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Online Banking Tip of the Day: Create the Order Accounts Appear for Funds Transfer

August 7, 2012

Did you know you can create the order that accounts appear for funds transfer?
How:  Select ‘Account Preferences’ from the ‘Preferences’ area of the main menu and enter a different value for each account in the ‘Order’ column.  Start with 1, the account you want to appear at the top of the drop-down list in ‘Funds Transfer’, and so on.  Click ‘Submit’ to have the ‘From Account’ and ‘To Account’ drop-down lists, on the ‘Funds Transfer’ page, reflect the order you have created.  Accounts that cannot be transferred to or from will be excluded from the corresponding list and then follow the order created.  The account order you create in ‘Account Preferences’ affects both the ‘Overview’ and ‘Funds Transfer’ pages.

Related Tips:
Create the Order to View Accounts on the Overview Page

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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