How do I set up a recurring transfer?
Want to accelerate your savings by setting up automatic transfers that reoccur on a daily, monthly or yearly basis? Want to set up regular transfers to another member or relationship number like your business? It’s easy to set up on both the mobile app and in online banking for desktop or laptop computers.
Step 2: After logging in, you can see a list of menu options on the left-hand side of the page. Click on “Transfer Money”. Step 3: After selecting Transfer Money, you will land on the Transfer funds page. On this page: Step 4: On the next page, complete the following information: Click on “Continue” after you have entered all the information. Step 5: On the Confirmation page, review and verify the information. Click on Confirm. You will then receive a receipt. Congratulations, your recurring transfer has been set up! If you want to review the transfers you have scheduled, navigate back to the Account Summary page and scroll down to the heading Scheduled Transfers.
Step 2: After logging in, select the Transfers icon on the main screen.
Step 3: Select the option ‘To My Account’ if you want to set up a transfer to your savings or other account.
Step 4: After selecting Transfers, you’ll need to input the information for your transfer:
- Select the account from which you want to transfer funds from the dropdown menu
- Select the account you want to transfer funds to
- Input the amount you want to transfer
- (optional) Complete the Memo field
- Select the “Recurring Transfer” option
- Complete the transfer frequency
Click on “Continue” after you have entered all the information.
Step 5: On the Confirmation page, review and verify the information.
- Click on Confirm. You will then receive a receipt.
Congratulations, your recurring transfer has been set up!
If you want to review the transfers you have scheduled, navigate back to the main app screen and select the Scheduled icon.