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How do I set up a recurring external transfer?

To set up a recurring external transfer, perform the following steps:


From the Move Money page, select External Transfers.


On the Transfer Funds tab, enter the amount you want to transfer, select the accounts you want to transfer From and To, and then set the date.

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The Transfer Funds tab defaults to One Time Transfer, to change setting click Make Recurring.


Select Frequency, Duration, Delivery Speed, and add a memo if desired.

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Select Continue.


On the Review Transfer page, review the details to ensure they are correct and then select Confirm.

If the information is incorrect, select Edit or Cancel.

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On the Transfer Confirmed page, you will be provided with a reference number for your transfer and a display of the transfer details. The transfer also will appear on the Activity page, which offers a detailed view of transfers.

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