Add Other Account One Time Transfer Limit for Online Banking

These steps explain how to limit the amount a member can transfer to other accounts within the credit union at one time in online banking.

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.
Use Enter.
Check the box that reads Personal Internet Branch (enroll or change PIB settings).
Use Enter.
Use Enter again to move past the Email Address Maintenance pop-up.
Use Enter again to move past the first Configure PIB Profile screen.
Under the Feature Limits in Whole Dollar Amounts heading, in the first Maximum Amount field, enter the transfer limit in whole dollars (i.e. 100 for a $100.00 limit).
Use Enter.
Select Apply and Send (F5).

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