Frequently-Asked Questions : Transferring Funds

Transferring funds on a recurring schedule

If you have a need to transfer funds between accounts on a regular basis, you can create a “scheduled transfer” automatically transfer the funds to another account on the schedule you specify.

Follow these steps to create a scheduled transfer:

  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 when to transfer the amount in the “When to Transfer” field. To set up a recurring transfer, choose one of the options beginning with the words “On this Schedule”.

    - “On this Schedule – Annually” schedules the transfer to occur once per year.
    - “On this Schedule – Semi-Annually” schedules the transfer to occur twice per year.
    - “On this Schedule – Quarterly” schedules the transfer to occur once per quarter.
    - “On this Schedule – Monthly” schedules the transfer to occur once per month.
    - “On this Schedule – Bi-Weekly” schedules the transfer to occur once every two weeks.
    - “On this Schedule – Weekly” schedules the transfer to occur once per week.
  6. In the “Starting on this Date” field, enter the starting date you would like first transfer to be completed on. If you don’t enter a starting date, the first transfer will occur the following day.
  7. In the “Ending on this Date” field, enter the date on which you would like the transfers to stop. If you leave this field blank, the transfers will occur until you delete the scheduled transfer.
  8. Click the “Next” button.
  9. Read through everything on the screen to make sure the settings and amounts are correct.
  10. Click the “Confirm Transfer” button.

You recurring transfer has been scheduled. If you would like to cancel or delete the scheduled transfer, click here for instructions.

Here are some additional options in transferring funds:

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

Canceling or deleting a scheduled transfer