Viewing Account History

Portico lets you review...

• Financial Transaction History
• Consolidated Financial History
• Check Cashing History
• Credit Card Transaction History
• Non-Financial History
• ACH Exception/Return History
• Share Draft Exception/Return History
• Debit Card Hold History
• Self Service Transaction History
• Account Analysis History
• Safe Deposit Box Event History
• Safe Deposit Box Payment History
• Notice History
• Contact History (if your credit union uses Contact Manager)
• Cross Sell History (if your credit union uses Cross Sell and Tracking

To access member history, you must be part of the Teller - Basic, Teller - Advanced, or Member Services - User security group, or add the MbrInfo - History - User Can Access Member History permission to your credit union-defined security group.

The following security groups and permissions support access to the Member Services menu.

Permissions	Security Groups
Portico - Explorer Member Services Menu Option Does not determine if Member Services menu appears on explorer bar	Portico - All Functions – View Only Portico – Explorer Navigation Portico - User
Portico - Explorer History & Reversals Menu Option Determines if Member Services menu with History & Reversals option appears on explorer bar	Portico - All Functions – View Only Portico – Explorer Navigation Portico - User