Q2 Co-Pilot Help Guides

Modified on Fri, Feb 9 at 9:39 AM

What is Q2 Co-Pilot?

  • Q2 Co-Pilot is a lightweight back office tool for branch employees to quickly and efferently assist customers with common online banking issues like password resets, locked accounts and secure access code troubleshooting.
  • A user can perform many level-1 support actions including: 
    • Reset passwords.
    • Unlock Logins.
    • Enable or disable Users and Logins.
    • View User and Login statuses.
    • View, add, and delete Secure Access Code (SAC) contacts.
    • Launch CSR Assist.
    • View details about an end user, such as the User, Customer, and Group they belong to.


  • If a customer requires support beyond what Co-Pilot offers all Branch Managers have User Management Access which allows for additional actions including adding and removing accounts, creating new usernames, updating contact info.
  • The digital banking team can also assist by email digitalbanking@firstmutualholding.com


Q2 has created several help guides for Co-Pilot which can be accessed below, if you need additional support or have questions email digitalbanking@firstmutualholding.com


Make sure to open the link in a new window in order to access properly.


Still have questions? Contact digitalbanking@firstmutualholding.com

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