Remove Limit for One-Time Transfers to Another Account

These steps explain how to remove a one-time transfer limit (that was previously set up by your credit union) so that the member is not limited as to how much he/she can transfer to other accounts in the credit union at one time.

  • 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. Enter the member's account number on the Member Personal Banker pop-up.

  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. Enter nine 9s in the first Maximum Amount field under the heading Feature Limits in Whole Dollars.

  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.