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User Guide

Overview

Users visiting Access NCUA can:

  • Create an account.
  • Update account information.
  • Delete their account.
  • View public events (without logging in).
  • Use the search feature.
  • Register for events and event sessions.
  • Sign up for general NCUA emails (through GovDelivery) when creating an account.
  • Sign up for event specific emails/notifications (sent through GovDelivery) when registering for an event.
  • View and manage event and event session registrations.
  • Download content for events and/or event sessions that are either open to the public or they are registered for.
  • Attend events and/or event sessions that are open to the public or that they are registered for.

Events and event sessions are categorized as being:

  • Open to the public.
    • Users can view the page and content without being logged in.
  • Requires a registration.
    • The page cannot be viewed by a user without being logged in.
    • Note, that some registrations require approvals from the Event Manager and content may not be immediately viewable/accessible, even after you have registered.

All events have a landing page with basic information regarding an event.

Some events may have subpages (linked from the sub navigation at the top of the page), such as agendas and speaker pages. These pages contain supplemental information related to the event. Check back often as content is being updated!

Getting Started

Creating an Account

Users can view content on Access NCUA in two ways:

  • Logged in, and
  • Not logged in.

Note, that viewable content in the “not logged in” state is limited to pages that have been made public.

It is recommended that users create an account so that that they can register for and view additional events and content.

To create an account:

  1. Navigate to access.ncua.gov. The Access NCUA page loads.
  2. Click on the Create your account now link (located towards the bottom of the page). The Create new account page loads.
  3. Fill in the required fields.
  4. Click the Create new account button. The Access NCUA page loads with a message at the top stating “A welcome message with further instructions has been sent to your email address.”
  5. Follow the instructions provided in the email from Access NCUA; click on the link in the email or copy the link into the browser.
  6. The Set password page loads. Click the Log in button.
  7. Your account page loads, with your associated email address located at the top.
  8. Scroll to the bottom of the page and enter your new password. Passwords must be a minimum of 8 characters long.
  9. Scroll to the bottom of the page hit the Save button. The message “the changes have been made.” appears at the top of the page.
Screenshot of the "Log in to Your account" page on Access NCUA with the "Create your account now" link highlighted.

 

Screenshot of the "Log in to Your Account" page on Access NCUA with the message "A welcome message with further instructions has been sent to your email address highlighted"

Once your password has been updated, you will be able to log into Access NCUA using your email address and password.

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Logging Into Access NCUA

To log into the Access NCUA:

  1. Navigate to http://access.ncua.gov/user, or click the Log In button located in the top, right side of the Access NCUA page.
  2. Enter your username and password and click the Log In button.
  3. A one-time security-code will be emailed to you.
  4. Enter the security-code (note, this code will expire after 60 minutes).

The page will refresh with the message “One-time security code verified”.

Note, if you forget your password, click on the Forgot Password? Link at the bottom of the page.

Screenshot of the Access NCUA login page with the "Forgot Password" link highlighted.Close and return to top

My Account

Individual account information can be accessed from your account page. From this page you can:

  • log out of the system, 
  • edit your information, 
  • update your password, or 
  • cancel your account. 

Updating Your Account Information

To update/edit your account information:

  1. Ensure you are logged into the system. 
  2. To log in, click on the Log in button located in the upper-right corner of the menu.
  3. In the upper-right corner of the page click on the account icon (this is the icon of the person).
  4. Your account page loads, with your associated email address located at the top.
  5. Once changes have been made, scroll to the bottom of the page and click the Save button.
  6. The message “The changes have been saved.” Displays at the top of the page.
Screenshot of menu bar with login button and user account icons highlighted.Screenshot of the user account page.Screenshot of the account page with the message "The changes have been saved.Close and return to top

Logging Out of Your Account

To log out of the system, go to your account page and click on the Log out button located in the upper-left side of the page below your email address.

Screenshot of the account page with the "Log out" button highlighted.

A page loads with the message: “Are you sure you want to log out?” Click the Log out button.

Screenshot of message asking "Are you sure you want to log out?". The Log out button is below, on the left, and a link the says "Cancel" is on the right.Close and return to top

Canceling Your Account

You may cancel your account at any time. 

  1. Scroll to the bottom of the account page.
  2. Click on the Cancel account link.
  3. A page loads with message: “Are you sure you want to cancel your account?”.
  4. Click the Confirm button.
  5. The My Content page loads with the message “A confirmation request to cancel your account has been sent to your email address.” at the top of the page.
  6. Follow the instructions in the email sent to your account. Click on the link in the email or copy the link into the browser.
  7. A page loads with the message confirming the account has been deleted.

Screenshot of the account page with the "Cancel Account" link highlighted.

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My Content

The My Content page contains a list events and event sessions that you have registered for.

From this page you can:

  • View upcoming events and event sessions you have registered for.
  • Edit event or event session registrations.
  • View past events you had registered for.

Screenshot of the My Content page.

Finding an Event or an Event Session

You can find an event by visit the NCUA Events Calendar (note, the link is in the menu at the top of the Access NCUA page.) or by using the search feature in Access NCUA.

