Enabling Peer to Peer (P2P) for a Customer

Note: Limits are bank-defined and are in place. To change bank default limits, please reach out to Digital Banking Support.

Admin Setup:

1. To enable P2P for a customer, search and edit the customer in the IB Admin site.
2. Click on the Checking tab and check “P2P Enabled” for each account that needs access to P2P:

   

You can adjust limits per customer by editing the customer in IB Admin and looking at the User tab for Override Card Transfer Maximum.

Once you check Override Card Transfer Maximum, the Limit fields become editable:

Other factors to consider for P2P

OOBA / Tokens

If your bank utilizes Out Of Band Authentication or Tokens, you can enable a stop point for this service. These stop points are on per user per account. The user will be asked to authenticate at the time the payment is sent. Below is a screenshot in Admin where this can be enabled.

FAD

Please review your bank’s point setting inside of FAD to ensure that no adjustments need to be made.

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