Make a Quick Transfer

The Quick Transfer option can be accessed directly from an account tile on the Home page, making funds transfers faster and easier

Three dots appear on the right of each account tile

• Using a browser, click the three dots to display additional options
• On mobile devices, tap and slide a finger to the left to display additional options

 

Select Quick Transfer to display a window where you can select a “To” account. Enter an amount and click Transfer Funds to complete the transaction. The transfer will occur on the earliest available day (usually the current day), by default.

To change accounts, date, add a memo, change frequency or to perform a more complicated type of funds transfer like a recurring transfer, click Advanced Options to open the Transfers page.

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