4/11 Q2 Reminders + Updates

Modified on Thu, Apr 18 at 9:17 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!

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