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Transfers between accounts

09/03/19
  1. Select the "Transfers & Payments" menu and then "Between Accounts".
    Select between accounts on left menu bar
  2. Select a From account.
  3. Select a To account.
  4. Enter a dollar amount.
  5. Select Frequency. Example below is a one time transfer.
  6. Choose the transfer date.
  7. Input a Memo description for the transfer (optional). 
  8. Click "Transfer Funds" to complete the transaction.
    One time transfer example

Recurring Transfers

  1. Select the desired frequency from the drop-down menu.
    Select frequency options
  2. Select the desired Start Date and the Repeat Duration.
    1. Forever (Until I Cancel)
      select start date and repeat duration
    2. Until Date (Set An End Date)
      Until end date option