Frequently Asked Questions  •  How Do I...  •  Glossary

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Account Activity

Account Information

Accounts Overview

Add a New Category to the List

Add Notifications

Delete a Custom Category

Delete Credit Card Payment

Delete Notifications

Delete Recurring Credit Card Payment

Delete Recurring Transfer

Delete Transfer

Edit a Custom Category

Edit Credit Card Payment

Edit Recurring Credit Card Payment

Edit Recurring Transfer

Edit Transfer

Make a Credit Card Payment

Make a Recurring Credit Card Payment

Make a Recurring Transfer

Make a Transfer

Manage Categories

Scheduled Credit Card Payments

Split Transaction Amount between Categories

Transaction Detail

View My Notifications

Scheduled Transfers

What transfers are listed on the Scheduled Transfers page?

How do I view transfers that have already been processed?

How do I view transfers that include an account at another financial organization?

Scheduled Transfers

What transfers are listed on the Scheduled Transfers page?

Listed on this page are scheduled transfers between accounts at our financial organization. All single transfers are listed. For recurring transfers, the next scheduled transfer is listed.

How do I view transfers that have already been processed?

By viewing the Account Activity page for the account. Completed transfers are listed the business day after they are processed. To access this page, simply click the Account menu and the Account Activity menu item.

How do I view transfers that include an account at another financial organization?

If you can transfer funds to or from an account at another financial organization, you can view these scheduled transfers by viewing the Scheduled External Transfers page. To access this page, click the Transfer Funds menu and the Scheduled External Transfers menu item.