Add Within Account One Time Transfer Limit for Online Banking

These steps explain how to limit the amount a member can transfer within his/her own account at one time in online banking.

 

  1. Go to the Member Service (MNSERV) menu and select Member Personal Banker.
  2. In the Account Base field, enter the member's account number.
  3. Use Enter.
  4. Check the box that reads Personal Internet Branch (enroll or change PIB settings).
  5. Use Enter.
  6. Use Enter again to move past the Email Address Maintenance pop-up.
  7. Use Enter again to move past the first Configure PIB Profile screen.
  8. Under the Feature Limits in Whole Dollar Amounts heading, in the second Maximum Amount field, enter the dollar amount (i.e. 100 for a $100.00 transfer limit) to which you'd like to limit transfers within the member's base account.
  9. Use Enter.
  10. Select Apply and Send (F5).

Additional Resources

Related Topics: Personal Internet Branch (PIB)

Refer to CU*BASE online help for more information about configuring members' PIB profiles.

Refer to "It's Me 247 Personal Internet Branch" user guide for more information about configuring PIB settings.

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