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How do you complete an external transfer?

Once an account has been added and verified, it is available for completing external transfers. To make an external transfer:

  1. Click on the "Transfer Funds" subtab.
  2. Select an account to transfer funds "From".
  3. Select an account to transfer funds "To".
  4. Select "One Time Transfer" or "Recurring Transfer" and click "Submit".
  5. Enter transfer information and click "Submit".
  6. Click "Confirm" if the all of the information is displayed correctly or click "Back" if not.
  7. At the end of the process, you will be given the option to "Make Another Transfer" or "Go to Overview".
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