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New Online Banking is Here!

New Online Banking is Here!

Trailhead’s new Online Banking system means easier navigation, more features, improved design, and a unified experience across desktop and mobile devices.

IMPORTANT INFORMATION

  • If you need technical assistance with Online Banking, please call 503-220-2592, and select option 8.
  • If you have used Trailhead’s Mobile Banking app, the new Online Banking system will look very familiar to you. If you have not yet used Mobile Banking, now is a great time to download the app.

Step-By-Step Instructions for the First Time You Log In

If you have NOT previously registered with our Mobile Banking app you will need to register the first time you log into Online Banking by clicking “New User Registration”:

  1. To begin, visit www.trailheadcu.org and click “LOGIN”, found at the top of any page.
  2. Click “New User Registration”.
  3. Review and accept the Terms & Conditions.
  4. Enter your
    • 6-digit account number
    • Last 4 digits of your SSN
    • Your date of birth
  5. Confirm your username and enter your Online Banking password.
  6. Select your Primary Account. This will be the first account displayed on the Accounts screen. Most people choose their checking account.
  7. Once registration is complete, you can log in with your username and password.

What Isn’t Changing

  • Your username and password will remain the same.

SPECIAL INSTRUCTIONS FOR INTUIT (QUICKEN, Quickbooks & MINT) USERS


NEW FEATURES AVAILABLE IN ONLINE BANKING

The following features, most of which can also be found on the Mobile Banking app, are new to Online Banking:

Picture Pay allows you to pay bills by simply snapping a photo of the bill.

Cards On/Off lets you switch your Debit or Credit cards on and off with the click of a button. If your card has been lost or stolen and you need it deactivated ASAP, you can deactivate your card through Online Banking. Or, for increased security, keep your card turned off until you are ready to use it.

Account Alerts will send you emails when certain activities happen on your account.

Search. Use the search field to search for keywords in transactions. Please note that the Search feature will search the transactions that have been loaded onto the screen.

Filter. Use the funnel icon to filter the transactions you search. You can filter by Amount Range, Date Range, or Type of transaction (deposit or withdrawal).
Online Banking Filter button

Print. From the Account Transactions page, click the printer icon to print your transaction history.
Online Banking Print button

Export. From the Account Transactions page, click the download icon to export to either Quicken or a CSV file.
Online Banking export button

Account Information. Click the “i” button to get detailed loan information.

Customize Settings. Use the gear icon to customize your account settings. You can Hide Accounts and/or change the nickname of the account by clicking on the pencil icon.
 

 

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