Transfers Help
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Change a transfer Change a recurring transfer Create a recurring transfer Create a transfer Delete a transfer Resolve a disallowed transfer Stop a recurring transfer View a transfer request

For general information about transfers, see About Transfers.

To change a transfer:

Click Transfers.   On the Transfer page, click the From Account field for a scheduled or disallowed transfer that you are the originator of.   On the Edit Transfer page, change information as appropriate. You cannot change the destination account.   Click Preview Transfer.   On the Preview Transfer page, review the changes you made. To:   Accept the changes, click Submit Transfer   Change a field, click Edit Transfer

To change a recurring transfer:

Click Transfers.   On the Transfer page, click the From Account field for a scheduled or disallowed recurring transfer that you are the originator of.   On the Edit Transfer page, change the following information as appropriate:   In the Update field, indicate whether to change all of the occurrences of this recurring transfer or only the next recurring transfer.   In the Frequency field, change the frequency of the recurring transfer.   In the Complete Transfers or Continue until further notice field, change the number of transfers to complete or choose to make the transfer indefinitely.   Change any other information as appropriate. You cannot change the destination account.   Click Preview Transfer.   On the Preview Transfer page, review the changes you made. To:   Accept the changes, click Submit Transfer   Change a field, click Edit Transfer

To create a recurring transfer:

Click Transfers.   On the Transfer page, click Create a New Transfer.   On the Create Transfer page, enter or select the following information:   In the Transfer From and Transfer To fields, select the account you are transferring from and the account to which you are transferring.   In the Amount field, enter the amount of the transfer.   In the Currency field, select the currency of the transfer amount. You must select the currency of either the transfer from or the transfer to accounts.   In the Memo field, enter any memo information you want to associate with the transfer.   In the Transfer Date field, enter the date to start the recurring transfer.   In the Frequency field, select the frequency for the recurring transfer.   In the Complete Transfers or Continue until further notice field, indicate whether to make the transfer a specific number of times or indefinitely.   Click Preview Transfer.   On the Preview Transfer page, review the information you have entered. To:   Change a field, click Edit Transfer   Create the transfer, click Submit Transfer

To create a transfer:

Click Transfers.   On the Transfer page, click Create a New Transfer.   On the Create Transfer page, enter or select the following information:   In the Transfer From and Transfer To fields, select the account you are transferring from and the account to which you are transferring.   In the Amount field, enter the amount of the transfer.   In the Currency field, select the currency of the transfer amount. You must select the currency of either the transfer from or the transfer to accounts.   In the Transfer Memo field, enter any memo information you want to associate with the transfer.   In the Transfer Date field, enter the date of the transfer.   In the Frequency field, select One Time Only.   Click Preview Transfer.   If the Transfer To account is a loan account, the Loan Transfer page appears. In the Principal Amount and Interest Amount fields, enter the amount you want to contribute to each. Click Preview Transfer.   On the Preview Transfer page, review the information you have entered. If the Transfer From or Transfer To accounts are external accounts, the external Financial Institution name and Bank ID fields are displayed. To:   Change a field, click Edit Transfer   Create the transfer, click Submit Transfer

To delete a transfer:

Click Transfers.   On the Transfer page, click the From Account field for the transfer you want to delete.   On the Edit Transfer page, click Delete Transfer.   On the Delete Transfer page, review the transfer information to make sure you want to delete this transfer, and click Delete Transfer.

To resolve a disallowed transfer:

Click Transfers.   On the Edit Transfer page, change the information that prevents the transfer from occurring and continue with the transfer, or delete the transfer.

To stop a recurring transfer:

Click Transfers.   On the Transfer page, click the From Account field for a scheduled or disallowed recurring transfer.   On the Edit Transfer page, enter 1 in the Complete Transfers field, or delete the transfer.

To view a transfer:

Click Transfers.   On the Transfer page, click the From Account field for a scheduled, disallowed, in progress, or complete transfer for which you want to view details.

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