Starting with the 16.10 release, you can schedule recurring Automated Funds Transfers to and from accounts that are configured with the CU*BASE Account to Account (A2A) feature.  

Activation of the recurring A2A AFT feature is required.  Incoming and outgoing AFTs are activated separately.  Once the feature is activated, both employees and members can create recurring AFTs with an account that has an A2A relationship.  Refer to the help topic below for more information on activation.

While on the AFT screen, enter the account number and use Enter to reveal conditional buttons that allow you to set up these recurring AFTs.  Members can use the Transfer Wizard to schedule recurring AFT transfers with accounts via A2A as well. 
  • Refer to the help topic below for more information about revealing these buttons in CU*BASE.
  • Refer to the booklet below for directions for setting up these AFTs in CU*BASE and It’s Me 247.
  • Refer to the Answer Book items linked to below for more information.
This change was implemented with the 16.10 release that was implemented to online clients on October 23, 2016.