To use the search feature to find an event or an event session:

  1. Click on the Search icon, located in the upper-right corner of the menu. The Search page loads.
  2. Enter terms in the Keywords field and/or use the Date To and Date From pickers. Sort by using the Type and Order dropdown menus. Click the Apply button.
  3. The Search Results appear at the bottom of the page. To view an event or an event session, click on the event name.
Screenshot of  search page.

Registering for an Event and Event Sessions

Registering if you are logged in to Access NCUA

  1. Navigate to the event or session page. 
  2. In the Register form, check the box to agree to have your email added to the event-specific mailing list. 
  3. Review the NCUA’s Privacy Act Statement, then click the Next button. 
  4. Step 2 of 2 appears. If the event:
    • does not contain breakout sessions, click the Register button to register for the event and all associated sessions. 
    • contains breakout sessions, from the options presented, make your selections then click the Register  button to register for the event and selected sessions. Note, a radio button for a group of sessions indicates you may only select ONE session from the group. A checkbox indicates you can register for multiple sessions without restriction.
  5. The message “You've registered for 'Event Name’! If you change your mind, you may unregister in your account profile” displays.
  6. You are now registered for the event. The event (and selected sessions) are be listed on the My Content page under Event Registrations, you are added to the event-specific mailing list, and a confirmation will be sent to your email address.

Screenshots of page 1 and page 2 of the registration for an event .

Note: If you do not make selections for sessions and/or breakout sessions on the event registration page, you will be registered for the event, and will receive event related emails. However, you will not be registered for sessions. To register for sessions, you will need to visit the session page (use the search feature or visit the event Agenda page) and click the Register button located at the bottom of the page.

If the event requires Event Manager approval, you will need to wait for approval to access the full event page and content. To review events pending approval:

  1. Navigate to your account page. 

  2. Scroll to the bottom of the page. 

  3. Under the Current Registered Events section, all the events you are registered for are listed. Those awaiting approval will show “[Pending Approval]”.
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Registering if you are not logged in to Access NCUA

  1. Navigate to the event or session page or use the search feature. 
  2. You will be prompted to login or to create an account. 
  3. In the Register form, complete all the required fields.
  4. Check the required boxes for I agree to have my email added to the event-specific mailing list and Photo Release Opt-In
  5. Review the NCUA’s Privacy Act Statement, then click the Next button. 
  6. Step 2 of 2 appears. If the event:
    • does not contain breakout sessions, click the Register button to register for the event and all associated sessions. 
    • contains breakout sessions, from the options presented, make your selections, then click the Register button to register for the event and selected sessions. Note, a radio button for a group of sessions indicates you may only select ONE session from the group. A checkbox indicates you can register for multiple sessions without restriction.
  7. The message “You've registered for 'Event Name’! If you change your mind, you may unregister in your account profile” displays.
  8. You are now registered for the event. The event (and selected sessions) are be listed on the My Content page under Event Registrations, you are added to the event-specific mailing list, and a confirmation will be sent to your email address.
Screenshot of the two step registration process for a user that does not have an account.

Note: If you do not make selections for sessions and/or breakout sessions on the event registration page, you will be registered for the event, and will receive event related emails. However, you will not be registered for sessions. To register for sessions, you will need to visit the session page (use the search feature or visit the event Agenda page) and click the Register button located at the bottom of the page.

If the event requires Event Manager approval, you will need to wait for approval to access the full event page and content. To review events pending approval:

  1. Go to your account page. 
  2. Scroll to the bottom of the page. 
  3. Under the Current Registered Events section, all the events you are registered for are listed. Those awaiting approval will show “[Pending Approval]”.
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Unregistering From an Event or an Event Session

You can unregister from an event at any time from an event from the:

  • My Content page, or
  • Your account page.

To unregister for an event or an event session from the My Content page:

  1. Locate the event or the event session.
  2. Click the Edit Registration button. The account page appears.
  3. Uncheck the box next to the event* or the event session you wish to unregister for. 
  4. Scroll to the bottom of the page and click the Save button. The My Content page loads with the messages "The changes have been saved" and "Successfully unregistered from event(s)".
  5.  Under Event Registrations, the event or the event session has been removed.

* Note, while you can unregister for an event session and remain registered for the main event, unregistering for a main event will also unregister you from all associated event sessions.

Screenshot of My Content page with the Edit Registration link highlighted.Screenshot of My Account page with the registered event and checkbox highlighted.

To unregister for an event or an event session from your account page, follow step 3-5 above.

Attending a Virtual Event or Event Session

To attend a virtual event or event session, on the date/time of the event or event session:

  1. Navigate to the My Content page.
  2. Locate the event or event session and click the link. The event or event session page loads.

Or

  1. Navigate to the main event page.
  2. If there are subpages, click on the Agenda link. The Agenda page loads.
  3. Locate the session. Click the Enter Session button. The event session page loads. 

Five minutes prior to the event or the event session start, the webinar will appear on the page automatically (without the need to refresh the screen).