Transfer

 

Transfer funds on the go

Internal transfer 

Directions:

Select Transfers from the main menu.
Select Make a transfer in the left hand section of the dashboard.
Select the account you would like the transfer to come from and the account you wish the transfer to go to. 
Enter the transfer amount. 
Click the More Options button for frequency, date, and to add a memo. 
Enter Submit. 

*Note, transfers completed after 9:00 p.m. may be processed the next business day. 

 

External transfers with another financial institution 

Directions: 

Select Transfers from the main menu.
Select the +External account button. 
Enter the name on the account you wish to transfer to. 
Enter the routing number of the financial institution it is going to. 
Enter the account number at that bank. 
Select the account type (Checking or Savings) and hit the Submit button. 
You should receive a verification stating you will have 2 small deposits sent to that account to verify the account's legitimacy. Select OK and monitor your external account for the incoming deposit. 
Once these accounts are validated, you may initiate transfers. 

Note: External transfers completed after 3 p.m. will be conducted on the next business day. 

 

For a complete how-to guide click here. 

 
 
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