Audio / Online Banking Transfer Control

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Screen Title: 

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UARUTC-02

Audio Response Transfer Control

6572


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Access this screen by entering an account on the previous screen and pressing Enter or by selecting "Online Banking/ARU Transfer Control (update or add transfer accounts on the initial Member Personal Banker screen.

Get the member's perspective with this online banking video: Transferring Money (More videos below!)

Screen Overview

This feature can be used only if your credit union has elected to activate both the “Inter-member Transfers” and “Use Transfer Control” features in ARU/Online Banking Configuration.

These screens are used to control to whom a member can transfer using online banking. This also controls to whom a member can transfer funds in Mobile Web Banking.

This first screen allows you to list the accounts that the base member is allowed to transfer TO. These are limited to 12 memberships, however, unlimited sub-accounts are able to be selected per membership.

How to Use This Screen

To ADD a membership, use Add (F6) to move to the next screen to select the membership and which sub-accounts are available for transfer.

To EDIT an existing entry, highlight the member name and select the Edit function to move to the next screen and update which sub-accounts are available for transfer.

To DELETE an existing entry, highlight the member name and select the Delete function. You will receive a confirmation window, at which point you will select Delete again.

To VIEW an existing entry, highlight the member name and select the View function. You will move to a view-only version of the next screen and will not be able to make any changes.

Additional Video Resources

View more member-facing online banking videos.

Visit the Show Me the Steps video library to view more videos!

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UARUTC-02.htm