Steps and tips to schedule an External Transfer:

  1. Enter the amount. The minimum is $10. View maximum limits via the blue info icon. Limits often differ for Standard vs Express Transfers.
  2. Select a From account. If the desired account is not in the dropdown, click the "Add a New Account" link.
  3. 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. 
  4. Enter the Send on Date
  5. Click Make Recurring, if desired. 
    1. Select Frequency and Duration for recurring transfer
  6. For Delivery Speed, select either Standard or Express delivery. If not displayed, Standard is the speed (Express is not always an option).
  7. Note the fee that displays. The blue info icon gives details on fees, funds availability, and cutoff times.
  8. Optionally, enter a memo, which displays on the Activity screen within External Transfers.
  9. Click continue
  10. Remaining screen flow: verify details, enter a PIN if required, and done!


Managing Transfers:

  1. Log in to your online banking and click External Transfer
  2. Once there click on Activity
  3. Click Edit

  1. From there you can edit a transfer or a recurring transfer (can only edit if the transfer is in pending status)
    1. Please note that if the transfer is pending and it NEEDS to be canceled, call the Member Service Center.
  2. 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.