Member to Member

With member to member transfers, users can send money to a member of the same financial institution using their account number. For member to member transfers to a business, go to Member to Member Businesses.

To send money member to member: 

1. From the Transfer page on web or mobile, select Member to member.
   
   
2. On the page that appears, provide the following information:
   • From – Select the account that money will be transferred from.
   • To – Select the account that will be receiving the money. This is an account of another member at the same financial institution. If this is the first time transferring funds to another member, add them first. For instructions, go to Add a New Member.
   • Amount – Enter the amount of money that will be transferred to the member.
   • Memo (optional) – Enter a short description of the transfer.
     
     
3. After entering the required information on the Send money dialog, select Continue.
   
   
4. Review the transfer information and if everything looks correct, select Send money.
   
   A confirmation message appears when the transfer was sent successfully.

Add a New Member

To add a new member:

1. For web, from the Send Money dialog, select To, then select Add a new member.
   For mobile, from the Member to member screen, select To, then select Add a member.
   
   
2. Enter the following information for the new member:
   • First name – The member's first name.
   • Last name – The member's last name
     Note: To transfer to a business, go to Member to Member Businesses.
   • Account number – The member's Account number
   • Relationship to you – The member's relationship to you, for example, "Sister"
     After entering the member's information, select Add member.
     

Member to Member Businesses

If a customer would like to send money to a business via member to member transfer, they will need to contact your Support team. Your staff can then follow these steps:

1. Open the Admin Platform and go to Manage Users. In the Search for users field, enter the business account number provided by the customer, then select Search.
   
   
2. There may be one or more users in the search results. Select a row to open a user's profile. On the page that appears, locate the First Name and Last Name fields on the right sidebar, under User Information.
   
   
   
   1. If the First Name or Last Name fields are empty for all of the users associated with the business, you will need to locate the Account Holder. To do this, open the user profile and locate the Organization role on the right sidebar, which should show "Account Holder."
      
      
      
   2. Next, go into the core, and add a first and last name corresponding to that business account holder.
   3. To save the changes made from the core to Narmi's database, from Manage Users, select the cog wheel and choose the Update User action.
3. Once you find the obtain the first and last name for the business (or once you have added the first and last name for the Account Holder using the steps above,) have the user Add a New Member, and enter the first and last names exactly as shown in the Admin Platform.
   
   
4. Have the user proceed with the member to member transfer, and in the To field, select the new business member that was added.