Transfer Funds

This page allows you to transfer funds between your own accounts or to another member number in which you have joint access. 

Transfers can be performed:

  • immediately
  • at a future-date (scheduled) 
  • or on a recurring basis (such as monthly)

Step 1

Use the drop down arrow beside Transfer From to specify the account to transfer funds from.

Step 2

Enter the amount to transfer in the Transfer Amount box. 

Step 3

Use the radio buttons beside Schedule Transfer to specify whether the transfer should occur immediately, in the future (scheduled transfer), or if the transfer should be recurring.

Step 4

Use the radio buttons beside Transfer To in order to transfer the funds to your own account or to another member number in which you have joint access.   

Step 5

Click on Continue to display  the next page.

Step 6

Use the drop down arrow beside Transfer To and select which account you wish to transfer funds.

Step 7

Enter a description of the transfer in the Memorandum box. This is an optional entry.

Step 8

If you choose Immediate Transfer in Step 3, go to Step 9.

If you choose Schedule Transfer in Step 3, enter the date for the transfer in the Transfer On Box.

If you choose Recurring Transfer in Step 3, enter the Start Date, Transfer Frequency, and End Date for the transfer.

Step 9

Click on Continue to process the transfer.
To confirm the transfer, click on Confirm.
To make a change to the transfer, click on Cancel to display the previous page.

 

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