Did you know you can easily locate a funds transfer in ‘Online Activity’ by using a description search?
How: Select ‘Online Activity’, under the ‘Accounts’ menu, to display transactions that you have submitted online. Select ‘Search’ and choose ‘Description’ for the ‘Search Criteria’. Then enter a ‘Description’ and press ‘Submit’ to display only transactions containing the characters entered. Description search helps locate transactions quick and easy.
Benefit of Adding a Description When Making a Funds Transfer
Create a New Funds Transfer With Information from A Previous Online Transaction
Shortcut to Available Options for Transactions in ‘Online Activity’
View Details for an Online 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.