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Edit a Recurring Transfer

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The Edit Recurring Transfer page is used to change recurring transfers of funds between accounts at our financial organization.

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

  1. Click the Transfer Funds tab.

    Result: The Transfer Funds menu is displayed.

  2. Click the Scheduled Transfers menu item.

    Result: The Scheduled Transfers page is displayed.

  3. Click Edit next to the recurring transfer that you want to change.

    Result: The Edit Recurring Transfer Payment page is displayed.

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

    Result: The Edit Recurring Transfer Preview page is displayed.

  6. 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 Recurring 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 Transfers.

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Note: It is possible that the online help describes features that we do not support or that are not available to all of our customers. If you still have questions, please contact Customer Support.