Set Limit for One-Time Transfers to Another Account
These steps explain how to limit the amount a member can transfer to other accounts within the credit union at one time 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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Enter the member's account number in the Account Base field.
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Click the forward arrow.
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You may need to click the forward arrow again to move past any reminder screens that may pop-up.
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Check the box labeled 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 after verifying the member's email address.
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Click the forward arrow again to move past the first Configure PIB Profile screen after verifying the information on this screen.
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Enter the transfer limit in the first Maximum Amount field under the Feature Limits in Whole Dollars heading on the second Configure PIB Profile screen.
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Enter the limit in whole dollars (i.e. 100 for a $100.00 limit).
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Click the forward arrow.
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Click Apply & Send.