Harvard FCU is proud to provide Harvard University’s Student Organizations with their banking needs. To ensure the best experience for our students, we have created the following process for our school partners.
1. Communications
Harvard FCU will communicate updates and important process information with the Organization Liaison Officers listed to the right.
If your liaison officer has changed, please email studentorgs@harvardfcu.org to request that we update our website.
2. Authorizing Students as Account Signers
To authorize Harvard FCU to add signers to Organization Accounts, please email (via secure email) an excel list with all authorized signers to studentorgs@harvardfcu.org.
The excel, or csv, should include four columns:
- Student’s first name (as appears on their ID. Please do not include nicknames)
- Student’s last name
- Student’s Harvard Email
- Official Student Organization Account (as it appears on the EIN for the Organization)
Please allow three business days for us to update our records. A minimum of two signers must be on each account. If a signer is no longer on the excel list you send, they will be removed from the account.
3. Providing Students Access to Accounts
After students have been authorized by your office to be on the accounts (Step 2), the authorized students leaders will need to complete paperwork to be added to the accounts.
Please refer students to www.harvardfcu.org/student-banking/student-org/ to access and submit necessary forms, and for an overview of the Harvard FCU Student Organization Accounts.
Please inform students that it will take at least five business days, after your office completes Step 2, for Harvard FCU to contact the students with their account access. For faster service, students can visit our Harvard Square branch.
4. Accessing Account Information
Organization Liaison Offices will be given view-only access to student’s online accounts. Through online banking, Offices can view transactions, check images, and pull reports.
If additional reporting is needed, please email studentorgs@harvardfcu.org.