Enroll Existing Member in Debit Card Round Up
These steps explain how to enroll an existing member in Debit Card Round Up.
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This is a service that rounds up a member's debit card purchases to the nearest dollar and deposits the change into a designated account.
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This service costs the credit union nothing. The round-up amount is withdrawn from the same member account as the purchase itself, in a batch transaction posted at the end of the day.
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Before enrolling the member in this service, you must first activate Debit Card Round Up for your credit union.
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Launch Tool #14 Member Personal Banker.
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Enter the member's account number.
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Click the forward arrow.
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Check the box labeled Debit card round up (enroll or change transfer account) on the Member Personal Banker screen.
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Click the forward arrow.
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Check the box labeled Activate debit card round up on the Set Up Debit Card Round Up Transfer pop-up.
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Enter the account base and suffix to which the member would like his round-up amounts transferred.
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Click Save.