Quick Transfers allow you to transfer from a specific account without navigating to the Transfer Funds tab.

  1. Select this icon Hamburger Menu Icon on a particular share or loan.
  2. Then select Quick Transfer.

Quick Transfer

  1. Select an account to send the funds to.
  2. Enter the amount you wish to transfer.
  3. The transfer date will pre-fill.
  4. Advanced Options link directs you to the Funds Transfer tab.
  5. Once you’ve verified all of the information is correct, select Transfer Funds.

Quick Transfer

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