To Transfer funds using a mobile or desktop Browser, choose Transfer from the Dashboard Menu. Click Here to see instructions on how to make a transfer using the Mobile App.

Transfer (Internal & External)

Use this option to set up one-time, recurring, or future dated transfers.

  1. Select the Transfer tab at the top of the page
  2. On the next page, select Transfer 
  3. Use the first dropdown to select the account to transfer funds From.
     
    • Only accounts that have a balance are listed, and linked external accounts
    • Click Add a new external account from the dropdown to open a popup and add a new account (this can also be managed in settings)
  4. Use the second dropdown to select the account to transfer funds To.
     
    • All accounts are listed, including linked external accounts.
  5. Type in the Amount to transfer
  6. Choose the Frequency
  7. Set the Date for the one time or recurring transfer. 
  8. Add a Memo (optional note)
  9.  View your transfer limits and disclosures. 
  10. Click Continue to proceed, or Cancel to return to the previous page
  11. Review your transfer
    • Return to the previous screen
    • Make transfer and return to the dashboard, or Cancel to return to the Transfer page
       

View Scheduled Transfers

Scheduled transfers are located above at the top of the Accounts page for that specific account.  Here you can look at One Time or Recurring transfers as well as delete transfers. 

 

Transfer to Friends (Member to Member)

Member to member transfers can only be submitted real time, not scheduled or recurring.

  1. Select the Transfer tab at the top of the page
  2. On the next page, select Member to member
  3. Use the first dropdown to select the account to transfer funds From.
    • Only accounts that have a balance are listed, and linked external accounts
  4. Use the second dropdown to either select a saved member or click Add a new member 
      • Enter the other member's first name (If you are transferring to a business account, enter Business as the first name)
      • Enter the other member's last name (If you are transferring to a business account, enter the entire business name as the last name)
      • Enter the six digit member number
         
        1. The transfer defaults to the first checking or the prime share if there is no checking 
        2. To transfer to a specific loan or share, add =XX after the member number where XX is the share number
      • Type in a relationship
      • Click Add Member to continue
  5. Type in the Amount to transfer
  6. Add a Memo (optional)
  7. Click Continue to proceed, or Cancel to return to the Transfer page
  8. Review the transfer
    • Send Money and return to the dashboard, or Cancel to return to the Transfer page

 

Transfer (Mobile App)

The Transfer tab located at the bottom of the app screen has 3 options to transfer funds,  Quick Transfer, Scheduled Transfer, and Member to Member. 

Quick transfer

Members can quickly transfer money between internal accounts, or to or from external accounts outside of their main Financial Institution. To move money, member will need to ensure they have linked the relevant accounts inside digital banking whether the accounts are internal or external. 

To create a quick transfer, select “Transfer” from the bottom menu then “Quick transfer”

  1. Select the accounts to transfer funds between using the “From” and “To” drop-downs 
  2. Enter the “Amount”
  3. Enter “Memo”
  4. Click “Transfer”

Scheduled transfer

To Schedule a Transfer, select “Transfer” from the bottom menu, then click Scheduled transfer.

  1. Select the accounts to transfer funds between using the “From” and “To” drop-downs 
  2. Select the Frequency 
  3. Choose the Interval.
  4. Enter the amount 
  5. Click Schedule

To cancel a scheduled transfer, select “Transfer” from the bottom menu, then click Scheduled transfer.

  1. You should see scheduled transfers listed at the top of the screen. This may take a minute to load.
  2. Click on transfer you want to edit to bring up the transfer details 
  3. Click red Delete button located under calendar 
  4. Click red "Are you sure?" button located under calendar 
  5. Transfer will be successfully cancelled.  May take a minute to refresh page.

Member to member

To Transfer to a friend, select “Transfer” from the bottom menu, then click “Member to member”

  1. Select the accounts to transfer funds between using the “From” and “To” drop-downs 
  2. Select a name from your saved list, or to transfer to a New Friend select that option in the To field
    1. Enter Friend’s account number
    2. Enter Friends Last name
  3. To Remove a friend from your saved list, click Manager Friends
  4. Enter the amount 
  5. Enter Memo
  6. Click Transfer

 

Transfers FAQ

Can a member transfer from a share to their credit card within the same account?

 Yes, a "Quick Transfer" option is available under Transfer and Pay.

Can we pay to our loans using the “Quick Transfer”?

Yes

Digital banking Transfers

Last updated on August 02, 2022.