Transferring funds

You can transfer funds between accounts.

Note:  You can use the Add External Account option to transfer funds to or from an account at another financial institution. See "Setting up external accounts for transfers" for more information.

To transfer funds

1. In the Menu, click or tap Transactions > Funds Transfer. The Funds Transfers page appears.
2. On the Funds Transfer page, do the following:
   1. In the From Account drop-down list, select the account from which you want to transfer funds.
   2. In the 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.
   4. Click or tap the Date field, and then select the date that you want the transfer to occur.
3. To create a recurring transfer, do the following:
   1. Select the Make this a recurring transfer check box. The Schedule Recurring Transfer window appears.
      
   2. Select when the transfer should recur.
   3. Select a date from the calendar, or click or tap Repeat Forever.
   4. Click or tap Save.
4. (Optional) Enter information about the transfer in the Memo field.
5. Click or tap Transfer Funds.
6. Click or tap Close to set up another transfer, or click or tap View in Activity Center to review the transfer.

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