How to Make a Transfer
- Select Transfers.
- Select the From Account dropdown to specify where the transfer should originate.
- Select the To Account dropdown to specify where the funds should be transferred.
- Don’t see the account you want to transfer to? Learn more about adding accounts.
For a one time transfer:
- Select the Date of the transfer.
- Ensure the Frequency dropdown says One Time.
For a recurring transfer:
- Select the Date
- Select the Date of the first occurrence.
- Select the Frequency of the transfer then select an ending option.
- Choose + Add Memo to make notes about the transfer for your records.
- Verify the information shown then click Submit Transfer to make your transfer.