Change Account-Suffix Description

These steps explain how to change the description of account suffixes.

  • The account-suffix description is used in places that list individual accounts such as Member Inquiry, Phone Operator, and It's Me 247 Online Banking. It is not used in places that list the product such as CU*BASE reports and rate-maintenance screens, which use the share-product description.

  1. Launch Tool #105 Account Suffix Configuration.

  2. Select Type on the first Account Number Configuration pop-up.

  3. Click the forward arrow.

  4. Enter the suffix range in the Account type From and to fields on the second Account Number Configuration pop-up.

    • To change the description of just one suffix as opposed to a range, enter the same suffix number in both the From and to fields.

  5. Click the forward arrow.

  6. Enter the new description in the Description field.

  7. Click the forward arrow.

Learn More

Learn more about account-suffix configuration.