You can transfer money between personal accounts and between business accounts; however, an internal transfers between a personal account and a business account is unavailable.
How do I process quick internal transfers between deposit accounts?
- Select the
on the header row of the From account tile on the Home page, and select Begin transfer.
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- Enter the amount and select Transfer here on the To account tile.
- Optional. Enter a custom description.
For personal accounts, the description you enter is added to the end of the transaction information; however, for business accounts it replaces the transaction information that appears in your transaction history.
- Select Transfer money on the To account tile and a Transfer complete message appears with your reference number.
How do I process future dated or recurring internal transfers?
- Select Transfers from the Home page.
- Leave Transfer type as Personal or select Business, if necessary.
- Select your From account. The Available balance or Available credit appears, based on the account type you selected.
- Select your To account.
- Leave Date as is to transfer as soon as possible, or pick a date from the calendar.
- Optional. To schedule recurring transfers, select the Repeat transfer link and then Frequency, Repeats, Start date, and Save.
- Enter Amount.
- Optional. Enter Description.
For personal accounts, the description you enter is added to the end of the transaction information; however, for business accounts it replaces the transaction information that appears in your transaction history.
- Select Continue, review the transfer information, and select Transfer money.
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