Vancity Learning Hub

How do I set up a recurring transfer?

Want to boost your savings or simplify your transfers? You can set up automatic transfers that recur daily, monthly, or yearly. Need to schedule regular transfers to another member or a relationship number (like your business account)? It’s quick and easy to set up using either the Vancity mobile app or Online Banking on your desktop or laptop.


Step 1: Log in to Online Banking and select Transfers. Then click ‘Between my accounts’.
New to logging in? Learn more.


Step 2: Choose the accounts you want to transfer from and to. Enter the transfer details and select the frequency for recurring transactions. When ready, click ‘Continue’.

Step 3: Review your details and click ‘Confirm’ to finalize.

Step 4: A success message will appear to confirm your transfer is complete.

Related posts:

How do I transfer funds to another member? How do I set up an automatic bill payment? How do I transfer money from my business to my personal account? How do I import my account activity into a third party finance software (such as Quicken® and QuickBooks®)?
Go to vancity.com
  • Was this article helpful?
  • Yes   No