NCUA Secure File Transfer User Guide for Credit Unions

Purpose

This manual provides systematic instructions to access and use NCUA’s Secure File Transfer Portal. The Secure File Transfer Portal is a protected workspace where NCUA staff and partners can share large or sensitive files. If you have questions or issues accessing the portal, please contact NCUA’s OneStop using one of the contact methods in the table below.

NCUA OneStop Hours

NCUA OneStop Hours
Day Hours Contact
Monday – Thursday 7:00AM – 8:00PM Eastern 703.518.6450 or 1.800.827.3255
Friday 7:00AM – 6:00PM Eastern onestop@ncua.gov
Saturday – Sunday Closed onestop@ncua.gov

Logging into the Secure File Transfer Portal

Once an NCUA examiner or a state supervisory authority examiner shares a folder with you, go to your inbox to access the email notification containing the invitation to join the workspace in SFTP.

STEP 1: Click on Link to Access the Portal

Click on the View Folder link in the email to access the Secure File Transfer Portal and upload or download documents.

Login Access Portal

STEP 2: Create Password

If it is your first time logging into the Secure File Transfer Portal, or you have not logged in within the last 30 days, you will be taken to the login page shown below to establish an account.

NOTE: Passwords are required to have blank alpha-numeric characters. Special characters are required/allowed. Passwords will need to conform to the requirements below:

  • The previous six passwords cannot be reused
  • Must be at least 12 characters
  • Must contain: Uppercase, Lowercase, Numeric, Special character
  • Cannot have 3 or more repeating characters
  • Cannot have 5 or more characters from the user name.

Create a password and click Create Account & Join Workforce.

NOTE: Your account will expire after 60 days of inactivity. For any other account related issues, please contact NCUA OneStop at 1.800.827.3255 or onestop@ncua.gov.

Login Create Password

You will see the following confirmation screen.

Login Confirmation

STEP 3: Verify Account and Log In

You will receive a verification email, as shown below. Click on Verify Account.

Login Verify

You will be redirected to the following log in screen. Enter your username (email address) and the password you just created and click Log In.

Login Screen

Once you have successfully accessed the Secure File Transfer Portal you should see the following screen.

Login Dashboard

Uploading Files

STEP 1: Uploading

To begin uploading files into the folder, click on your new folder in the left pane.

Upload New Folder

Click the File Upload icon. Alternatively, you can drag and drop a file to the upload location.

Upload File

TIP: Create and upload a zip file if you are uploading multiple files.

STEP 2: Select File(s) to Upload

Your personal documents folder will open so that you can find and choose the file(s) you would like to upload. Select your file(s) and click Open.

Upload Selected Files

You will see your selected file appear in your recently created folder. Repeat this process to upload other files as needed.

Upload Confirm

Downloading Files

Click on the folder that contains the file that you are trying to retrieve.

TIP: You cannot download folders only individual files.

STEP 1: Select the File(s) to Download

After you have selected the folder that contains the file that you are trying to retrieve, select the file that you would like to download by clicking on the box to the left of the file.

Download Select Files

STEP 2: Download File

Next, click on the Download Files icon to download the file. Depending on the browser you are using, you will be prompted to open or save the file to your computer.

Download Files

TIP: You may change your browser setting so you are not asked for confirmation for every file downloaded.

Managing Files

The Secure File Transfer Portal is intended for file transfers only, and is not intended as a long-term file storage location. The system will delete any files in the system after 75 days from the upload. You can manage your files by downloading them from the system prior to the 75-day expiration.

Last modified on
07/06/20