Selecting a Joint Member
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The Joint Member dialog box lets you select a joint member's name if they are servicing a joint member on the account. The system will only display the accounts the joint member is allowed to access and print the joint member's name on the receipt. To protect guest members from unauthorized account transactions, Portico will only transmit joint owners to Acquirer credit unions under the following conditions:
- The individual(s) is a joint owner on a share, loan, or certificate on Portico.
- The individual(s) is listed on the Account Relationships dialog box with a Relationship Indicator of A-Authorized Signer, J-Joint, T-Trustee or E-Executor of Estate.
To select a joint member, click Joint Info to on the Transaction tab display the Joint Member dialog box.
The Joint Member Information grid displays the following information:
| Column Heading | Description |
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Seq |
The sequence number of the joint member. |
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Joint Name |
The name of the joint member. |
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Joint Accounts |
The accounts that the joint member can access. |
| Joint SSN |
The joint member's SSN. Portico masks taxpayer ID numbers using asterisks followed by the last 4 digits of the number. If the joint SSN is not included in the transmission from the SSC network, the Joint SSN column will be blank. |
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Portico partially masks taxpayer ID numbers. Click the icon button to display a pop up window containing the taxpayer ID number. No special security permissions are required to view the taxpayer ID number for a guest member. To view the taxpayer ID number for a member of your credit union, you must be assigned to the Portico – User Can View/Maintain TIN security group or a credit union-defined security group with the Portico – User Can View TIN permission or the Portico – User Can Maintain TIN permission. |
Select the check box next to the joint member you are servicing and click OK to print the correct name on the receipt and have the proper name display on the Transaction tab. All the accounts the joint member has access to will be listed on the Transaction tab.
Click More to view additional joint members.
Click Cancel to close the dialog box without selecting a joint member.