Financial Transactions

The Transactions tab lets you complete basic member and non-member financial transactions, such as closing a share a account, cross account transfers, deposits, withdrawals, and payments. To access the Deposits, Withdrawals, Payments, Transfers tab, under Financial Activity on the Portico Explorer Bar, click Financial Transactions. The Transactions tab appears on top. Locate the member using the search tool on the top menu bar. Select the down arrow to select the search method, then enter the search criteria. Select the green arrow or press ENTER to locate the member. On the Transactions tab, click the down arrow next to the first drop-down box to select the transaction:

• Deposits, Withdrawals, Payments, Transfers
• Single Deposit, Withdrawal, Payment or Loan Advance
  You can choose from the following options:
  • Click the Share Deposit option to complete a share deposit for the member.
  • Click the Share Withdrawal option to complete a share deposit for the member.
  • Click the Loan Payment option to process a loan payment for the member.
  • Click the Loan Advance option to complete a loan advance for the member.
• Share and Loan Transfers
• Money Orders
• Traveler's Checks and Miscellaneous Tracked Forms
• Bond Redemption
• Vendor Credit Card, Mortgage & Education Payments
• Close Share Account
• Certificates - Add-Ons and Surrenders
• Single Loan Payoff
• IRA Withdrawal to Beneficiary
• Teller Sales/General Ledger
• Miscellaneous Teller Disbursals
• Payments and Deposits for Multiple Members