Shell FCU | Digital Banking Experience

Zelle Digital Banking Integration Update

Your patience and understanding has been appreciated the past several months, as we diligently work to integrate Zelle into Digital Banking. Previously Zelle was available for use with Shell FCU debit and credit cards, however with changes to integrate Zelle into Digital Banking this option is currently not available. We sincerely apologize for this inconvenience and additional updates will be available as progress is made. Thank you for the opportunity to serve you!

An Improved Digital Banking Experience Is Coming This February


We can't wait any longer to reveal the Digital Banking upgrade we've been working on. You'll have greater control over all of your accounts within the new Digital Banking experience via Browser and the Mobile App. Managing your money will be faster and easier. With greater control and better insight, this upgraded technology provides custom views, along with a complete financial picture. We're excited that our new digital platform will be available to you on February 9th, 2021.


Featured NEW enhancements available within Digital Banking - both Browser and the Mobile App:

  • Chat Service
  • Check Ordering
  • Loan Application Submission
  • Additional Account Opening
  • Mortgage Integration - balance, history & payments
  • Financial Wellness - savings goals, cash flows, spending, etc.
  • Shell Retirement Trust & Investment Services Integration
  • Student Choice Integration - student lending
  • View Credit Card Transactions and Pending Authorizations
  • And Much More!

FAQ

Q: What will my User ID and Password be to access the new system?

A: Your User ID and Password will remain the same. You may be prompted to update your Password to meet the requirements listed below. Also, to ensure your identify, you may be required to receive a verification code through text or email. There will be no need to reregister for the improved Digital Banking Experience.

Q: What are the Password requirements?

A: Your Password must be 8-32 characters long, contain at least one number, one capital letter, and can include these special characters !@#$%^&?*+=(){}|;'"]. We recommend using a complex Password that includes capital letters, numbers and special characters. Be sure to select a Password that has not been used on any other site you visit online.

Q: Will I need to download the new App or update my current App?

A: In most cases, you will need to update your App. If you are having difficulty logging in, please delete the App, then reinstall it. If you need further assistance, please reach out to us.

Q: Which browsers will be supported in Digital Banking?

A: Supported browsers are: Google Chrome, Microsoft Edge (Windows only), Firefox (macOS only) and Safari. The new Digital Banking experience will no longer support Microsoft Internet Explorer due to potential security weaknesses. If you use Internet Explorer, a different browser will need to be utilized to access the new experience.

Q: Will my pending debit and credit card transactions show in the new Digital Banking?

A: Yes, your debit and credit card transactions will show in both the Online and App platforms. Thus, you will have the same access throughout your Digital Banking experience.

Q: Will I need to set up my alert options in Digital Banking?

A: New and improved alerts will be available to provide you with customized notifications. Please set up your alert options when you log in, as alerts will not migrate over to the new Digital Banking experience.

Q: Will my Payees and history remain in Bill Pay?

A: Yes, you will have access to all of your Bill Pay Payees and history in Bill Pay.


Quicken & QuickBooks - ACTION REQUIRED

This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. Conversion instructions are available below.

1st Action Date: February 8th, 2021

A data file backup and a final transaction download should be completed by this date. Please make sure to complete the final download before this date since transaction history might not be available after the upgrade.

2nd Action Date: February 9th, 2021

This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.

Intuit aggregation services may be interrupted for up to 5 business days from February 9th to 16th. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage:

  • Quicken Win/Mac Express Web Connect
  • QuickBooks Online Express Web Connect
  • Mint

Please carefully review your 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 us at (713) 844-1100.

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