. You can schedule single payments as well as weekly, bi-weekly or monthly payments from a list of established vendors, or add your own. You can even send a check to an individual. And, it’s as easy as ever to pay your bills while you are out of town or on vacation because all you need is internet access to log in to Web Teller Online Banking. Set up your bills to be paid online today. You’ll appreciate the convenience and security knowing your payments are made for you on time and without the hassle of checks, stamps or mailboxes.

For your security, after 10 minutes of inactivity you will automatically be logged out of your Bill Pay session.

Transfers

Account Transfer

It’s easy to transfer money between your credit union accounts (savings, checking or loans). All your Web Teller Online Banking transactions are secure and you receive a transfer confirmation number for your records.

Statements

e-Statements

Your monthly account statement can be viewed online! At the touch of your fingertips and in a secure environment, you have access to your monthly account statement including a 12 month history. Plus you save both time and money by receiving your statement electronically instead of by mail. By choosing to view your statement online, you help us save paper, postage and other natural resources.

To sign-up for e-Statements, simply log in to Web Teller Online Banking, click on “E-Statements.” You will be asked to read the disclosure and consent to accept statements electronically instead of by way of U.S. mail.

e-Notices

Receive electronic notifications regarding important account details that may need immediate attention. To retrieve your e-Notice, log in to your account and click “E-Statements” under the "Online Services" tab, then click “Important Notices” to view them for more details.

Online Services

Account Services

You can view your e-Statements, change your address, change your password, order a copy of a paid check, request a check withdrawal, reorder checks, apply for a loan and more in Web Teller Online Banking. (Transaction fees may apply to some of these services.)

Online Settings

Web Teller Online Banking can be customized to fit your needs. You can decide how long the system stays connected before it logs you out, and set your account history date range.

Contact Us

Member Service is available Monday, Tuesday, Thursday and Friday from 8:30 am – 5:00 pm and Wednesdays 9:00am - 5:00pm.  We can assist you with Web Teller Online Banking or Gerber FCU account questions. Contact us submissions sent during closed hours will be answered on the next business day.

System Requirements

We recommend that you always keep your computer operating system updated with the latest security patches and use a recently released version of one of the following browsers:

  • Chrome v30-32 and greater
  • Firefox v24 and greater
  • IE v9-11
  • Edge
  • Safari V7 and greater

Please note: Occasionally the newest version of a browser has not been fully tested with all of our online applications and may present certain challenges.  If you have recently upgraded your browser and experience difficulty, please try another product.

Determining Your Browser Version

On the toolbar at the top of your browser window, click on “Help”. Then, depending on which browser you have, click on one of the following: 1) About Internet Explorer 2) About Mozilla Firefox or 3) About Safari.  A screen will appear telling you what browser and version you are using.

About Security
 

Is it safe to give out my account information over the internet?
We have taken all appropriate measures to ensure that our website and Web Teller Online Banking product is secure, and that our members’ account information remains private. Our members also play a role in protecting their information. Your Web Teller Online Banking Username and Password should be provided only when your browser shows a Transport Layer Security (TSL) session is taking place. Transport Layer Security (TLS) technology encrypts account information between computers, so that it is virtually impossible to be read by others. We recommend that our members use a current version of browser software so that they may benefit from the most up to date internet security available. After you finish any website session that included viewing or sending private information you should close your browser window.

Security Tips

  • Never reveal your PIN or password. This includes your Touch-Tone Teller PIN or the password that you selected when you signed up for Web Teller Online Banking.
  • Use the Log out icon to end a Web Teller Online Banking session. This will expire all the cookies that were set in your session.
  • The amount of time you can remain inactive before being automatically logged out of online banking can be set under “Online Services.” For your own security, keep this time setting as short as possible.
  • It is recommended that you balance your account at least once a month so that any discrepancies can be reported to us in a timely manner.

