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Edit a Recurring External Transfer

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

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

    Result: The Edit Recurring External Transfer Payment page is displayed.

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

    Result: The Edit Recurring External Transfer Preview page is displayed.

  6. Review the transfer details. If correct, click Save Changes.

    Result: The transfer is submitted and the Edit Recurring 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: