Make a Transfer
The Make a Transfer page is used to transfer 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.
- Click the Transfer Funds
tab.
Result: The Transfer Funds menu is displayed.
- Click the Make a Transfer menu item.
Result: The Make a Transfer page is displayed.
- Select the Transfer From account from which you want to transfer funds.
- Select the Transfer To account to which you want funds transferred.
- Enter the amount that you want to transfer.
- 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.
- 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.
- 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 repeating transfer.
- Continue Until This Date.
Transfers are made until the date entered. The date format is MM/DD/CCYY.
Note: You must select a end 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.
- Click Continue.
Result: The Make a Transfer Preview page is displayed.
- Review the transfer
details. If correct, click Submit Transfer.
Note: If you need to change the transfer details, click Edit.
Result: The transfer is submitted and the Make a Transfer Confirmation page is displayed.
- Note the Confirmation ID for your records.
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.
Parent topic: Transfers