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Online Banking Tip of the Day: Schedule a Series of Funds Transfers

March 1, 2013

Did you know you can schedule a series of funds transfers in the Online Banking Center?
How:  Select ‘Funds Transfer’, under the ‘Transactions’ menu and enter the transfer information.  When creating a recurring funds transfer, change the transfer frequency from ‘One-Time’ to ‘Recurring’ and complete all the information in the ‘Enter Transfer Frequency’ section.  After all the information is entered, press ‘Submit’ and then ‘OK’ to review the details for the recurring transfer.  If all the details are correct, press ‘Approve’ and then ‘OK’ to complete the process.  You cannot create a recurring funds transfer in Mobile Banking; this feature is only available in the Online Banking Center.

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