Ops Update- My Rewards Checking

Below are the steps when converting to a My Rewards Checking:

 

**Every My Rewards Checking comes with a Member Rewards Savings**

 

Once you are in the account→ Click Balances→ Click on the checking account→ Click on Codes/Flags/Miscellaneous then change the highlighted fields to the proper codes shown below:

 

Share Description

Share Type

Dividend Structure

Share Rate

Summary

Referral

MY REWARDS CHECKING

(ALL CAPS)

34

U

D

34/U/D

Your Name

 

 

How to open a Member Rewards saving account:

Member Services→ Services→ Share/Checking→ Select the type of new account to open→ MEMBER REWARDS (If they already have a suffix “006” there is also a suffix 036)

 

 

 

 

Last step: 

Go back to Balances→ Click on the My Rewards Checking→ Click on CU Defined→

Reward Date is todays date (the day the account was converted)

 

 


Adding a My Rewards Checking to an account: 

 

Member Services→ Services→ Share/Checking→ Select the type of new account to open→ MY REWARDS CHECKING

 

After the checking is opened you will need to go back to the balance screen, click on the checking account and finish spelling out “MY REWARDS CHECKING” in the share description field. 

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