View Secured-Funds Holds

These steps explain how to view a member's current and previous secured-funds holds.

  • Secured funds signify the dollar amount of transactions that are coming into the member’s account.

  • On the Misc. Secured Funds History Inquiry screen at which you arrive after following the steps below, you can research a hold that may no longer be in place, but which may have affected the balance of a previous transaction.

  1. Launch the Member Inquiry tool by clicking the magnifying glass icon in the top right corner of your home screen.

  2. Enter the member's account number.  

  3. Click the forward arrow.

    • You may need to click the forward arrow again to move past the Member Account Comments pop-up.

  4. Select a sub-account from the list.

  5. Click Select.

  6. Click Secured Funds on the Member Account Inquiry screen to view a detailed list of current secured-funds holds.

    • This button is not available for loan accounts.

  7. Click Secured Funds History on the Secured Funds Information screen.