Member Search

You can search for personal and business members by many different criteria. This topic shows you how to:

• search for personal and business members.
• find a member's member number and membership numbers.
• display the Member Overview for a member.

Navigation

• In the menu, click Member Search.

To search for a member

1. In the Find Member pane, specify one or more of these values:

Member Number	6-digit member number.
Name	Type one of: Last name Trade name (Doing Business As or DBA name) Legal business name Trust name.
First Name	Member's first name (personal members only). Type this together with the last Name to narrow the search results.
SIN	9-digit Social Insurance Number, with no spaces.
Birth Date	Date of birth or incorporation date. Select the date from the calendar, or type it in the numeric format yyyymmdd. For example, 19650531. T24 validates the date and then changes the date's displayed format.
Phone Number	Home, business, or cell phone number, in the format xxxxxxxxxx.
Postal Code	Postal code, in the format A1A 1A1.
BC Driver's License	7-digit BC Driver's License number.
PAN	The last 10 digits of the member card number.
Membership Number	6-digit membership number.
Account	6-digit legacy account number.
Alternate Account	6-digit secondary legacy account number.
Branch	2-digit branch number.
Loan	1- or 2-digit loan number.

2. Click Find.

T24 displays a list of members that meet the criteria you specified. The member number is displayed in the Member column. The membership number is displayed in the Membership column.

3. Scroll through the list until you see the member you want.
4. Scroll to the right, and then click Member Overview.

Intranet procedures

Serving Members

Related T24 Help

T24 Help Contents

Member Overview