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.

  • 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 in the Account Base field.

  3. Click the forward arrow.

    • You may need to click the forward arrow again to move past any reminder screens that may pop-up.

  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 member's email address.

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

  8. 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.

    • Enter the limit in whole dollars (i.e. 100 for a $100.00 limit).

  9. Click the forward arrow.

  10. Click Apply & Send.

Learn More

Get detailed information about configuring PIB settings.

Learn more about configuring PIB profiles.