Remove Ability to Manage Personal Information in Online Banking

These steps explain how to remove the ability for a member to manage personal information in online banking for one of their accounts.

• These steps apply to credit unions that offer their members the service of managing their personal information 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. On the Member Personal Banker pop-up, enter the member's account number.

3. Click the forward arrow.

   • You may need to click the forward arrow again to move past the Member Reminders pop-up.

4. Select Personal Internet Branch (enroll or change PIB settings).

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 screen.

7. Under the heading Feature/Transaction, uncheck the Manage personal information box.

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 settings.