Accepting Cookies

  1. To disable the “Accept Cookies” warning in Firefox 2.0 and up:
  2. From the Tools menu, select Options.
  3. Click on the “CONTENT” tab.
  4. To enable Java, verify that the “Enable JavaScript” box is selected.
  5. Click on the “PRIVACY” tab.
  6. Verify that “Accept cookies from sites” is selected.

To disable the “Accept Cookies” warning in Microsoft® Internet Explorer 5.0:

  1. From the Tools menu, click on Internet Options.
  2. Click on the “ADVANCED” tab.
  3. To enable Java, verify that the Enable Java and Enable JavaScript boxes are selected.
  4. Click on the tab marked “SECURITY”.
  5. Click on the button marked “CUSTOM LEVEL”.
  6. Under Java make sure the radio button is set to Medium Safety.
  7. Under Scripting of Java applets make sure the radio button is set to Enable.
  8. Under Cookies: Allow per-session cookies (not stored), make sure the radio button is set to Enable.
  9. Under Cookies: Allow cookies that are stored on your computer, make sure the radio button is set to Enable.
  10. Click on OK until completely exited from options.

Unable to Log in to Web Teller Online Banking

Accessing the Log In Page

If you can view the other areas of our website, but are unable to access Web Teller, it may indicate a problem accessing all secured websites.

If you are using one of the browsers we recommend and are still experiencing a problem, the problem may lie with your Internet Service Provider. This is particularly common with employer-based access to the internet. Your employer may have firewalls, proxy servers or other equipment that may prevent access to secured sites.  Contact your company’s IT Department regarding the problem or try to access Web Teller Online Banking from another location.

IMPORTANT:

When reporting problems to us, please have as much information ready as possible (e.g. when the problem occurred, browser version, etc.).

Forgot Username and/or Password

 

I’ve forgotten my Username, how can I access Web Teller Online Banking?
Click “Log In Help” under the Web Teller log in and follow the directions provided.

I’ve forgotten my password, how can I access Web Teller Online Banking?
Click 'Forgot Username or Password?' on the Web Teller log in above. 

IMPORTANT:

We do not have access to your password. In the case of a forgotten password, please use our password reset tool or contact us to reset your password.

Common Error Messages

The following errors may occur when accessing Online Banking:

  • Account verification error. Your password is incorrect. Verify the password and re-enter it. Check to make sure the Caps Lock is not on. Passwords are case-sensitive; the Caps Lock may alter the way your password is being entered.
  • The account has been locked. You have had too many invalid login attempts. As a security measure, Web Teller Online Banking will allow three invalid password attempts and will lock out the account on the fourth try. To reset your password, please use our password reset tool or contact us for assistance.
  • We’re sorry, we are unable to process your request at this time. Web Teller is temporarily down for system maintenance. Try again periodically. If the message is displayed repeatedly, contact us.

Troubleshooting

Error Messages – To show us the exact error message that you are receiving, display the error message on your screen then press Print Screen on your computer’s keyboard. This will transfer the image to your clipboard which can then be pasted into a Word document or other application.   When experiencing an error message, try the following steps before contacting your financial institution:

  1. Clear the cache, reload, or refresh.
  2. Close the browser.
  3. Retry.

After trying this and you still continue to receive the error message, contact us.

IMPORTANT:

When reporting problems to us, please have as much information ready as possible (e.g. when the problem occurred, browser version, etc.).

Unsuccessful Transfer(s) – If a transfer is unsuccessful you will be given a reference number. You may email us and a Customer Service Representative will assist you in finding out why your transfer was not successful.

I’ve opened Quicken and tried to connect to you to download my files; it does not work. How can I do this?
To export your transactions, click on the Online Services tab, then click on Export “Account Information.”

  1. Choose the account and the dates you would like to export history for.
  2. Select Quicken as your Export format, and click the Download Data button. Do this for each account you wish to export.
  3. Open Quicken. The exported history items will be automatically uploaded.

