Transfer Between Your Accounts
- From your account dashboard, click the Make a Transfer menu option.
On the mobile app, tap the Transfers menu option. Then, tap the Transfer Between Accounts button.
- In the From dropdown menu, click on the account you want to withdraw funds from.
- In the To dropdown menu, click on the account you want to transfer money to.
- In the Amount field, type in the amount you'd like to transfer.
- In the Send Transfer dropdown menu, choose if you want this to be a one-time transfer sent immediately (select Now) or a scheduled/recurring transfer on a future date (select Scheduled).
- Optional: Click the down arrow next to the Memo (optional) field to expand it and type in a description of the transfer (max 80 characters).
- Click the Review button.
- Review the details of your transfer. If everything looks good, click the Confirm button.
- Your transfer has now been posted! You will be redirected to a transfer confirmation page.
To view past transactions, click the Transfer History button (History on mobile).
Schedule a One-Time or Recurring Transfer
- From your account dashboard, click the Make a Transfer menu option.
On the mobile app, tap the Transfers menu option. Then, tap the Transfer Between Accounts button.
- In the From dropdown menu, click on the account you want to withdraw funds from.
- In the To dropdown menu, click on the account you want to transfer money to.
- In the Amount field, type in the amount you'd like to transfer.
- In the Send Transfer dropdown menu, choose if you want this to be a one-time transfer sent immediately (select Now) or a scheduled/recurring transfer on a future date (select Scheduled).
- In the Occurs dropdown menu (Select frequency on mobile), choose how often you'd like this transfer to occur.
- Click the Starts on dropdown menu, and use the calendar to select your desired start date.
If you chose the One time menu option in the previous step, this dropdown menu will be labeled When.
- Click the When dropdown menu, and use the calendar to select your desired start date.
- If using the mobile app, tap the Done button.
- Skip to Step 9 ⇒
- Click the Ending dropdown menu, and choose whether you'd like this transfer to recur indefinitely (select Never) or end on a specific date (select On a specific date).
If you choose the On a specific date menu option, the Ends on dropdown menu will appear. Click the Ends on dropdown menu, and use the calendar to select your desired end date.
On the mobile app, tap the Done button.
- Click the Review button.
- Review the details of your transfer. If everything looks good, click the Schedule button.
- Your transfer has now been scheduled! You will be redirected to a transfer confirmation page.
- To manage scheduled transfers, click the Scheduled Transfers button (Scheduled on mobile).
- Click on the scheduled transfer to expand it and view additional details.
Here, you can edit or delete the scheduled transfer by clicking the corresponding buttons.
