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Your Bank > News

Online Banking Tip of the Day: Schedule a Recurring Transfer

July 16, 2014

Did you know in the Online Banking Center you can schedule a recurring transfer?  This is a useful feature if you make transfers on a regular schedule, such as a savings plan or a loan payment.
How:  From the ‘Transactions’ menu, select ‘Funds Transfer’ and select the accounts and information for the series of transfers.  When creating a recurring funds transfer, click the expand icon on the far right of the ‘Enter Transfer Frequency’ bar to expand the window.  Select the radio button for ‘Recurring’ and then select from the options to create the schedule for the recurring transfer.  Once you have entered all the details, press ‘Submit’ and then ‘OK’.

Related Tips:
Add a CNB Online Banking Customer for Future Transfers
Process for Adding an External Account for Transfers
View if a Transfer is Part of a Recurring Series
Benefit From Using a Description When Scheduling a Transfer

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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