Edit a Transfer
The Edit Transfer page is used to change a scheduled transfer of funds between accounts at our financial organization.
You can access the Edit Transfer
page
by clicking Scheduled Transfers on the
Transfer Funds menu
and then clicking Edit next to the transfer that you want to change.
- Click the Transfer Funds
tab.
Result: The Transfer Funds menu is displayed.
- Click the Scheduled Transfers menu item.
Result: The Scheduled Transfers page is displayed.
- Click Edit next to the
transfer that you want to change.
Result: The Edit Transfer Payment page is displayed.
- Make your changes.
- Click Save Changes.
Result: The Edit Transfer Preview page is displayed.
- 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 Transfer Confirmation page is displayed.
- 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 Transfers.
Parent topic: Transfers