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Account Access Help

Frequently Asked Questions

Below are a few of the frequently asked questions regarding online account access.  Click on the question to see the answer.

 

What activities can I do?
What can I see on account inquiries?
What kinds of transfers can I make?
Do transfers always occur on the day or date I designate?
How far in advance can I set up a transfer?
What kinds of accounts allow transfer activity?
Why do I get a confirmation number when I make a transfer?
Do I have to re-enter transfers each month?
Is there a cutoff time for me to delete or change a transfer?
Is there a way to see previous transfers?
How will I know if an automatic transfer instruction has expired?

 


 
Q. What activities can I do?
A. You can perform account inquiries (including balances and additional information), view account history and transfer funds between accounts. All of your available options are listed on the left or top menus.
 
 
Q. What can I see on account inquiries?
A. You can see your current balance, as well as some general information. This information varies depending on the type of accounts you have.  You may see the maturity date of a CD or the interest rate of a savings account.
 
 
Q. What kinds of transfers can I make?
A. Three kinds of transfers are available:

Immediate - A transfer that is attempted immediately.

One-time - A transfer that is made on the date you specify.

Automatic - A recurring transfer that occurs at your specified frequency as many times as you indicate.
 

 
Q. Do transfers always occur on the day or date I designate?
A. One-time transfers always occur on the date you designate. Recurring transfers are scheduled transfers set up to happen on the same day or date each month (for example: each 15th).  If one of these recurring dates falls on a non-business day (such as a weekend or Federal holiday), the transfer is processed on the preceding business day.
 
 
Q. How far in advance can I set up a transfer?
A. You may set up a one-time or automatic transfer as much as 18 months in advance.
 
 
Q. What kinds of accounts allow transfer activity?
A. Allowed transfers may vary based on the rules for your account types.  Some transfers are not allowed, such as a transfer to or from a CD.
 
 
Q. Why do I get a confirmation number when I make a transfer?
A. Confirmation numbers are provided for all confirmed or modified transfers.  This is your assurance that a transfer will be processed.  It is also a reference number that can be used for requesting research.
 
 
Q. Do I have to re-enter transfers each month?
A. You can set up automatic transfers of the same amount so you do not have to re-enter them each month.
 
 
Q. Is there a cutoff time for me to delete or change a transfer?
A. You can review, change or cancel a transfer at any time. If the transfer is scheduled for the current day, the change or cancellation must be done before daily settlement time (2PM Eastern Time). The system displays an error message if you attempt to modify a transfer after this deadline has passed.
 
 
Q. Is there a way to see previous transfers?
A. Transfer history is retained for 18 months. You may search for past transfers by using one or a combination of the following:

                        To or From account number
                        Transfer Date
                        Transfer Amount
                        Confirmation Number
 

 
Q. How will I know if an automatic transfer instruction has expired?
A. You will receive a Final Transfer secure message notifying you that the last scheduled transfer has been processed. You can reschedule your transfer if you wish to continue it.

 

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Shared Resources Credit Union

2102 East Pasadena Freeway

Pasadena, Texas  77506

Phone: (713) 473-9244

Toll-Free: (888) 450-7328

Fax: (713) 475-1031

TellerNet: (800) 598-8968

Report Stolen/Lost VISA Card

1-800-442-4757

Answered 24 hours a day

SRCU Routing Number

3130-8729-9

The Shared Resources Credit Union web site is connected to third party websites. The links are for informational purposes only and not an endorsement of those products or services. Third party websites accessed by links are not part of the credit union or its website. Be sure you know your privacy rights when offering information to those sites. This website may be used for authorized purposes only. Unauthorized access or use is not permitted and constitutes a crime punishable by law.

 

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COMPLAINT NOTIFICATION: This credit union is incorporated under the laws of the State of Texas and under state law is subject to regulatory oversight by the Texas Credit Union Department. Any member wishing to file a complaint against the credit union should contact the Texas Credit Union Department through one of the means indicated below: In person or by U.S. Mail: 914 East Anderson Lane, Austin, TX 78752-1699, Telephone Number: (512) 837-9236, Fax: (512) 832-0278, E-Mail: complaints@tcud.state.us, Web site: www.tcud.state.tx.us