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.
-
Launch Tool #14 Member Personal Banker.
-
Enter the member's account base.
-
Click the forward arrow.
-
Check the box labeled Personal Internet Branch (enroll or change PIB settings).
-
Click the forward arrow.
-
Click the forward arrow again to move past the Email Address Maintenance pop-up after verifying the information in the pop-up.
-
Click the forward arrow again to move past the first Configure PIB Profile screen after verifying the information on this screen.
-
Check the Manage personal information box under the Feature/Transaction heading on the second Configure PIB Profile screen.
-
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.
-
-
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.
-
-
Click Apply & Send on the PIB Profile Confirmation - Update pop-up.