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Edit an External Transfer

The Edit External Transfer page is used to change a scheduled transfer of funds between an account you have with our financial organization and an account with another financial institution.

You can access the Edit External Transfer page by clicking Scheduled External Transfers on the Transfer Funds menu and then clicking Edit next to the transfer you want to change.
  1. Click the Transfer Funds tab.

    Result: The Transfer Funds menu is displayed.

  2. Click the Scheduled External Transfers menu item.

    Result: The Scheduled External Transfers page is displayed.

  3. Click Edit next to the transfer you want to change.

    Result: The Edit External Transfer Payment page is displayed.

  4. Make your changes.
  5. Click Save Changes.

    Result: The Edit External Transfer Preview page is displayed.

  6. Review the transfer details. If correct, click Save Changes.
    Note: You can click Edit to make additional changes.

    Result: The transfer is submitted and the Edit External Transfer Confirmation page is displayed.

  7. Note the Confirmation ID for your records.

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

Parent topic: Transfers
See Related Topics: