Attached Accounts

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UPANCARD-07

Attached Accounts

3358


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Access this screen by selecting a card and "Accounts" on the ATM/Debit Account Maintenance-Accounts screen (or by selecting Accounts (F13) from the ATM/Debit Card Maintenance-Card screen or Card PIN Order screen).

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to complete tasks related to ATM/debit/credit cards.

Screen Overview

The first account listed on this screen is the Relationship account. This account is used for Tiered Services and Marketing Club features. The Funding account is the primary account that the ATM or Debit card will use when performing Signature based and Non-Pinned POS transactions. The accounts in the three lower sections provide funds for the card.

1.   Enter any additional accounts that the cards are allowed to access when performing transactions in the area below. There are areas for savings, checking and line of credit accounts. Also be sure to enter the Funding account again in either the Savings or Checking account areas. It is required that at minimum this account be entered in this area of the screen.

2.   When you are finished entering funding accounts, use Update (F5) to return to the card order screen.

Refer to Question: My member is the primary account holder and wants to get a brand new ATM/Debit Card. How do I order him or her a card? in the Daily Maintenance of ATM and Debit Cards manual..

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UPANCARD-07.htm