It takes so long to download data, my session times-out and I have to start all over. How do I fix this?
We suggest that you increase the time limit on your connection with us. To increase the time limit click on “Online Services” in Online Banking and then select “Timeout.”

Online Help: Accounts

Summary

The Accounts tab will show you a general overview of your account. At the top of the page, you will see your member number and the address we have on file. While under the Account tab and sub-tabs, you may click the Printer Friendly button in the upper right-hand corner. This creates a page formatted specifically for printing.

Accounts Summary

The Accounts Summary section displays a general overview of your insured accounts, including the account title, type, balance and available balance.  Accounts include:

  • Savings
  • Super Savings
  • Share certificates
  • Share Draft (Checking)
  • Individual retirement accounts

To view the details of an account, click on the account title. Your current transaction activity will then be displayed.
You may also view your account history by going to the Next History Date Range, selecting dates using the fields provided and clicking More History. If you are looking at the details of your share draft (checking) account, you can view a copy of the check by clicking on the check number.

Your savings are federally insured for $250,000 by the National Credit Union Administration, a U.S. Government Agency.

Loan Summary

The Loan Summary section displays a general overview of your loans, including the loan title, type, balance, available balance, rate, payment and the due date.

To view the details of your loan, click on the loan title. Your current transaction activity will then be displayed.

You may also view up to three months of your account history by going to the Next History Date Range, selecting dates using the fields provided and clicking More History.

Transfer Funds

This option allows you to transfer funds between your accounts. The completion of a transfer is subject to the availability of sufficient funds in the account you are transferring from. If you do not have sufficient funds, the transaction will not be completed. If you have a cross-account transfer set up, you may also transfer funds to another member number.

To transfer funds:

  1. Click on Accounts tab.
  2. Click on the Transfer Funds sub-tab.
  3. Enter the amount you’d like to transfer in the field provided. Do not include dollar signs or commas.
  4. Select the account you would like to transfer from (only eligible accounts will appear).
  5. Select the account you would like to transfer to (only eligible accounts will appear). If you are transferring funds to a different member number, their eligible accounts will be displayed next to their member number.
  6. Click on Transfer Funds.

How do I add the ability to transfer from my account to another member number?

  • Log in to Web Teller Online Banking with the account you wish to transfer from.
  • Click "Contact Us" in the far upper right.
  • Next click "Send a New Message."
  • Type the following message: Please grant this account the ability to transfer to (INSERT THE ACCOUNT HOLDER'S NAME AND ACCOUNT NUMBER OF THE ACCOUNT YOU WISH TO TRANSFER TO).
  • Click "Submit Message."

Online Help: Online Services

Statements

e-Statements
e-Statements are provided as a free service that allows you to access your monthly account statements instantly online instead of by mail. With e-Statements, you can access your statements for the past 12 months, view your previous year-end statement and view copies of cleared checks. In addition, using e-Statements waives the monthly online banking fee. You will receive an e-mail notification each month when your new statement is ready to view.

To sign up for e-Statements:

  1. Click on the Statements tab in Web Teller Online Banking.
  2. Click on Account Statements.
  3. Click Sign Up for e-Statements.
  4. Enter your current e-mail address in the field provided.
  5. Click I Consent.

View Your e-Statements
If you have already signed up for e-Statements, here is how you will be able to view your electronic statements:

  1. Click on the Statement tab in Web Teller Online Banking.
  2. Click on Account Statements.
  3. Click on e-Statements.
  4. Click the e-Statement date you wish to view and your electronic statement will open in a new window.

Check Withdrawal

This form allows you to request a check addressed to the primary owner of the account, sent to the address we have on file. The maximum amount you can request to have withdrawn is $20,000 per day. Please be sure to verify your address by going to “Online Services” and click on “Address/Phone Number.”

To request a check withdrawal:

  1. Click on the Online Services tab.
  2. Click on Check Withdrawal.
  3. Select the account you would like to have the check withdrawn from in the drop-down menu. Only eligible accounts will be displayed.
  4. Enter the amount you wish to withdraw.
  5. Click on Submit to request the check. You will receive an acknowledgement of the request in two business days.

