Frequently-Asked Questions : Transferring Funds

Transferring funds between accounts

There are many options when you transfer funds from one account to another.

Here is the simplest way to transfer money between your accounts:

  1. Click on the “Transfers” tab at the top of the screen.
  2. Enter the amount you would like to transfer in the “Transfer this Amount” field.
  3. Select the account you would like to transfer the funds from in the “From this Account” field.
  4. Select the account you would like to transfer the funds to in the “To this Account” field.
  5. Click the “Next” button.
  6. Read through everything on the screen to make sure the amounts are correct.
  7. If everything is correct, press 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

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