Remove A2A Monthly Transfer Limit for Online Banking
These steps explain how to remove an account-to-account (A2A) monthly transfer limit that was previously set up by your credit union so that the member is not limited as to how much they can transfer to other financial institutions in one month.
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These steps apply to credit unions that allow members to make transfers to and from other financial institutions in online banking using the A2A transfer service.
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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.
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Launch Tool #14 Member Personal Banker.
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On the Member Personal Banker pop-up, enter the member's account number.
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Click the forward arrow.
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You may need to click the forward arrow again to move past the Member Reminders pop-up.
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Check the box that reads Personal Internet Branch (enroll or change PIB settings).
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Click the forward arrow.
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Click the forward arrow again to move past the Email Address Maintenance pop-up.
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Click the forward arrow again to move past the first Configure PIB Profile screen.
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Under the heading Feature Limits in Whole Dollars, in the last Maximum Amount field, enter nine 9s.
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If your credit union has configured a monthly A2A limit, placing all nines here does not override this limit. The limit that is lower, be it the credit union's configured A2A transfer limit or the member's PIB security limit, will be the transfer limit used.
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Click the forward arrow.
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Click Apply & Send on the PIB Profile Confirmation - UPDATE pop-up.