Add A2A Monthly Transfer Limit for Online Banking

These steps explain how to limit the amount a member can transfer to other financial institutions in one month in online banking.

These steps apply to credit unions that allow members to make transfers to and from other financial institutions in online banking using the A2A (account to account) transfer service.
If you don't have this service configured for your members, the Just Turn It On service can help! Learn more.
In order to complete these steps, PIB must first be activated for your credit union. Please contact a Client Service Representative for assistance with activating PIB for your credit union.

Go to the Member Service (MNSERV) menu and select Member Personal Banker.
In the Account Base field, enter the member's account number and select Enter.
Check the box that reads Personal Internet Branch (enroll or change PIB settings) and select Enter.
Select Enter again to move past the Email Address Maintenance pop-up.
Select Enter again to move past the first Configure PIB Profile screen.
Under the Feature/Transaction heading, check the Manage Personal Information box.
Under the Feature Limits in Whole Dollar Amounts heading, in the last (fourth one down) Maximum Amount field, enter the dollar amount (i.e. 100 for a $100.00 restriction) to which you would like to limit transactions for one month and then select Enter.
Select Apply and Send (F5).

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