Set A2A Monthly Transfer Limit

These steps explain how to limit the amount a member can transfer to other financial institutions in one month in online banking.

  • These steps apply to credit unions that allow members to make transfers to and from other financial institutions in online banking using the account-to-account(A2A) transfer service.

  • 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 base.

  3. Click the forward arrow.

  4. Check the box labeled 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 after verifying the information in the pop-up.

  7. Click the forward arrow again to move past the first Configure PIB Profile screen after verifying the information on this screen.

  8. Check the Manage personal information box under the Feature/Transaction heading on the second Configure PIB Profile screen.

  9. Enter the desired monthly transaction limit in the last Maximum Amount field under the Feature Limits in Whole Dollar Amounts heading.

    • For example, you would enter 100 for a $100.00 restriction.

  10. Click the forward arrow.

    • If the Transfer to other base accounts box was checked on the Configure PIB Profile screen, you'll see the Audio Response Transfer Control screen appear prior to seeing the pop-up referenced in the next step.

  11. Click Apply & Send on the PIB Profile Confirmation - Update pop-up.

Learn More

Get detailed information about configuring PIB profiles.

Learn more about configuring PIB profiles.