Southwest Corporate's portal to the credit union's accounts, investments, balances and images, service management, and the ability to initiate all types of transactions.

 

TranZact's features are top notch. No one offers more - or easier access.

 

Accounts

• View balances and transaction history
• View current day settlement activity from third parties
• Initiate share-to-share, share to loan, loan to share transfers

 

Investments

• View interest rates on overnight accounts, share certificates, certificates of deposit, plus Market indicators such as Fed Funds, Prime, T-Bill rates
• View loan interest rates for a line of credit advance or term loan
• Purchase share certificates and query previously purchased certificates
• View securities in Safekeeping, including interest accrued and earned

 

Services

• Item Processing
• View / download deposit and funds availability reports
• View POD reports and check images
• Correct errors, enter returns, place stop payments
• Share Draft Processing
• Download current or previous-day posting file
• Upload return file
• View and print share draft images
• Card Services
• Order cards, update accounts
• Download posting file
• Upload ATM network positive balance file
• Corporate Checking
• View, download reports, make queries
• Manage Positive Pay
• Upload issue files
• View issued / reconciled reports and check images
• View exceptions
• ACH - view detail, research and initiate returns and NOCs
• Wire - initiate domestic and international wires, and Western Union transfers using multi-factor authentication for secure funds transfers
• Coin and Currency - place orders for coin & currency

 

Account/ Service Administration - view and maintain authorized representatives for your Southwest Corporate accounts and services

 

TranZact Administration

• Add/update/delete users and administrators; change passwords
• Set funds transfer/other access criteria and limits
• View user activity

 

To put this service to work for your credit union, email an Account Executive at contactus@swcorp.org or call 800.442.5763.