A2A Account Relationships Listing

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A2A Transfer Account Relationship


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Access this screen by selecting Go! in front of "A2A account relationships (add, modify, or remove relationships)" on the Member Personal Banker screen.

just_turn_it_on.gifUse “Just Turn it On” and have CU*Answers Management Services drive the implementation of this feature from start to finish.  We’ll even do the work to get your Board, your management team, and your staff on board and ready to take over once the switch has been flipped.  Learn more in the Just Turn it On Brochure.

This screen lists the account relationships that the member has set up with the credit union so that he or she can make Account-to-Account (A2A) transfers. A2A transfers are transfers either to or from a member's account and an account at other financial institution. These relationships create the transfer control list which is used by credit union employees (in Phone Operator) or members (in It's Me 247) to make A2A transfers.

These relationships are set up so that no real financial information is shown in the transfer control list. This information, such as R&T numbers and account numbers are configured on the A2A Transfer Account Relationship Configuration screen, which is access either by using the Change or Display options (with an existing relationship) or by using Add (F6) (to create a new relationship).


Link to ID: https://help.cubase.org/cubase/cubase.htm#UA2AMBR-01.htm