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Online Banking Tip of the Day: Create a Recurring Funds Transfer in Online Banking

July 30, 2013

Did you know you can create a recurring funds transfer in the Online Banking Center?  This is a nice feature if you want to schedule an automated series of transfers from one account to another on an ongoing basis.
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 icon on the far right of the ‘Enter Transfer Frequency’ bar to open the window to enter the details for the recurring transfer.  Select the ‘Recurring’ radio button and select from the options to supply the information for the transfers.  Once you have entered all the details for the recurring transfer, press ‘Submit’ and then ‘OK’.

Related Tips:
View How Many Times a Recurring Transaction has Processed
Create the Order Accounts Appear for Funds Transfer
Edit an Existing Recurring Funds 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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Online Banking Tip of the Day