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- On the main menu, under the Transactions category, select Online Activity.
- The default view displays one time or Single Transactions screen. Click or tap Recurring Transactions to view a transfer series.
- Use filters to refine the displayed results.
- After you find the desired transfer, click or tap the three dot “Actions Menu” icon
- Choose Edit
- There are two screens for editing transfers, depending on the following
- Edit Single Transfer applies the change to the next occurrence without affecting the series.
- Edit Recurring Transfer applies the change to all future occurrences
- After making the edits to the transfer, select Transfer Funds to apply the changes.
- A confirmation message recaps the completed transfer.