Add or Change A2A Daily Transfer Limit for Online Banking
These steps explain how
to limit
the amount a member can transfer to other financial institutions in one
day 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.
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.
- You may need to use Enter again to move past any reminder screens
that may pop-up.
- 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/Transaction
heading, check the Manage Personal
Information box.
- Under the Feature Limits in Whole
Dollar Amounts heading, in the third (per day) Maximum
Amount field, enter the dollar amount (i.e. 100 for a $100.00
restriction) to which you would like to limit daily transactions.
- Use Enter.
- 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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