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Online Banking Tip of the Day: View Both Accounts Involved in a Selected Transfer

April 24, 2014

Did you know in the Online Banking Center you can view both of the accounts involved in a selected transfer?  This is helpful when you want to view more details for a selected transfer, such as which two accounts are involved.
How:  From the ‘Accounts’ menu, select ‘Online Activity’.  Utilize ‘Search’ and ‘Group By’ to filter and organize the transfers displayed.  Locate the transfer you want and click the transfer to highlight it.  Then from the ‘Online Activity’ toolbar, press ‘View’ to display the details of the transfer.  Displayed next to the ‘From Account Number’ and ‘To Account Number’ are the display names and last four digits of the account number for each account.

Related Tips:
View a List of Transfers, within an Amount Range, Grouped By Status
View a List of Scheduled Transfers Grouped By Account
View a List of Processed Transfers for a Specific Account

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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