Requesting to keep more transaction history is an option for any of the eight total categories of membership accounts. Once your request is processed, additional transaction history will increase month-to-month until your new retention period is reached, historical purged data will not be restored.
Current standard retention history:
- Share (Savings) – 12 months
- Draft (Checking) – 12 months
- Club Accounts – 48 months
- IRA – 48 months
- Certificate – 48 months
- Tax/Escrow – 48 months
- Closed-End Loan – 48 months
- Open-End Loan – 48 months
What to Expect
After placing your order you will be contacted by a member of our team to review your order and clarifiy expectations and pricing. Upon final confirmation your data retention periods will be adjusted allowing available history to increase until your new limits are met. Orders are typically processed within 3-5 business days.
Extended transactional data will be visible within CU*BASE Phone Operator and Inquiry tools, as well as member facing within Online Banking. Verify with your check image provider whether check images will also be available.
*Note – the $10 per month charge for this service applies to each transaction type. For example – if you were to extend both your Share and Share Draft transaction history from 12 months to a new retention limit of 18 months, this would be a 6 month expansion in share transaction data, and a 6 month extention in draft transaction data, for a total of a 12 month extention at $10 per month, totaling $120 billed monthly.