Did you know in the Online Banking Center you can view if a transfer is part of a recurring series? This is helpful when you want to know if a specific transfer is part of a recurring series and to identify the series that transfer is a part of.
How: From the ‘Accounts’ menu, select ‘Online Activity’. If needed utilize ‘Search’ and ‘Group By’ to filter and organize the transfers displayed. Locate the transfer you want and click the transfer to highlight it. Then from the ‘Online Activity’ toolbar, press ‘View’ to display the details of the transfer. If the selected transfer is part of a recurring series a ‘Recurring ID’ number will be listed and that number tells you what recurring series that transfer is a part of.
View a List of Scheduled Transfers Grouped By Account
View a Total for the Selected Transfers
View Processed Transfers in the Order of Newest to Oldest
If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.