- What is Pilot?
- How can it help me?
- Who can use Pilot?
- Are there any fees?
- Is Pilot secure?
- Is Pilot easy to use?
- How long does it take to use Pilot the first time?
- How do I enroll?
- Why does Pilot require an active email address?
- Can I transfer money or pay bills with Pilot?
- Who is MoneyDesktop?
- How does Pilot get my account information?
- How much account history can be viewed within Pilot?
- Why do some of my accounts show more history than others?
- Where or how can I access Pilot?
- Is there a mobile version or app?
- Can I change my login email or account details?
- What if I need help?
- Where can I find more information on Pilot?
What is Pilot?
Pilot is a personal financial management service that combines, organizes and tracks all of your financial information. With it you can track expenses, create budgets, set goals and plan for the future.
How can it help me?
Pilot helps you get a clear picture of your finances by combining all of your financial information in one place. Your BCU accounts and accounts from other financial institutions can be conveniently viewed together, making it easy to stay on top of your finances.
Who can use Pilot?
Pilot is a free service offered to BCU members. You must be a member of BCU and be signed up for Online Banking in order to use Pilot. If you are not a member and would like to join, you can join online today or call Member Relations at 800.388.7000.
Is Pilot easy to use?
Setting up your Pilot account is easy. Theres a quick enrollment process, and once inside Pilot, you'll find built-in tutorials, videos, and a knowledge bank to help you set up and manage your accounts.
How long does it take to use Pilot the first time?
First-time users usually take 10-15 minutes to fully complete the process. But, this can be done over time if you wishPilot saves your information so when you log back in, you can pick up where you left off!
How do I enroll?
Just log in to Online Banking and click on Budgeting and Planning. The next screens will ask for information to verify your identity. You will then receive an email asking you to validate the email address that you enrolled with. Then the enrollment process is complete.
How does Pilot get my account information?
Pilot connects to BCU and other institutions through secure connections by using your user ID and password for each institution to collect your financial data.
How much account history can be viewed within Pilot?
As you use Pilot over time, it will store all of your imported transactions for future viewing and use. After you initial registration you can view transactions up to 90 days old.
Can I change my login email or account details?
Yes, you can change your Pilot email address, as well as all other account information within Pilot by clicking on the Settings icon in the upper right corner of the screen.
Where can I find more information on Pilot?
Additional information can be found at www.bcu.org/Pilot.aspx or by calling Member Relations at 800.388.7000.