Transferring funds using Quick Actions

You can use Quick Actions to transfer funds.

To transfer funds using Quick Actions

1. On the Home page, click or tap Transfer Money Now. The Funds Transfer page appears.
2. On the Funds Transfer page, do the following:
   1. In the From drop-down list, select the account from which you want to transfer funds.
   2. In the To drop-down list, select the account to which you want to transfer funds.
   3. In the Amount field, enter the amount to transfer.
   4. (Optional) To create a recurring transfer, do the following:
      1. Select the Make this a recurring transaction check box. The Schedule Recurring Transfer fields appear.
      2. Select an option from the How often should this transfer repeat? drop-down list.
      3. Click or tap a start and end date, or click or tap Repeat Forever.
   5. (Optional) Enter information about the transfer in the Memo field.
   6. Click or tap Approve. A message appears confirming the transfer.
3. Do one of the following:
   • Click or tap Close to set up another transfer.
   • Click or tap View in Activity Center to see the transaction details.

To transfer funds using enhanced Quick Actions

1. On the Home page, click the three vertical dots on the desired account.
   
2. Click or tap Quick Transfer. The Quick Transfer page appears.

3. In the To drop-down list, select the account to which you want to transfer funds.
4. In the Amount field, enter the amount to transfer.
5. (Optional) To view more transfer options, click or tap Advanced Options.
6. Click or tap Transfer Funds.

Note:  You can set up a recurring transfer to start today.