Allow Member to Manage Personal Information in Online Banking

These steps explain how to give a member the ability to manage personal information in online banking for one of his/her accounts if this feature has been turned off in PIB already. These steps apply to credit unions that offer their members the service of managing their personal information 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.

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/Transaction heading, check the Manage Personal Information box.
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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