View Secured Funds/Pledged Funds

Use these directions to view the secured fund holds (such as pledged funds) for a member, or to review a history of previous secured funds holds for a member.

 

  1. Use Inquiry (F1) from any main menu.  

  2. Enter the member's account number and press Enter.

  3. Press Enter to move past the Comments screen and other pop-up screens that may appear.

  4. Select a sub-account and then press Select.

  5. For loans accounts, view the secured funds in the “Secured funds” field. This is the dollar amount of the transactions that are coming into the member’s account.

  6. Use Secured (F15) to view a detailed listing of current secured funds holds.

  7. On the Secured Share Information Inquiry screen, use Sec Funds History (F18) to view a history of all uncollected funds holds.

  8. On the Misc. Secured Funds History Inquiry screen, you can research a hold that may no longer be in place, but which may have affected the balance during a previous transaction.

Additional Resources

Related Topics: Holds (Secured/Uncollected)

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