4/11 Q2 Reminders + Updates

Modified on Thu, 18 Apr 2024 at 09:17 AM

Hi All,

 

An early and lighter update email this week!

 

Reminders

 

  • External Transfer Limits
    • As a reminder we do not have a process in place to allow for external transfer limit increases so when working with customers do not offer that as an option.
    • We are in the beginning stages of exploring a process, but we do not have anything in place yet.
  • Link Account vs External Transfer
    • If you customers are using the “Link Account” button on the home page that is linking their account for Personal Finance Manager (Financial Tools) NOT External Transfer
    • They will still need to go to Transfers & Payments à Manage External Accounts and add their account there in order to transfer to that account

 

Coming Soon

  • A refresher training series will be coming soon, we are just starting to plan out 

 

 

Have a question? Check our FAQ on the Intranet or email digitalbanking@firstmutualholding.com

 

Submit an issue using this form, make sure to providea full description of the customers issue.

 

Thanks!

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article