Making account to account transfers

Transfer funds to someone else who has an account at the same institution by entering the recipient's account information and last name. This feature may not be available, depending on your FI's configuration.

Note:  The term Account to Account may also be referred to as Person to Person or Member to Member.

To make a single transfer

  1. In the navigation menu, click or tap Transactions > A2A Transfer. The Account To Account Transfer page appears.
  2. Click or tap Single transfer. The Transfer Funds to Another Account page appears.
  3. In the Enter Your Account Information section, enter the following information:
    1. In the From Account drop-down list, click or tap an account.
    2. In the Amount field, enter an amount to transfer.
    3. (Optional) In the Description field, enter a description of the transfer.
  4. In the Enter Recipient Customer Account Information section, enter the following information:
    1. From the Account Type drop-down list, click or tap an account.
    2. In the Recipient Email Address field, enter the email address of the person to whom you are transferring the funds.
    3. In the Last 4 Digits of Account # field, enter the appropriate information.
  5. Click or tap Submit to complete the transfer.