Setting Up Overdraft Protection Accounts (3)

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Member Overdraft Protection


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This third screen follows the second screen and lets you specify up to four accounts to be used as overdraft protection for the account chosen on the previous screen.

Check out the video related to this topic: Opening Sub-Accounts (More videos below!)

Helpful Resources

Why did my member get charged a fee?

Visit Show Me the Steps for easy instructions on how to use CU*BASE to complete tasks related to overdraft protection.

Screen Overview

If funds are needed, they will be taken from the first account in the sequence. If funds are not available in that account, the system looks in the next account number in the sequence, and so on, using up to four (4) accounts according to credit union policy.

Enter up to four valid account base numbers and account type suffixes (can use different base accounts if necessary). Confirm the names are correct and use Update (F5) to save the additions or changes. You will be returned to the previous screen and may edit a different account.

Additional Video Resources

Check out these additional video resources!

View more videos related to opening memberships/accounts.

Browse all CU*BASE to view more videos!


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