Allow Member to View Cancelled Checks in Online Banking

These steps explain how to give a member the ability to view cancelled checks in online banking for one of his/her accounts.

  • These steps apply to credit unions that offer members the service of viewing cancelled checks in online banking.

  • In order to complete these steps, PIB must first be activated for your credit union. Please contact a CU*Answers client service representative for assistance with activating PIB for your credit union.

  1. Launch Tool #14 Member Personal Banker.

  2. Enter the member's account number in the Account Base field on the Member Personal Banker pop-up.

  3. Click the forward arrow.

  4. Click the Go! button beside Personal Internet Branch (enroll or change PIB settings) on the Member Personal Banker screen.

  5. Click the forward arrow to move past the Email Address Maintenance pop-up.

  6. Click the forward arrow again to move past the first Configure PIB Profile (Update) screen.

  7. Check the View cancelled checks box under the Feature/Transaction heading on the second Configure PIB Profile (Update) screen.

  8. Click the forward arrow.

  9. Click Apply & Send on the PIB Profile Confirmation - Update pop-up.

Learn More

Learn more about configuring PIB profiles.

Get detailed information about configuring PIB profiles.