Make an External Transfer
The Make an External Transfer page is used to move funds from one account with our financial organization to an account at another financial institution.
You can access the Make an External Transfer
page
by clicking Make an External Transfer on the
Transfer Funds menu.
- Click the Transfer Funds
tab.
Result: The Transfer Funds menu is displayed.
- Click the Make an External Transfer menu item.
Result: The Make an External Transfer page is displayed.
- Select the Transfer From account from which you want us to transfer funds.
- Select the Transfer To account to which you want funds transferred.
- Enter the Transfer On date
on which you want to transfer funds.
Note: If you want to transfer funds more than once, click Set Up Recurring Transfers.
- Enter the amount you want transferred.
- Click Continue.
Result: The Make an External 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 an External 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 External Transfers.
Parent topic: Transfers