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Account Aggregation ServiceNote to Complete View users: Many financial institutions, in response to changing government security regulations, have or will alter their online log-in procedures. As a result, your ability to aggregate account information from some sources may be temporarily or permanently blocked through Complete View and other account aggregation services.
DCU Complete View is a FREE online financial account aggregation service that offers you the fastest, easiest way to consolidate and view all your financial information in one convenient place. Almost any financial account that you currently access online with a password can be viewed. It is like seeing an up-to-the-minute personal financial snapshot.
Complete View is powered by CashEdge. CashEdge maintains leading edge security including SSL and data encryption technology, multiple firewalls, intrusion detection systems, and around the clock monitoring.
Dashboard Displays summary balance data from all aggregated accounts, including banking, investment, credit card, bills, and loans. Dashboard features include:
Add Accounts Walks you through the process of selecting from a list of financial institutions to add your accounts to the Dashboard.
Reports Displays both a global and detailed view of investments and transactions.
Alerts Set up balance-driven email alerts.
Single Sign-On Integrates all your financial accounts via secure single sign-on access.
To register and start using Complete View, log into PC Branch from the home page, and then select the Complete View link at the top. Once you have logged in you can view your accounts on the Dashboard.
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