Check Reorder

You may place an order for a new check supply online so long as there are no changes to the address or check style that you’ve previously ordered through the credit union. If your address has changed since your last order of checks, you will need to visit a branch or mail your order form in with any corrections. If you proceed to order checks through this service, the checks will be printed with the same address as your last order. If any other personal information has changed, please contact the credit union directly.

To order a new check supply:

  1. Click on the Online Services tab.
  2. Click on Check Reorder and follow the onscreen instructions.

Lost or Stolen Credit Card

(231) 924-4880 Option 2
(800) 338-3746 Option 2

User Options

Address/Phone Number

This online form allows you to update your address and phone number(s) on file. If you have multiple accounts with us, you will need to update your contact information with each account separately.  Please note: Foreign addresses and phone numbers cannot be updated online, please mail your request to change your address to: Gerber Federal Credit Union, P.O. Box 116, Fremont, MI  49412.

To update your address and/or phone number:

  1. Click on the User Options link.
  2. Click on the Address/Phone Number tab.
  3. Enter your updated address and phone number(s) in the appropriate fields provided. Please do not use any symbols or special characters.
  4. Click Submit and you will receive a confirmation that your information has been updated.

Change Password

This form allows you to change your Web Teller Online Banking password.  Your new password:

  • Must contain 8 to 25 characters.
  • Must contain both letters and numbers.
  • Must not contain symbols, with exception of the underscore.
  • Will be case-sensitive.
  • Must not be your SSN or your account number.
  • Must not be your username or email address.
  • Must not be any of your previous 3 passwords.

To change your password:

  1. Click on the User Options link.
  2. Click on Password.
  3. Enter your current password in the “Old Password” field.
  4. Enter a new password in the “New Password” field.
  5. Re-enter the new password in the “Re-enter password” field.
  6. Click Submit and you will receive a confirmation that your password has been updated.

You may change your Web Teller Online Banking password at any time. For security purposes, it is recommended you change your password every six months. If you have forgotten your password, click 'Forgot Username or Password?' on the Web Teller log in above or contact the credit union for further assistance.

Change e-mail Address

This online form allows you to view/update your e-mail address. Your e-mail address will be used for e-Statement notifications and to provide you with product or service information that may be a potential benefit. Please refer to our Privacy Policy for more information. To change your e-mail address:

  1. Click on the User Options link.
  2. Click on E-mail Address.
  3. Enter your updated e-mail address in the field provided.
  4. Click Submit and you will receive a confirmation that your e-mail address has been updated.

Change History Date Range

The Change History Date Range allows you to select what account history dates you would like to have displayed. By default, only the current month’s history is displayed. To change your history date range:

  1. Click on the User Options link.
  2. Click on History Date Range.
  3. Select a date range by selecting one of the date range descriptions.
  4. Click on Change Date Range to save your changes.

Change Your Timeout

The Change Your Timeout feature allows you to set the number of minutes of inactivity in your Web Teller Online Banking session before the system automatically logs you out.  To change your timeout:

  1. Click on the User Options link.
  2. Click on Timeout.
  3. Select the number of minutes from the drop-down menu.
  4. Click on Change Timeout to save your changes.

Change Font Size

Change the size of the font that displays for you during your Web Teller Online Banking session.

To change the font size:

  1. Click on User Options link.
  2. Click on Change Font Size
  3. Choose the size you prefer in the drop down box
  4. Click on Submit to save your changes

Or

Click on the Font Size letter for the size of the font you prefer in the top right corner of the page

MoneyDeskTop

MoneyDeskTop allows you to view and analyze all of your accounts from one convenient location. View account balance information from credit unions and banks. You can also keep an eye on bills and utilities, assess net worth, review your budget and see how you spend your money and determine the best way to pay down your loans and credit cards.