PhoneTeller Menu

PhoneTeller Transaction Codes

562.945.2214 • 800.249.2328 (toll-free)

BALANCE INQUIRIES…………………………………………..Press 1, then press
Savings balance …………………………………………………………………..1
Checking balance…………………………………………………………………2
Share balance……………………………………………………………………..3
Open Share list…………………………………………………………………….4
Share balance on a specific date……………………………………………..5
Loan balance……………………………………………………………………….6
Open loan list and total……………………………………………………………7
Loan balance on a specific date……………………………………………….8

CHECKING INFORMATION …………………………………….Press 5, then press
Check number inquiry…………………………………………………………….1
Check copy request*……………………………………………………………..2
Check stop payment*……………………………………………………………..3
*Normal transaction fees will apply.

HISTORY INQUIRIES…………………………………………….Press 2, then press
Share history………………………………………………………………………..1
Loan history………………………………………………………………………….2
Deposit history………………………………………………………………………3
Last deposit………………………………………………………………………….4
Last payroll deposit…………………………………………………………………5
Recent transaction activity…………………………………………6, then press
Checks cleared………………………………………………………………1
ATM transactions…………………………………………………………….2
ACH transactions……………………………………………………………3
Payroll transactions…………………………………………………………4
Loan payments………………………………………………………………5
Debit card transactions…………………………………………………….6
POS transactions……………………………………………………………7

LOAN INFORMATION……………………………………………..Press 6, then press
Loan payment inquiry ……………………………………………………………..1
Loan payoff…………………………………………………………………………..2
Loan advances for the month…………………………………………………….3

TRANSFERS…………………………………………………………Press 4, then press
Savings-to-Checking transfer…………………………………………………….1
Savings-to-Loan transfer…………………………………………………………..2
Checking-to-Savings transfer…………………………………………………….3
Checking-to-Loan transfer………………………………………………………..4
Share-to-Share transfer…………………………………………………………..5
Loan-to-Savings transfer………………………………………………………….6
Loan-to-Checking transfer………………………………………………………..7
WITHDRAWALS……………………………………………………Press 3, then press
Savings withdrawal………………………………………………………………….1
Checking withdrawal………………………………………………………………..2
Loan advance………………………………………………………………………..3
ADDITIONAL OPTIONS…………………………………………..Press 7, then press
Year-to-date information……………………………………………1, then press
Dividend information…………………………………………………………1
Interest information…………………………………………………………..2
IRA contributions……………………………………………………………..3
Access another account……………………………………………………………2
Change preferences…………………………………………………3, then press
Change access code………………………………………………………..1
Change history transactions in a group…………………………………2
Change language (English vs. Spanish)………………………………..3
Change mode (Expert vs. Menu)………………………………………….4

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To cancel a service, press (9) at any time.

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