Make an Express Transfer

The Express Transfer - Request page is used to transfer money between your accounts within your financial organization.  

You can access the Express Transfer - Request page by clicking the Express transfer entry link on the Transfers and Payments Section Overview page.

Note:  You can transfer any amount up to your approved limit.

1. Click the Transfers and Payments tab.
   Result:  The Transfers and Payments Section Overview page is displayed.

2. Click the Express transfer entry link under Express Transfer.
   Result:  The Express Transfer - Request page is displayed.

3. Select the From account you want to debit.

4. Select the To account you want to credit.

5. Enter the dollar amount you want to transfer.

6. Select a transfer frequency (one-time only or a recurring transfer request frequency).
   Note:  For a one-time transfer, select the Today only frequency.

7. Enter the start date of the recurring transfer request.
   Note:  Recurring information is not needed for a Today only request.

8. Enter the end date of the recurring transfer request.

9. Select a processing option in the event that the transfer request falls on a non-processing date.

10. Click Continue.
    Result:  The Express Transfer - Request Verification page is displayed.

11. Review the transfer request information.  
    Note:  If you need to edit the transfer request, click the Edit request link.
    
    Click Approve to approve and schedule the request.
    Result:  The Express Transfer - Request Confirmation page is displayed

Click Submit request to schedule the request without approving.

Result:  The Express Transfer - Request Submitted Confirmation page is displayed.