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.
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These steps apply to credit unions that offer their members the service of managing their personal information in online banking.
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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/Transaction, uncheck the Manage personal information box.
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Click the forward arrow.
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Click Apply & Send on the PIB Profile Confirmation - UPDATE pop-up.