How to Make a Transfer

9/07/2021

  1. Select Transfers.
  2. Select the From Account dropdown to specify where the transfer should originate.
  3. Select the To Account dropdown to specify where the funds should be transferred.
  4. Don’t see the account you want to transfer to?  Learn more about adding accounts.

For a one time transfer:

  1. Select the Date of the transfer.
  2. Ensure the Frequency dropdown says One Time.

For a recurring transfer:

  1. Select the Date
  1. Select the Date of the first occurrence.
  2. Select the Frequency of the transfer then select an ending option.
  3. Choose + Add Memo to make notes about the transfer for your records.
  4. Verify the information shown then click Submit Transfer to make your transfer.
Transfers