- Select ‘Transfers & Payments’ menu and then ‘Between Accounts’.
- Select a ‘From’ account.
- Select a ‘To’ account.
- Enter a dollar amount.
NOTE: To setup a recurring transfer, follow the steps in the ‘Recurring Transfers’ section beginning on the next page. - Select a ‘Transfer Date’ for the transaction.
- Enter a Memo for the transaction. (Optional)
- Click ‘Transfer Funds’ to complete the transaction.
Recurring Transfers
- Select the desired frequency from the drop-down menu.
- Select the desired 'Repeat Duration'.
- Forever (Until I Cancel)
- Until Date (Set An End Date)
- Forever (Until I Cancel)