Processing a Transfer
- Select Transactions and History in the left hand menu.
- Then select Transfer Funds.
- Select which account the funds are being transferred from.
- Select which account the funds are being transferred to.
- Select the amount you wish to transfer.
- Check this box if you want the transaction to be recurring.
- Select the frequency.
- Select a Start Date and End Date.
- Or check Repeat Forever, if there is no end date.
- Select the Date you wish the transfer to process on.
- If you would like a description to be added, use Memo.
- Select Clear if you want all sections to be cleared.
- Select Transfer Funds to complete the transfer.
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