The Make a Transfer page is used to move funds from one account at our financial organization to another.

You can access the Make a Transfer page by clicking Make a Transfer on the Transfer Funds menu.

1. Click the Transfer Funds tab.

   Result: The Transfer Funds menu is displayed.

2. Click the Make a Transfer menu item.

   Result: The Make a Transfer page is displayed.

3. Select the Transfer From account from which you want to transfer funds.
4. Select the Transfer To account to which you want funds transferred.
5. Enter the amount that you want to transfer.
6. Select the transfer Frequency that represents how often you want the transfer to be made. Options include: Once now, Once scheduled, Weekly, Biweekly, Twice a month, Monthly, Quarterly, Semiannually, and Annually.
   
   Note: A Twice-a-month transfer is processed on the transfer Start On date and every 15 days thereafter. Scheduled transfer dates that occur on holidays and/or weekends are processed the following business day. There may be more, or less, than 2, twice-a-month transfers in some months depending on the transfer Start On date, length of the month, and whether the scheduled date falls on a holiday or weekend.
7. Enter the Start On date. This is the first date that you want to transfer funds. It can be today's date or a date in the future. This date is used to determine when the other future transfers are made. The date format is MM/DD/CCYY.
8. Indicate how long you want to transfer funds. Choose one of the following options:
   
   Continue Indefinitely. Transfers will continue to be made until you either change this option or delete the recurring transfer.
   
   Continue Until This Date. Transfers are made until the date entered. The date format is MM/DD/CCYY. You must select a end date date that is consistent with the payment frequency that you've selected.
   
   Continue for this Number of Transfers. The number of transfers that you've requested to be made.
9. Click Continue.

   Result: The Make a Transfer Preview page is displayed.

If the transfer date is today, the transfer is processed immediately and it is listed on the Account Activity page the next business day.

If the transfer is scheduled to occur on a future date and changes are needed, click View Scheduled Transfers.

See Related Topics:

• Edit a Transfer
• Delete a Transfer
• View Scheduled Transfers

Note: It is possible that the online help describes features that we do not support or that are not available to all of our customers. If you still have questions, please contact Customer Support.