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. Check the box that reads Personal Internet Branch (enroll or change PIB settings).

  5. Click the forward arrow.

  6. Click the forward arrow again to move past the Email Address Maintenance pop-up.

  7. Click the forward arrow again to move past the first Configure PIB Profile screen.

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

  9. Click the forward arrow.

  10. 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.