Depending on how you use the search criteria, you may get different search results: If you search on the account number, the results will show the names of the primary and secondary members of that membership. When you search on first and last name of the person, your results will include accounts where that name is primary or secondary (joint, co-borrower, beneficiary, miscellaneous owner) on the account. If the person is primary, the results will also include names of people who are secondar  More...

In the new search engine, we use a special technique to handle last names that are hyphenated, or where there is a suffix after the name, such as Jr., Sr., II, III, and the like. Here's how it works: Since the search engine can look in so many places based on the Advanced Search settings, there is a behind-the-scenes work file used to organize the data. This work file contains separate fields for the name that's displayed on the screen and the name that's used for sorting. For the n  More...

Unless the number is associated with an ATM, debit, or credit card, the search results will not indicate which field includes the number.

There may be some rare instances when a secondary record does not appear in the listing. Look to see if the name appears as a non-member record. If the Joint/Additional Signer member or non-member information is incorrect in the ADSL or SECNAMES tables, the search results will not return that party as a Joint Owner/Misc Owner/Beneficiary/Additional Signer of another’s account. For example, if Mary Member was a member when she was added as a joint owner and then leaves the credit union  More...

Advanced Search, which can be accessed from both the main Xpress Teller Search and regular Member Inquiry search screens, allows you to narrow down your search to one or two fields, for example, online banking username or phone number. Use this when you get too many hits in your search results. The criteria you are entering might appear in more than one place on a member's account.

No. That option is only used to narrow down the result of a name search, so you can choose whether to include both individuals and organizations in the results, or just look at organizations or individuals separately. If you are searching for other data, such as a phone number or email address, etc., all membership types will be included. TIP: Remember that if you want to look for a DBA name, you must use the Other search field.