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How do I set up a recurring external transfer?


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

1

From the Move Money page, select External Transfers.

2

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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3

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

4

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

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5

Select Continue.

6

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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