How To Add Member
to Member Codes

Account Management

This document covers how to set up and use the Member to Member (M2M) on your mobile device after you have been provided a code from another TCU account holder. M2M codes allow you to grant other TCU members the ability to send you funds without having to give them your account information.

  1. Navigate to the Transfer tab.
    Transfer screen, add member to member code, account management, digital banking, Travis CU
  2. Under the Transfer pane, select Member to Member Accounts.

Add Account

In this step you will add the account and create an Account Nickname. An Account Nickname helps distinguish the member you are making a connection to. The Nickname you create will only be visible to you.

  1. Go to the Add Account tab.
  2. Enter the Code that was created in the M2M Code field.
  3. Enter an Account Nickname.
  4. Click Add Account.
    Member to member accounts screen, add member to member code, account management, digital banking, Travis CU

Manage

In this step you will see how to transfer to an M2M account. You can also edit the Account Nickname, reset passwords, and delete accounts from the Manage tab.

  1. Navigate to the Manage tab.
  2. Click on the Account to which you wish to perform a transfer.
  3. Click Transfer To.
    Account nickname, add member to member code, account management, digital banking, Travis CU
  4. On the New Transfer screen, the M2M account is preselected as the Transfer To account.
  5. Using the drop down select which account you wish to Transfer From.
    New transfer, add member to member code, account management, digital banking, Travis CU
  6. Enter the Amount.
    Enter the amount, add member to member code, account management, digital banking, Travis CU
  7. Use the Occurs dropdown menu to select the frequency of the transfer. Options include; Now, One time, Weekly, Every two weeks, Monthly, Quarterly, Annual.
    Schedule occurrence, , add member to member code, account management, digital banking, Travis CU
  8. Set When you would like the transfer schedule to end.
    Ending transfer, add member to member code, account management, digital banking, Travis CU
    Note: If you selected Now you will not see this option and the transfer will occur once it is submitted.
  9. You can enter a Memo.
    Memo text box, add member to member code, account management, digital banking, Travis CU
  10. Select Review.
  11. If no edits need to be made, click Confirm.

Result: You have successfully transferred money between TCU accounts.

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