Steps and tips to schedule an External Transfer:
- Enter the amount. The minimum is $10. View maximum limits via the blue info icon. Limits often differ for Standard vs Express Transfers.
- Select a From account. If the desired account is not in the dropdown, click the "Add a New Account" link.
- Select a To account. If the desired account is not in the dropdown, click the "Add a New Account" link. Note: an account at another financial institution must be either the From or the To account.
- Enter the Send on Date
- Click Make Recurring, if desired.
- Select Frequency and Duration for recurring transfer
- For Delivery Speed, select either Standard or Express delivery. If not displayed, Standard is the speed (Express is not always an option).
- Note the fee that displays. The blue info icon gives details on fees, funds availability, and cutoff times.
- Optionally, enter a memo, which displays on the Activity screen within External Transfers.
- Click continue
- Remaining screen flow: verify details, enter a PIN if required, and done!
Managing Transfers:
- Log in to your online banking and click External Transfer
- Once there click on Activity
- Click Edit
- From there you can edit a transfer or a recurring transfer (can only edit if the transfer is in pending status)
- Please note that if the transfer is pending and it NEEDS to be canceled, call the Member Service Center.
- If you are trying to edit a recurring transfer, some fields are not editable. In this case, you would need to delete the transfer and create a new one but only if you need to edit a non-editable field.