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 Select From Account drop-down list, select the account from which you want to transfer funds.
   2. In the Select To Account drop-down list, select the account to which you want to transfer funds.
   3. In the Amount field, enter the amount to transfer.
3. Click or tap Date drop-down list to select when the transfer will occur.
4. (Optional) To create a recurring transfer, do the following:
   1. Select when the transfer should recur in the Date drop-down list.
   2. Select the Make this a recurring transaction check box. The Schedule Recurring Transfer fields appear.
      
   3. Click or tap a date on the calendar, or click or tap Repeat Forever.
5. (Optional) Enter information about the transfer in the Memo field.
6. Click or tap Transfer Funds. A message appears confirming the transfer.
7. 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.

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

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