Frequently-Asked Questions : Transferring Funds

Setting up a one-time transfer to occur at a future date

If you would like to transfer funds from one account to another one time only at a future date, follow these steps:

  1. Click on the “Transfers” tab at the top of the screen.
  2. Enter the amount to transfer in the “Transfer this Amount” field.
  3. Choose the account to transfer from in the “From this Account” field.
  4. Choose the account to transfer to in the “To this Account” field.
  5. Choose “On this Date” in the “When to Transfer” field.
  6. Enter the date you would like the transfer to occur in the “Transfer Date” field.
  7. Click the “Next” button.
  8. Read through everything on the screen to make sure the settings and amounts are correct.
  9. Click the “Confirm Transfer” button.

Here are some additional options in transferring funds:

Transferring funds on a schedule

Transferring funds to another member’s account

Transferring funds to an account at another financial institution

Canceling or deleting a scheduled transfer