The Make a Transfer page is used to move 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.

1. Click the Transfer Funds tab.

   Result: The Transfer Funds menu is displayed.

2. Click the Make a Transfer menu item.

   Result: The Make a Transfer page is displayed.

3. Select the Transfer From account from which you want to transfer funds.
4. Select the Transfer To account to which you want funds transferred.
5. 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.

6. Enter the amount that you want to transfer.
7. Click Continue.

   Result: The Make a Transfer Preview page is displayed.

8. 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.

9. 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.

See Related Topics:

• Edit a Transfer
• Delete a Transfer
• View Scheduled Transfers
• Make a Recurring Transfer

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.